Configure Zuora to connect to Kintsugi, route eligible transactions for tax calculation, and ensure customer, product, and exemption data are mapped and validated correctly.

1. Set up Kintsugi:
   1. Create or access the Kintsugi organization that will receive transaction data from Zuora.
   2. Configure the jurisdictions, tax settings, products, and compliance services required for your business.
2. Establish the connection:
   1. Use the connection details provided by Kintsugi to connect the Zuora tenant and Kintsugi organization.
   2. Store credentials securely and restrict access to the users and services responsible for tax integration administration.
3. Configure Zuora tax processing:
   1. Configure the applicable Zuora tax settings so that eligible transactions are routed to Kintsugi for tax calculation.
   2. Confirm that the selected billing flows use the Kintsugi connection consistently for previews, invoices, credit memos, and other supported transactions.
4. Map the Zuora data required by Kintsugi, including:

   • Customer identifier

   • Bill-to and ship-to address

   • Country, state, postal code, and city

   • Product and charge information

   • Quantity, amount, currency, and date

   • Tax code and taxability information

   • Tax exemption information

   • Invoice, credit memo, refund, or adjustment type

   Note: The required fields depend on the jurisdictions and transaction types enabled in Kintsugi.
5. Configure exemptions and special tax treatment:
   1. Configure the customer and transaction attributes that determine whether a transaction is taxable, exempt, or subject to special tax treatment.
   2. Confirm that exemption certificates, exemption codes, and customer-level tax settings are represented consistently in Zuora and Kintsugi.
6. Validate the connection:
   1. Run test transactions for the billing scenarios used by your business.
   2. Confirm that Zuora sends the expected data, Kintsugi returns the expected tax result, and the result is reflected correctly in the Zuora billing record.