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Data file integrator (DFI)

Services for mappings

With Data File Integrator (DFI), you can work with a variety of configuration and tax calculation services. Most services consist of multiple requests you can map separately.
These tables give the available services for each service group and the operations available for each service in Determination and Certificate Manager.

Determination master services

Service
Available operations
Company Service - This service enables you to create, modify, update, find, and delete Determination companies (transacting entities).
  • Create Company
  • Delete Company
  • Find Company
  • Modify Company
  • Update Company
Customer Management Port Type - This service enables you to test for the existence of, create, modify, or delete Determination customers (used in Determination’s Exemption Certificate module).
  • Create Update Customer
  • Customer Exists
  • Delete Customer
Establishment Service - This service enables you to modify establishment data for a Determination company at the Zone or Authority level.
  • Modify Establishment
  • Modify Top Level Establishment
Exemption Certificate Port Type - This service enables you to test for the existence of, create, modify, and delete Determination Exemption Certificates.
  • Create Update Exemption Certificate
  • Delete Exemption Certificate
  • Exemption Certificate Exists
Exemption Certificate Service - This service enables you to perform advanced configuration of Determination Exemption Certificates, including managing certificate authorities, exempt reasons, and limited use criteria.
  • Delete Exempt Reason
  • Find Exempt Certificates By Customer
  • Find Exempt Reason
  • Modify Certificate Authority
  • Modify Limited Use Certificate
  • Modify Top Level Certificate Authority
Operating License Management Service - This service enables you to test for the existence of, create, modify, and delete an operating license.
  • Operating License Exists
  • Create Operating License
  • Update Operating License
  • Delete Operating License
Product Mapping Service Port Type - This service enables you to find, create, update, and delete product mappings: mappings between your product codes and Determination product categories.
  • Create Product Mapping
  • Delete Product Mapping
  • Find Product Mapping
  • Update Product Mapping
Tax Code Qualifier Service - This service enables you to find, create, update, and delete tax code qualifier groups, qualifiers, and conditions.
  • Create Tax Code Qualifier
  • Create Tax Code Qualifier Condition
  • Create Tax Code Qualifier Group
  • Delete Tax Code Qualifier
  • Delete Tax Code Qualifier Condition
  • Delete Tax Code Qualifier Group
  • Find Tax Code Qualifier
  • Find Tax Code Qualifier Group
  • Update Tax Code Qualifier
  • Update Tax Code Qualifier Group
User Service - This service enables you to find, create, update, and delete Determination users.
  • Create User
  • Delete User
  • Find User
  • Update User
Vendor Management Service - This service enables you to test for the existence of, create, modify, or delete a vendor.
  • Vender Exists
  • Create Vender
  • Update Vendor
  • Delete Vendor

Determination transactional services

Service
Available operations
Tax Calculation Service - This service enables you to submit transactions to Determination for the purpose of audited or non-audited calculations.
Calculate Tax
Zone Lookup Service - This service enables you to test and address against the Determination Zone Tree.
Lookup Zone

Certificate Manager services

Service
Available operations
Certificate Import Service - This service enables you to create and find certificates within Certificate Manager. Note that images can't be imported using Data File Integrator (DFI).
  • Create Certificate
  • Find Certificate
Contact Import Service - This service enables you to create and find contacts within Certificate Manager.
  • Create Contact
  • Find Contact
Customer Import Service - This service enables you to create and find customers within Certificate Manger.
  • Create Customer
  • Find Customer

This article applies to:

  • PRODUCT: ONESOURCE Determination, ONESOURCE Indirect Tax
  • Sub-Product: Certificate Manager
  • Subject: Integration