Anrok Integration

Contents

• Overview
• Best Practices
  • Tax Exemption Handling in Anrok
• Helpful Anrok Articles
• Integration Steps
  • Ordway Steps
  • Anrok Steps
  • Add VAT ID to a Customer Record in Ordway
  • Add a Marketplace Transaction Field
  • Establish Anrok Webhook

Overview

Anrok determines the taxability of a transaction and appends local Sales Tax Rate to applicable transactions. When integrated with Ordway, transactions are automatically synchronized and the appropriate sales tax is added to Ordway invoices.

Note: Anrok calculates taxes at the line level but can only accept one address for the whole invoice. Hence the address defaults to the Billing Address when Shipping Address is not present. Anrok does not have the ability to use a different Shipping Address when the invoice lines are consolidated across different Subscriptions.

Best Practices

• Validate all physical addresses and use a consistent format when providing City and State names vs. abbreviations. 
• Use a generic and valid email address for the integration instead of a specific user’s email address. This helps alleviate any issues with staffing changes. 
• Reach out to Anrok for assistance with the registration process for individual sales tax entries.

Implementation Note: Verify how taxes are calculated in Anorak. A Custom field called Customer TaxID can be added on invoices as an inherited field from the Customer. This allows Customer TaxID to be sent on invoice creation or edit instead of requiring customers to update invoices.

Tax Exemption Handling in Anrok

A valid tax exemption certificate must be uploaded in Anrok for a Customer that needs to be marked as tax exempt. In addition to uploading the certificate in Anrok, the Customer must also be marked as Tax Exempt in Ordway.

Note: The tax exemption certificate is mandatory for tax exemption to work in Anrok. This is currently a limitation of Anrok.

Helpful Anrok Articles 

• What Tax Configuration Should I select?

Integration Steps

Preconditions

Before configuring the integration, ensure the following prerequisites are completed:

• An Admin user exists in Ordway.
• API keys are available from both Ordway and Anrok.

Ordway Steps

Create an Anrok Admin User

1. On the left navigation menu, click Setup > Organization Structure > Users. The Users page is displayed.
   
2. Click ADD. 

3. Populate the new user fields as follows: 

Existing Email Address: Provide the email address for the Admin user. 

User Name: Anrok

Roles: Admin

7. Save when finished. 
8. Next, request an API key from Ordway using the steps in this article. 
9. Once you receive the API key, retrieve the Company Name:
   1. Navigate to Menu > Settings > Organization Structure > Company Profile. 
   2. Copy the Company Name to your clipboard or other resource. 
      
       
10. Navigate to Menu > Settings > Organization Structure > Users. 
11. Open the Anrok user and copy the Token and paste it to your clipboard or other resource. 
12. Continue to the Anrok steps below. 

Anrok Steps

To connect to Anrok, request an API from Anrok and add it to the Ordway integration connection. 

To get the API key from Anrok:

1. Log in to Anrok Console.
2. Click settings > Developers: Manage API keys > New key.
3. In the left navigation menu, click Setup > Integrations > Integration Settings, once you have the API Key, access the Anrok Connection profile in Ordway.
4. The Integration Settings page is displayed. Click Connect shown on the right of Anrok.
   
5. Populate the API Key and Save. 
   
   
6. Next, populate the Data Sources screen in Anrok with the information collected in the steps above. 
   

Add VAT ID to a Customer Record in Ordway

Return to Ordway to add a VAT ID to a Customer record. 

Navigate to the Customer Object

1. In the Ordway application, navigate to Setup > Customize. The Customize page is displayed.
   
2. Click the Customers. The Customers page is displayed.
   
3. Click ADD. The Add Custom Field dialog box is displayed.
   
4. Configure the VAT ID custom field.
5. Click SAVE to create the custom field.

Note: Description, Tooltip Text, and other settings are optional and can be configured based on business requirements

Add a Marketplace Transaction Field

If your billing system contains transactions that were already taxed by a marketplace provider, you can exclude those transactions from Anrok tax calculation to avoid duplicate taxation.

To support this behavior, create a custom Marketplace transaction field and configure it for invoices and credits.

When the Marketplace transaction field is set to True, Anrok identifies the transaction as a marketplace-taxed transaction and skips tax calculation for that record.
If the field is set to False, Anrok continues to calculate taxes normally.

By default, the field value should remain False.

Create the Marketplace Transaction Field

Customers

To create the custom field for customer records:

1. In the Ordway application, navigate to Setup > Customize > Customers.
   
2. The Customers page is displayed. Click ADD.
   
3. The Add Custom Field dialog box is displayed.
   
4. Configure the field using the following values:

Note: The Description and Tooltip Text fields are optional and can contain freeform text based on your organization's requirements.

4. Click SAVE.

Invoices

To create the custom field for invoice records:

1. In the Ordway application, navigate to Setup > Customize > Invoices.
2. The Invoices page is displayed.
3. Click ADD. The Add Custom Field dialog box displayed.
4. Configure the field using the following values:

Note: The Description and Tooltip Text fields are optional and can contain freeform text based on your organization's requirements.

4. Click SAVE.

Credits

To create the custom field for credits:

1. In the Ordway application, navigate to Setup > Customize > Credits.
2. The Credits page is displayed.
3. Click ADD. The Add Custom Field dialog box displayed.
4. Configure the field using the following values:

Note: The Description and Tooltip Text fields are optional and can contain freeform values based on your organization's requirements.

4. Click Save.

Inherited Custom Fields

You can configure the Marketplace transaction field as an inherited custom field.

The field value can be inherited from:

• Customer records
• Subscription records

This allows invoice and credit transactions to automatically inherit the marketplace transaction value during processing.

Tax Calculation Behavior

Anrok evaluates the Marketplace transaction field during invoice and credit tax calculation.

This behavior helps prevent duplicate taxation for transactions already processed by external marketplace providers.

Establish Anrok Webhook

Once the connection is established, a webhook named Anrok is automatically created in Ordway.

View the Webhook

1. In the Ordway application, navigate to Setup > Webhooks. The Webhooks page is displayed.
   
2. Verify that the Anrok webhook is listed.
3. Click the Actions menu corresponding to the Anrok webhook. 
   
4. Select Edit. The Edit Webhook: Anrok page is displayed.

5. In the Triggers section, enable full permissions for:

   • Invoice
   • Credit

6. Enable the following actions for both objects:

   • Create
   • Edit
   • Delete
     
7. Click SAVE to apply the changes.