To Set Up Integration with a Vertex Address Validation Provider

The following topic will walk you through the process of setting up integration with the Vertex address validation plug-in.

Before You Proceed

To get access to the service, you need to obtain the following from Vertex:

  • A subscription to the Vertex Cloud service
  • The unique identifier (Trusted ID) for your organization's account in Vertex Cloud
  • The username and password to access your Vertex Cloud account.

Before you configure the integration with Vertex address validation plug-in in MYOB Acumatica, make sure that the Address Validation Integration feature is enabled in your system on the Enable/Disable Features (CS100000) form.

To Set Up an Address Validation Provider

  1. Open the Address Providers (CS103000) form.
  2. On the form toolbar, click Add New Record.
  3. In the Provider ID box, type the identifier to be used for the provider.
  4. In the Description box, enter the description of the provider.
  5. In the Plug-In (Type) box, select the built-in Vertex address validation plug-in.
  6. Select the Active check box to activate the connection.
  7. On the Plug-In Parameters tab, in the Value column for the Account ID parameter, type your username in Vertex Cloud.
  8. In the Value column for the Password parameter, type your password in Vertex cloud.
  9. In the Value column for the TrustedID parameter, type the Trusted ID identifier your company uses for connecting to Vertex cloud.
  10. In the Value column for the URL parameter, type the URL to be used to connect to Vertex Address Cleansing.
  11. In the Value column for the Request Timeout (sec) parameter, type the number of seconds for the connection timeout.
  12. On the form toolbar, click Test Connection to test the connection.
    Tip: If the connection is successful, you will see a Test Connection message confirming the validity of your credentials.
  13. Click Save.

To Set Up Address Verification

  1. Open the Countries/States (CS204000) form.
  2. In the Country ID box of the Summary area, select US.
  3. In the Address Verification Plug-In box, select the Vertex address validation plug-in you set up in the previous subprocedure.
  4. Click Save.