Sync Customers to Anrok

When you create a customer in Ordway, Ordway automatically syncs the customer to Anrok when the Anrok tax integration is connected. This keeps customer information available in both systems without requiring you to create the customer manually in Anrok. 

Contents

• Prerequisites
• How Customer Sync Works
• Check Customer Sync Status
• Limitations

Prerequisites

• Anrok must be connected as a tax integration on your Ordway instance using an Anrok API key. Refer to Anrok Integration for more information

How Customer Sync Works

After Anrok is connected, Ordway automatically syncs a customer to Anrok when you create the customer in Ordway. 

Ordway sends the following customer information to Anrok: 

The ID and Name are required for the customer sync. The Email field is optional. The customer ID is used as the unique identifier in Anrok.

Sync Status

A sync status badge appears on the customer in Ordway:

• A green badge indicates that the customer synced successfully to Anrok.
• A red badge indicates that the customer sync failed.

Customer Data in Anrok

The synced customer is created in Anrok using the customer information sent from Ordway. The customer ID is used to identify the corresponding customer in Anrok.

Check Customer Sync Status

You can review the customer sync request and response in the Tax Logs.

1. On the left navigation menu, click Operations > Logs > Tax Logs.
   The Tax Logs page is displayed.
   
2. Search for the customer using the Customer ID.
3. Review the log entry for the customer sync.
   • Request URL — the customer sync request sent to Anrok.
   • Method — the type of API call, such as POST.
   • Event — the sync action, such as Create.
   • Related Object — the Ordway customer the log entry applies to.
   • Status — the response from Anrok. A 200 status indicates the customer was created successfully. A 400 status indicates the sync failed.
   • Created Date — when the sync occurred.

A successful sync is indicated by the green sync badge on the customer. If the sync fails, the customer displays a red sync-failed badge

Limitations

• Customer sync occurs only when the customer is created. Customers that already existed in Ordway before Anrok was connected aren't automatically synced to Anrok.
• Duplicate Customer IDs aren't supported. The customer ID is the unique identifier in Anrok. If you try to sync another customer with the same ID, the sync fails and Anrok returns a 400 response.
• Address validation doesn't occur during customer sync. Anrok's customer API doesn't provide address validation when the customer is created.
• Address validation occurs when you sync an invoice or credit. When an invoice or credit is synced for the customer, the customer's address is validated at that time.
• Customer updates aren't pushed to Anrok. The transcript establishes that customer synchronization occurs at customer creation; it does not describe an update-sync mechanism. Therefore, I would keep this statement only if the product/engineering team has separately confirmed the API limitation.