Integrate Anrok & Sage Intacct

Introduction

This guide outlines the process for linking your Sage Intacct account with Anrok. This will allow you to automatically synchronize transactions and update sales tax to your Sage Intacct invoices.

Step 1

Enable Sage Intacct features

To begin the integration process between Anrok and Sage Intacct, you must first turn on the Platform Services and Web Services features on your Sage Intacct account. These features will ensure that your Anrok account can communicate with your Sage Intacct account.

Try enabling Sage Intacct features in the demo above ☝️

1. In the Sage Intacct app , go to Company > Subscriptions > Subscribe and configure applications.
2. Under the Applications tab, complete the following:
   • Turn on the toggle next to Platform Services.
   • Turn on the toggle next to Web Services.

Step 2

Add Web Service authorization

Once you've enabled the Web Service feature on your Sage Intacct account, you must give Anrok Web Service authorization. 

Try adding Web Service authorization in the demo above ☝️

1. In the Sage Intacct app , go to Company > Company information, then click Edit.
   
2. Under the Security tab, navigate to Web Services authorizations.
3. Click Add, then enter the following information:
   • Sender ID — enter AnrokMPP.
   • Description — enter Anrok.
   • Status — in the drop-down, select Active.
4. When you are finished, click Save, then click Save.

Step 3

Install Anrok’s custom application

Anrok's integration with Sage Intacct requires installing Anrok's customer application anrok_application.xml (click here to download) onto your Sage Intacct account. This will ensure that your Anrok account can communicate with Sage Intacct.

Try installing Anrok’s custom application in the demo above ☝️

1. In the Sage Intacct app , go to Platform Services > Applications.
   
2. Under Custom applications, then click Install from XML.
3. Click Choose File, then select the anrok_application.xml file.
4. Click Install, then once the installation is complete, click Done.

Step 4

Create smart events for invoices

Creating smart events for invoices will enable Sage Intacct to notify Anrok when you update an invoice's details. This ensures that Anrok can update an invoice's tax calculations when applicable.

Try creating smart events for invoices in the demo above ☝️

1. In the Sage Intacct app , go to Platform Services > Smart Events.
   
2. Click Add, then under Owner object, select Order Entry transaction.
3. Under Document type, select the following:
   • Sales Invoice
   • Contract Invoice
   • Credit Memo
4. Click Done, then click Next >>.
5. Under Action, select API.
6. Under Events, select the following:
   • Add
   • Set
   • Delete
7. Click Done, then click Next >>.
8. Under API body, copy and paste the following:
   

   <create>
     <process_queue>
       <sessionid>{!USERPROFILE.SESSIONID!}</sessionid>
       <endpointurl>{!API_ENDPOINT!}</endpointurl>
       <invoiceid>{!SODOCUMENT.DOCNO!}</invoiceid>
       <entityid>{!SODOCUMENT.MEGAENTITYID!}</entityid>
       <webhooktype>orderentry</webhooktype>
     </process_queue>
   </create>

9. Click the checkbox next to Synchronous smart event, then click Next >>.
10. Under Smart link ID, enter ANROK_INVOICE_EVENTS.
11. When you are finished, click Done.

Step 5

Create smart events for customers

Creating smart events for customers will enable Sage Intacct to notify Anrok when you update the tax ID of a customer. This ensures that Anrok can update the tax calculations of a customer's invoices when applicable.

Try creating smart events for customers in the demo above ☝️

1. In the Sage Intacct app , go to Platform Services > Smart Events.
   
2. Click Add, then under Owner object, select Customer.
3. Click Next >>.
4. Under Action, select API.
5. Under Events, select Set.
   
6. Click Done, then click Next >>.
7. Under API body, copy and paste the following:
   

   <create>
     <process_queue>
       <sessionid>{!USERPROFILE.SESSIONID!}</sessionid>
       <endpointurl>{!API_ENDPOINT!}</endpointurl>
       <customerid>{!CUSTOMER.CUSTOMERID!}</customerid>
       <webhooktype>customer</webhooktype>
     </process_queue>
   </create>

8. Click the checkbox next to Synchronous smart event, then click Next >>.
9. Under Smart link ID, enter ANROK_CUSTOMER_EVENTS.
10. When you are finished, click Done.

Step 6

Create a role for managing Anrok's access

For Anrok to be able to process your transactions, Anrok needs your Sage Intacct user ID and password. We recommend creating an Anrok Web service user in Sage Intacct to manage access control. This will require you to create a role for managing Anrok's access.

Try creating a role for managing Anrok's access in the demo above ☝️

1. In the Sage Intacct app , go to Company, then under the Admin tab, select Roles.
   
2. Click Add, then enter the following information:
   • Name — enter Anrok Web Service Access.
   • Description — enter Role for anrok to access the Web Service.
3. When you're finished, click Save.
4. Click Permissions, then click the All button for the following subscriptions:
   • Accounts Receivable
   • Order Entry
   • Contracts
   • Process_Queue
5. When you're finished, click Save.

Step 7

Create an Anrok Web Service user

Once you've created a role for managing Anrok's access, you can create an Anrok Web Service user to utilize in the integration.

