Vertex
by Vertex Inc.
Indirect tax calculation, compliance and reporting software for large enterprises (O Series, Cloud).
- Category
- Finance & ERP
- Type
- Tax compliance
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
- Docs
- Vertex API docs
02Data
What you can sync.
- Tax transactions
- Tax journals
- Jurisdictions
- Exemption certificates
Load Vertex tax transactions into the Warehouse and build board-ready reports and Slides from the same figures.
Need more? Name any other Vertex data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
Vertex uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Vertex Inc. if you need help.
04How it works
How it works in DataMind.
-
Pick Vertex.
Open Lake, pick Vertex in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Vertex API docs.
-
Answer a few questions.
The AI reads the Vertex documentation, then asks which credentials you will use, which data to sync (for example tax transactions and tax journals), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Vertex data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
