The Locations & Taxes integrations allow your Storefront users to quickly select a shipping or billing location based on sites inside of ConnectWise PSA and reflect the tax code of that site.
Setting Up Locations / Sites
Before setting up the location integration, ensure your ConnectWise folio has the integration credentials and your permissions are set.
To begin:
- Navigate to Settings (Select your name at the top right) > Storefront Management
- Select the CRM tab
- From there, select the Location Lookup Extension of ConnectWise PSA Location Lookup
- Check the Enable Location Lookup check box
Setting Up ConnectWise PSA Taxes
- Navigate to Settings (Select your name at the top right) > Storefront Management
- Select the Payments & Billing tab
- Under Taxes, select the Tax Extension dropdown and select the ConnectWise PSA Tax Calculation extension
- Check the Collect Tax checkbox
Using Locations & Taxes on Storefront
On the order confirmation page, you should now see a dropdown for Shipping Location and Billing Location which will pull sites from ConnectWise PSA.
When selecting a location with a tax code assigned, the estimated tax will be calculated and shown.
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