Tax Codes

Create DocBits Connection Point(s)

Open ION Desk → Connect → Connection Points

You will need 4 connection points for this dataflow, 3 API connection points for the different tax code categories (full, reduced and free) and an Application connection point representing your LN company.

In order to create new connection points, select the “+ADD” button”

Select “API” at the bottom of the list of options

You will be taken to the following page

This is where you will enter all the details of the TaxCode connection point. For each of the three connection points you will be creating do the following

Enter a Name: TaxCodeFull, TaxCodeReduced, TaxCodeFree
Description: This can be the same as the Name or similar
Import a service account you created.

Switch to the “Documents” tab and select the PLUS icon to add the BOD we need, like below

Search for the BOD

Search for the BOD called “Sync.LnTaxCode”, click on it and press “OK” to add the BOD.

Move on to the ION API section. Under API Call Name you can use the name of the BOD, Sync.LnTaxCode

Press the “SELECT” button

Select the API you configured for the environment you are working with and search for the following API. Once you have selected it, press “OK”.

Next, switch to the Request Body tab.

Here is where there will be a slight change for each connection point, this is seen in the field mappings you will assign to each tax code as they differ slightly.

In the field_mappings row, under value, is where you will put the specific field mappings for the specific tax code connection point you are creating (full, reduced or free). These mappings are available at https://docbits.com/doc/field-mappings/.

The end result should look the same or similar to the image above. Once this is done, click the SAVE option located here.

Data Flow Configuration

Navigate to ION Desk → Connect → Data Flows

Click on “+ADD” and select document flow

Create the following data flow by dragging and dropping the components from the to menu

Application (LN)

Here is where you will select your LN company, the final result should look similar to the following

Document

This is where you will add the Sync.LnTaxCode BOD from earlier, the result looks as follows

Filters

Filter 1 (top) – Full

The Name and Description will depend on the environment you are using and your preferences.

Filter 2 (middle) – Reduced

The Name and Description will depend on the environment you are using and your preferences.

Filter 3 (bottom) – Free

The Name and Description will depend on the environment you are using and your preferences.

APIs

This is where you select the API connection points you created earlier, this is done by selecting the API under the “Select ION API Connector” drop down menu.