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.

Table of Contents

• Best Practices
• Helpful Anrok Articles
• Integration Steps
  • Ordway Steps
  • Anrok Steps
  • Add VAT ID to a Customer Record in Ordway
  • Establish Anrok Webhook

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.

Helpful Anrok Articles 

• What Tax Configuration Should I select? 
• Ordway Setup

Integration Steps

Preconditions: 

An Admin user in Ordway is required to establish the Anrok integration. 

API Keys are required from both Ordway and Anrok to complete the integration requirements. 

Ordway Steps

1. Navigate to Menu > Settings > Organization Structure > Users. 
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. Once you have the API Key, access the Anrok Connection profile in Ordway: Menu > Setup > Integrations. Click Connect shown on the right-hand side of Anrok.
   
   
4. Populate the API Key and Save. 
   
   

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. 

1. Navigate to Menu > Setup > Customize > click the Customers Object Name. 
2. Click Add.
   
3. Create a VAT ID Custom Field.
   
   
4. Save when finished. 

Establish Anrok Webhook

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

1. Navigate to Menu > Setup > Webhooks to see it listed.
2. Click Edit from the Gear icon.
   
   
3. Provide full permissions to both Invoice and Credit.

4. Save when finished.