VAT Vies (EU)
Last updated
Last updated
The VAT Information Exchange System (VIES) is a system created by the European Union that allows you the verification of VAT numbers for businesses registered in EU member states. It is primarily used to confirm whether a business partner has a valid EU VAT number, which is essential for conducting intra-community transactions.
When integrated into the CRM system, VAT VIES automates the process of validating VAT numbers directly within your CRM workflow.
Real-time VAT number validation VIES allows you to check the validity of a VAT number in real-time against the database maintained by the tax authorities of each EU country.
Company information retrieval In addition to validation, VIES can return basic details about the company, such as its registered name and address, depending on the member state's tax office policies.
Compliance and fraud prevention Verifying VAT numbers helps businesses comply with EU VAT regulations and reduces the risk of engaging with non-compliant or fraudulent entities.
To successfully configure the integration between VAT Vies and your CRM system, the first crucial step is to ensure you have an active VAT Vies account.
Once your account is set up, you'll need to verify your email address to activate it fully. This is essential for gaining access to the platform's features. Following activation, log into your VAT Vies account and navigate to the API section to obtain the necessary API credentials.
Setting up VAT Vies with your CRM list is a straightforward process that typically takes only a few moments. Let's get stared!
On the main dashboard of your list, find the Integrations button, which is represented by a plug icon in the main navigation menu. Click on it to view the available integration tools:
To proceed, locate the list of available tools on your interface and search for VAT Vies. Once you find it, click on the prominent blue +Integrate button to initiate the setup process.
To view your identifier and key or to generate new credentials, first log in to your VAT VIES account. Next, go to the API Keys section, where you can find your existing keys and a button to create a new one.
Next, paste your IDENTIFIER and KEY from your VAT Vies account into the designated fields, and hit the Save button to finish the integration process.
In the Add Contractor view, choose the option for companies located outside of Poland:
In the next step, within the Add Contractorform, ensure that you select a country from the European Union. Once you have made your selection, a field will appear for you to enter the VAT ID. To verify the contractor, click the blue button located next to the VAT ID field:
Add Contractor
After verifying the credentials and qualifications of your chosen contractor, simply click the Add Contractor button to finalize and seamlessly integrate the contractor into your management list. This step will ensure that all relevant information is organized and easily accessible for your future projects.
In your CRM system, you have the option to activate the , a valuable feature that enables you to efficiently gather and manage contractor data directly within the context of a specific client record. This tailored functionality not only simplifies data management but also enhances your overall workflow.
