Skip to main content
waffle.svg
Domo Knowledge Base

TaxView Pro Connector

Intro

Dynamic Tax Solutions' TaxView Pro is a tax audit and accrual solution for your company’s purchases. The TaxView Pro SFTP connector for Domo allows you to transfer your TaxView Pro results from DTS’s secure FTP server to Domo as CSV files. 

You connect to your TaxView Pro account in the Data Center. This topic discusses the fields and menus that are specific to the TaxView Pro connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Prerequisites

To connect to your TaxView Pro account and create a DataSet, you must have the following:

  • The Dynamic Tax Solutions SFTP hostname, which you can find in your "Welcome to TaxView Pro" email

  • Your TaxView Pro username and password

Connecting to Your TaxView Pro Account

This section enumerates the options in the Credentials and Details panes in the TaxView Pro Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials Pane

This pane contains fields for entering credentials to connect to your TaxView Pro account. The following table describes what is needed for each field:  

Field

Description

SFTP Hostname

Enter your DTS SFTP hostname (found in your "Welcome to TaxView Pro" email)

Username

Enter your TaxView Pro username.

Password

Enter your TaxView Pro password. 

Once you have entered valid TaxView Pro credentials, you can use the same account any time you go to create a new TaxView Pro DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Details Pane

This pane contains single menu in which you select your desired CSV file.    

Description

 

CSV File

Select the CSV file you want to import into Domo from your DTS SFTP host.

Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.