Tax Migration

Tax Migration


Install Schema

Run the ScriptInstall.exe executable to get the database tables, triggers, and functions put in place. 
This is found where the Tax Connector is installed.. IE: D:\Visual\localapps\webservices\SynergyTax\SynergyTax\ScriptInstall\




Import Macro's




The XML is usually found in D:\Visual\localapps\webservices\SynergyTax\TaxMacros (you'll want TaxSQLServer.xml to import)





After steps 1 and 2 are complete, take the attached .sql file and open it in SQL Server management studio.  This will move the data from 1 database to another but some mods will have to be done.

Example
To migrate from a database called Pilot1 to Pilot2, do a search and replace for LIVEDB and change it to PILOT2.  Do a search and replace for TESTDB and change to PILOT1.  

You will then need to configure JobQ service for the production DB


    • Related Articles

    • Synergy Tax Version info

      To Find the version of Synergy Tax. Launch Visual Manufacturing Navigate to Sales > Customer Maintenance > Macros Menu >Tax Configuration The bottom of the Tax Configuration Screen will have the version number.

    • Tax Version Number

      To get the version number of Tax that the customer is using, go into the Visual directory of the server that tax is running on (e.g. "E:\Visual"). From there, go into \Localapps\Webservices\SynergyTax and run WebAppUpdateUtility.exe. A window will ...

    • Avalara Sales Tax Calculation Returns $0

      Avalara Sales Tax Calculation Returns $0 Here is a list of items to verify when trying to figure out why the sales tax calculation returns $0: The Customer does not have “Use Avatax” checked in Customer Maintenance The Customer has ‘Tax Exempt’ ...

    • Synergy/Avalara Tax - Release Notes

      v1100.1002 2025.04.02 upgrade AvalaraTaxService to use latest Avalara.AvaTax.RestClient api 25.3.2 upgrade Customer Maintenance Avalara Configuration interface to use latest Avalara.AvaTax.RestClient api 25.3.2 fix vulnerabilities with ...

    • Tax - Maximum Message Size Quota Has Been Exceeded

      You may receive the following message after running the Tax macro on an order with a lot of lines: "'The maximum message size quota for incoming messages (65536) has been exceeded. To increase the quota, use the MaxReceivedMessageSize property on the ...