Zamp for NetSuite: Installation Guide

Overview

This guide will walk you through how to install the Zamp Sales Tax bundle in your NetSuite instance. It can directly be installed from either your Sandbox or Production account through the SuiteBundler.

Installing the Bundle and Initial Setup

1. Navigate to Customization > SuiteBundler > Search & Install Bundles
2. Search for Zamp Sales Tax

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3. Click the Install button
4. Review the details of the bundle to ensure you are aware of what is being installed, and click Install Bundle when you are ready

5. The bundle will begin installing, and it may take a moment to complete. You can periodically refresh the page until the status updates and shows a green checkmark, indicating the installation is finished.

   
   

Zamp Settings for NetSuite

1. Within your global search bar, search for New Zamp | Settings
2. Once a new Zamp Settings Form has appeared, enter the following values:
   1. Name: Zamp | Sales Tax Settings
   2. Zamp API Base Endpoint: https://api.zamp.com
3. Ensure all of the checkboxes are checked

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Setting up Your API Key(s)

Production

1. Within your global search bar, look for Setup > Company > API Secrets
2. Open the secrets record
3. Enter the following values:
   1. Name: Zamp API Key
   2. ID: _zmp_api_secret
      1. Don't deviate from the above format
   3. Password: < Copy-paste your API Key >
   4. Confirm Password: < Copy-paste your API Key >
   5. (Optional) Description: You can choose to enter the first ~10 digits of your API key for future reference
4. Hit Save
5. Next, navigate to the Restrictions tab of the record and check the following boxes:
   1. Allow for all Scripts
   2. Allow for all Domains

Sandbox

The steps to set up a Sandbox key are exactly the same as above, but the entered values will need to indicate Sandbox:

1. Name: Sandbox Zamp API Key
2. ID: _sandbox_zmp_api_secret
   1. Don't deviate from the above format
3. Password: < Copy-paste your Sandbox API Key >
4. Confirm Password: < Copy-paste your Sandbox API Key >

Setting up the Zamp Tax Vendor

This is a required step as this new vendor will be used to assign all Sales Tax liabilities generated from transactions using the Zamp Tax Code (from a later step)

1. In the global search bar, naviate to Lists > Relationships > Vendors > New
2. The following would be the values
   1. Company Name: Zamp Tax
   2. Category: Tax Agency
   3. Everything else is in accordance to your company

Setting up the Zamp Tax Type

1. Select Setup > Accounting > Tax Types > New
2. Enter Name of External Tax (Zamp)
3. Select United States for the Country
4. Fill in the Zamp Tax Type fields using the following details:
   1. Liability/Sales Tax Account can be blank

Setting up a Tax Liability Account (Not Always Required) - READ BELOW

To properly configure the required tax types and codes, you will need to ensure there is at least one Tax Liability Account that was set up as a Tax Control Account. If you already have an account in-use, you can skip this step!

Checking for a Tax Control Account

1. In global search, look for Tax Control Accounts
2. If no results appear, you'll need to create a new account

Setting up a new Zamp Tax Code

1. In global search, look for Setup > Accounting > Tax Codes > New
2. Select United States to start (International integration support for the future)
3. Enter the following values
   1. Tax Name: Zamp Tax Code
   2. Display Name: Zamp Tax Code
   3. Tax Type: External Tax (Zamp)
      1. This should have been created above
   4. Include Children: Check this box
   5. Tax Agency: Zamp Tax
   6. Tax Account: < Select your liability account or the newly created account >
4. Hit Save

Importing Zamp Product Tax Codes

To ensure you have access to map all of Zamp Tax Codes, you will need to import codes via a script in the integration

1. Look for Upsert Zamp Item Tax Codes in your global search bar
   1. You don't need to create a new script
2. Click View
3. Click Edit
4. You can choose to schedule the script to run periodically, or just run it on demand. For set-up, you will need to run the script
5. Under the Save option, Click Save and Execute
   1. Typical runtimes are under 5 minutes, but look for Running Process to confirm there are no errors
6. To confirm the codes were pulled in as expected, search for Zamp Product Tax Codes
   1. A list of codes identical to the ones on this page should appear

Once completed, the Zamp integration is now fully set-up in your NetSuite instance! Take a look at our Customer Mapping and Product Mapping documentation to ensure your transactions will be calculated by Zamp, and posted for filing.

Additional Recommendations

If you were previously using Avalara or another Tax Provider bundle, you may need to delete the other provider's bundle to prevent any unwanted overrides.