1. In the Sage Intacct app , go to Company, then under the Admin tab, select Web Service users.
   
2. Click Add, then enter the following information:
   • User ID — enter anrok-web-services.
   • Account email address — enter a preferred email to receive notifications.
   • Status — select Active.
   • User type — select Business.
   • Admin privileges — select Off.
3. Under Contact name, click the drop-down button, then click Add.
4. Enter the following information, then click Save:
   • Last name — enter Web Services.
   • First name — enter Anrok.
5. Under the Roles information tab, add the Anrok Web Service access role.
6. When you're finished, click Save.
7. Record the User ID and the password information sent to the preferred email entered.
8. Record the Company ID used to log into Sage Intacct.

Step 8

Update all user permissions

Once you've finished creating an Anrok Web Service user, you will need to update the permissions for all users that create invoices in your Sage Intacct account.

1. In the Sage Intacct app , go to Company, then under the Setup tab, select Roles.
   
2. For each role that creates invoices, click Subscriptions.
3. Next to Process_Queue, click Permissions.
4. Click the All button , then click Save.

Step 9

Enable sales tax subtotal

When calculating tax, Anrok will include its tax amounts in the subtotal on your invoice. To ensure tax is included on your invoices, you must enable sales tax subtotals on your sales invoices.

1. In the Sage Intacct app , go to Order Entry, then under the Setup tab, scroll down and select Transaction definitions.
   
2. Next to Sales Invoice, click View.
3. Under Accounting, click the checkbox next to Enable subtotals, then enter the following information:
   • Description — enter Sales Tax.
   • Subtotal type — select Charge.
   • Value type — select Amount.
   • GL account — select your Tax Receivable account.
   • Apportioned — keep unchecked.
   • Is tax — keep unchecked.
4. Click the Plus button +, then click Save.

Step 10

Create a "Sales Tax" line item (Optional)

If you want to add tax as a line item instead of a subtotal, you can create a "Sales Tax" product for Anrok to map its tax calculations to.

1. In the Sage Intacct app , go to Order Entry > Items.
   
2. Click Add, then enter the following information:
   • Item type — select Non-inventory.
   • Item ID — enter SalesTax. This will show up in your future invoices as the tax item.
   • Name — enter Sales Tax. 
   • GL group — select a GL Group you think your sales tax should belong to. If you don't know what a GL Group is, choose one you deem the most relevant.
3. When you are finished, click Save.
4. Record the Item ID, referred to as the Tax Product ID in Anrok.

Step 11

Connect to your Sage Intacct account

The first step in integrating with Sage Intacct is connecting directly to your Sage Intacct account within Anrok. During this process, you must align your accounting time zone and provide the credentials associated with your Sage Intacct account.

Try connecting with Sage Intacct in the demo above ☝️

1. In the Anrok app , go to Data sources. Take me there!
2. Select Integrate system, then under Accounting time zone, select the time zone that matches your Sage Intacct account (or select UTC if you don't know which time zone to select).
3. Under Data source, select Sage Intacct.
4. Enter the following information that you previously recorded:
   • Company ID
   • Tax Product ID (optional)
   • User ID
   • User Password
5. Under Choose entity type, select the applicable entity type. If you've selected Sub-entity, enter the Entity ID.
   
   

   Tip

   Your Entity ID can be found in the Sage Intacct app by going to Company > Entities. Here, you will see it listed in the ID column.

6. When you are finished, click Connect.

Step 12

Add your Sage Intacct items as product IDs

In Anrok, your Sage Intacct items will be called product IDsProduct ID
They describe the specific product or service that was sold to your customer. Product IDs are passed to Anrok from your billing system as the product(s) you are including on the invoice.

Each product ID must be mapped to a corresponding tax configuration in Anrok, which signals what taxability category to apply to the product. These product IDs are the key drivers for calculating taxability. It's important that you add your current and previous Sage Intacct items into Anrok. See What are product IDs?

Try adding your Sage Intacct items in the demo above ☝️

1. Under New products detected, select a corresponding Product type and Tax category for each product detected. See Select a tax configuration.
2. If you'd like to assign a Product type and Tax category to multiple products at once, click the checkbox    next to each product, then select Batch assign.
3. When you are finished, scroll down and click Add products.

Step 13

Import your Sage Intacct transactions

Now that you've assigned all of your product IDsProduct ID
They describe the specific product or service that was sold to your customer. Product IDs are passed to Anrok from your billing system as the product(s) you are including on the invoice.

Each product ID you sell must be mapped to a corresponding tax configuration in Anrok, which signals what taxability ruleset to apply to the product., you can now begin importing your historical transaction from Sage Intacct into Anrok.

Try importing your Sage Intacct transactions in the demo above ☝️

1. Under Select transactions to import, select one of the following options:
   • Import all past transactions — all transactions will be imported into Anrok. This will result in a complete picture of your economic nexus exposure.
   • Import transactions from a specific date — some past transactions will not be imported into Anrok. This may result in an incomplete picture of your current economic nexus exposure.
   • Continue without importing past transactions — none of your historical transactions will be imported into Anrok. This may result in an incomplete picture of your economic nexus exposure.
2. Select Import transactions (or Mark as finished depending on your previous selection).
3. When your transactions have finished importing, select Mark complete.

Sage Intacct is now successfully integrated with your Anrok account. Next, learn more about how to configure your Product IDs and when to register in a jurisdiction.