CCH® SureAddress™ for Acumatica User Guide

Updated: June 7, 2024

Introduction and Pre-Requisites

Welcome to CCH SureAddress for Acumatica

CCH® SureAddress™ for Acumatica helps you validate your addresses, so tax can be calculated more accurately.

  • CCH® SureAddress™ package is composed of the following:
    • CCH SureAddress Address Provider
  • Installation and Configuration is done at the tenant level for Acumatica
  • Supported countries: United States and Canada

Pre-requisites and Configuration

For this plug-in to function correctly, you must have the following:

  • Valid client number and validation key for CCH® SureAddress™.
    • URL for CCH® SureAddress™
    • The URL for CCH® SureAddress™ will typically look like the following:
      • https://<hostname>/sureaddress.asmx
    • Please contact your CCH® SureAddress™ representative for any questions.

Installation and Configuration

Installing SureTax

The following section includes instructions for installing CCH® SureAddress™ for Acumatica.

  1. Log in to the Acumatica instance under the tenant you would like to install this solution
  2. Enable Third Party Integrations -> Address Validation Integration in enabled in Acumatica on the Enable/Disable Features (CS100000) form
  3. CCH® SureAddress™ package can be installed directly into Acumatica via the Customization Projects form using import
  • After importing the package zip file, publish this customization project
  1. Setup Address Provider: Open Address Providers (CS103000) form
  • On the form toolbar, click Add New Record.
  • In the Provider ID box, type the identifier to be used for the provider.
    • E.g. SUREADDRESS
  • In the Description box, enter the description of the provider.
    • E.g. CCH SureAddress
  • In the Plug-In (Type) box, select the WK.SureAddress.WKSureTaxAddressAddressValidator plug-in.
  • Select the Active check box to activate the connection.
  • On the Plug-In Parameters tab:
    • SUREADDRESS URL: is the URL for CCH SureAddress
    • CLIENTNUMBER: is the Client Number for your SureAddress Account
    • VALIDATIONKEY: is the Validation Key for your SureAddress Account
    • ADDRESSTOSKIP: is a comma separated list of keywords to identify address lines to skip for address validation (e.g. ATTN,C/O)
    • Sample screenshot:
      • example
    • On the form toolbar, click Test Connection to test the connection.
      • If the connection is successful, you will see a Test Connection message confirming the validity of your credentials.
    • Click Save.
  1. Assign address provider to Country: Open the Countries/States form
  2. Select ‘US’ for Country ID
  3. Set Address Validation Plug-in = SUREADDRESS
  • This is the Provider ID you created earlier - You can just type it in (can search as well)
  1. If you want Acumatica to override address automatically, check ‘Override Address Automatically’
  2. Save and then repeat for ’CA’ (Canada)

Address Validation Features

This plug-in implements Acumatica’s Out of Box (OOB) features for Address Provider.

  • Features are dependent on Acumatica supported OOB features for Address Provider.
    • Please see Acumatica documentation on how to Validate Addresses -Acumatica Help Page
      • On supported forms by Acumatica, there will be UI hints with the validated address.
        • This can be seen on Companies, Branches, Warehouses, Customers, and Vendors forms.
      • If Override Address Automatically is set for the country, then Postal Code will be automatically be used for the below:
        • SO/PO modules and works for SO Order/PO Order/Shipment documents.
      • Validate Addresses form allows for batch address validation on customers, vendors, and business accounts. This form has capability to Override Address Automatically to for fields supported by this functionality (at minimum it updates Postal Code). Please review Acumatica's documentation on latest detais.

Uninstalling and Updating

Updating SureTax

To update to a newer version of the CCH® SureAddress™ Plug-In, do the following:

  • Goto Customization Projects form:
    • Unpublish CCH SureAddress
    • Delete CCH SureAddress
    • Import the new CCH SureAddress package

Uninstalling SureTax

To uninstall the CCH® SureAddress™ plug-in, you can unpublish and delete from Acumatica Customization Projects form.

Appendix

CCH SureAddress API’s used for Acumatica Address Provider

  • Ping:
    • SureAddress SoapRequest method
  • ValidateAddress:
    • SureAddress SoapRequest method

Known Issues

  • None