Configuration API 2025.02 release notes

The 2025.02 release notes introduce performance improvements, API updates, and enhanced security measures.

Release select

This release introduces new features and enhancements to the API endpoints. Authenticated users can now manage
Establishments
and
Registrations
. It also enables management of
Customers
,
Certificates
, and
Certificate Forms
associated with Certificate Manager.

New features

You can find details for each API end point, including Swagger on the Developer Portal.
PATCH ESTABLISHMENTS (1408616)
This web service updates the tax jurisdictions established for a company. It lets users modify existing establishments by specifying
Regions
,
Authority Types
, or
Authorities
.
PATCH REGISTRATIONS (1387621)
The web service updates VAT Registrations for a company. This lets users modify existing registrations by specifying relevant authorities.
CERTIFICATE MANAGER - GET CUSTOMERS (1453841)
The web service retrieves a list of customers set up in Certificate Manager for a company.
CERTIFICATE MANAGER – GET CUSTOMER DETAILS (1461174)
This service retrieves customer details from Certificate Manager. Users must provide the
External Company ID
and
Customer Number
to locate the specific data point.
CERTIFICATE MANAGER – POST CUSTOMERS (1519582)
This web service creates a customer record in Certificate Manager. Companies can use this record for certificates and other customer-specific configurations.
CERTIFICATE MANAGER – PATCH CUSTOMERS (1519633)
This web service updates customer records in Certificate Manager. The service identifies the correct record using the
External Company ID
and
Customer Number
.
CERTIFICATE MANAGER – DELETE CUSTOMERS (1519575)
This web service deletes customer setups in Certificate Manager. Users must provide the
External Company ID
and
Customer Number
to identify the correct record. The deletion process removes all associated data, including addresses and notes.
CERTIFICATE MANAGER – GET CERTIFICATES (1467043)
This web service retrieves a list of certificates from Certificate Manager.
CERTIFICATE MANAGER – GET CERTIFICATE FORMS (1501376)
This web service retrieves form details and metadata information for certificate forms within Certificate Manager.

Known issues

CM data sync to Determination
Customer or certificate data created in Certificate Manager syncs to Determination immediately. This lets the Determination tax engine use the data for tax calculation purposes.
We implemented the
POST CUSTOMERS
and
PATCH CUSTOMERS
web services. However, the data in Certificate Manager is not yet ready to be synced to Determination.
We’ll address this issue in the next release of the web services. As an interim solution, users can manually update any field in the customer record. After the update, the record will sync to Determination.

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