> ## Documentation Index > Fetch the complete documentation index at: https://docs.orvlin.com/llms.txt > Use this file to discover all available pages before exploring further. # Integrations > Connect tax, CRM, accounting, data warehouses, and cloud marketplaces Integrations connect Orvlin to the systems around billing: tax engines, your CRM, your accounting books, your data warehouse, and cloud marketplaces. Each workspace connects its own accounts from the **Integrations** page. Credentials are stored encrypted, and a connection only shows as **Connected** after Orvlin has verified it with the provider. ## Tax **Avalara AvaTax** and **Anrok** calculate sales tax on invoices. * Avalara needs an AvaTax account, a license key, and a company code. * Anrok needs an API key. Optionally, pick the Anrok product that carries your tax category. Issued invoices are committed to the provider, so they appear in your tax returns. Voided invoices are voided there too. Previews use an uncommitted quote and create no liability. Customers need a country on their billing address for tax to be calculated. Customers without one are skipped with a warning rather than taxed as if they were somewhere else. The default Avalara tax code is `SW054000`, which is commonly used for SaaS. Avalara distinguishes codes by delivery method and by business or personal use. Confirm the right code with your tax advisor. Nexus, exemption certificates, and tax filing stay in Avalara's or Anrok's own dashboards. Orvlin sends them transactions; it does not replace their compliance tooling. ## CRM Customers sync first, then their invoices. Syncs are idempotent: unchanged records are skipped and changed ones are updated in place. Failures are retried with backoff and listed at `GET /v1/integrations/failures`. | Provider | Customers become | Invoices become | You provide | | - | - | - | - | | HubSpot | Companies | Deals, associated to the company | A private app with `crm.objects.companies.write` and `crm.objects.deals.write`. | | Salesforce | Accounts | Opportunities | A Connected App with the Client Credentials flow, a run-as user, and your My Domain host. | | NetSuite | Customers | Invoices | Token-based authentication, an integration record, an access token, and one non-inventory item for invoice lines. | ## Accounting **QuickBooks Online** and **Xero** sync customers, invoices, payments, and voids. Connect with the **Connect** button; you sign in to the vendor and approve access. What syncs, every 10 minutes: * **Customers** become QuickBooks Customers or Xero Contacts. An existing customer or contact with the same name is linked, not duplicated. * **Invoices** (open, paid, and void, never drafts) are numbered with the Orvlin invoice number. Tax Orvlin calculated is sent as its own line. * **Payments** are recorded against the invoice when it is paid in Orvlin. * **Voids** are voided in the books too. After connecting, set the connection's settings: * **QuickBooks:** the item that invoice lines post to. Until it is set, only customers sync. * **Xero:** the revenue account code (default 200), and the bank account code that payments are recorded against. Sync is one-way, from Orvlin to your books. A payment recorded directly in QuickBooks or Xero does not mark the Orvlin invoice paid. ## Data warehouse Invoices, line items, customers, subscriptions, credits, and usage events are exported every 10 minutes, or on demand with **Export now**. | Destination | What you provide | | - | - | | Amazon S3 (or any S3-compatible store) | A bucket, a region, and a key with `s3:PutObject`. Optional prefix and endpoint. | | BigQuery | A project, a dataset, and a service account with BigQuery Data Editor. | | Snowflake | An account, a user with a registered RSA key, a warehouse, a database, and a schema. | Every exported row has `id`, `account_id`, `exported_at`, and `data` (the full record). Exports are append-only, so take the latest row per `id`: ```sql theme={null} -- BigQuery SELECT * EXCEPT (rn) FROM ( SELECT *, ROW_NUMBER() OVER (PARTITION BY id ORDER BY exported_at DESC) AS rn FROM billing.orvlin_invoices ) WHERE rn = 1; -- Snowflake SELECT * FROM ORVLIN_INVOICES QUALIFY ROW_NUMBER() OVER (PARTITION BY ID ORDER BY EXPORTED_AT DESC) = 1; ``` Each run exports up to 5,000 rows per dataset and continues on the next run, so the first export of a large account takes several runs. Check progress on the card, or at `GET /v1/integrations/warehouse/status`. ## Cloud marketplaces Connect AWS Marketplace, Azure Marketplace, or Google Cloud Marketplace to sell through a marketplace listing. Each one needs: 1. **A listing** with metered dimensions. Note the dimension names. 2. **A dimension mapping** from your Orvlin metric names to the marketplace's dimensions, such as `{"api_calls_total": "api_calls"}`. 3. **A fulfilment step.** When a buyer subscribes, the marketplace sends them to your sign-up URL with a token. Forward that token to Orvlin so it can link or create the customer. | Marketplace | Fulfilment endpoint | Notes | | - | - | - | | AWS | `POST /v1/marketplace/aws/resolve` with `registrationToken` | Orvlin resolves the buyer with AWS. | | Azure | `POST /v1/marketplace/azure/resolve` with `token` | Resolving also activates the subscription. Microsoft does not bill until activation. | | Google Cloud | `POST /v1/marketplace/gcp/signup` with `token` and `audience` | Once the entitlement is active, attach its usage reporting ID with `POST /v1/marketplace/gcp/entitlement`. | Usage is reported to each marketplace once per hour. Events that arrive after an hour has been reported are not re-reported, because marketplaces reject duplicate records for a reported window. Google's entitlement changes (plan changes and cancellations) arrive on Google's Pub/Sub topic. Subscribe to it and call the entitlement endpoint as needed. ## Troubleshooting * **Connected, but nothing syncs:** check the card's error message, then press **Reconnect** if the provider revoked access. * **Failed records:** list them at `GET /v1/integrations/failures` and retry with `POST /v1/integrations/failures/retry`. * **Tax is missing on an invoice:** check that the customer has a country on their billing address. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.