Connect with your Stripe account

The first step of integrating with Stripe will be connected directly to your Stripe account within Anrok. During this process, you must align your accounting time zone and provide the credentials associated with your Stripe account.

Try connecting with Stripe 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 Stripe account (or select UTC if you don't know which time zone to select).
3. Under Data source, select Stripe.
4. Under Environment, select whether you are connecting your Live or Test Stripe environment.
5. Click Connect with Stripe, then sign in with your Stripe credentials.
6. Select the account you’d like to connect to Anrok, then click Connect →.
7. Once you see " You are now logged into Stripe”, click Connect.

Step 2

Add your Stripe products as product IDs

In Anrok, your Stripe products 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 you sell must be mapped to a corresponding tax configuration in Anrok, which signals what taxability ruleset 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 Stripe products into Anrok. See What are product IDs?

Try adding your Stripe products 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 3

Import your Stripe 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 Stripe into Anrok.

Try importing your Stripe 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.

Step 4

Set a default product ID (Optional)

If you have an automated workflow that can generate new 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. in Stripe, we recommend creating a default product ID. When a default product ID has been set, Anrok will apply its tax configuration whenever a Stripe product hasn't been configured into Anrok. See Set up a default Product ID.

Try setting a default product ID in the demo above ☝️

1. In the Anrok app , go to Data sources. Take me there!
2. Under Integration sources, click the Options menu button  next to Stripe, then select Configure new products.
3. Under Default product, click Set default product.
4. Select a corresponding Product type and Tax category for each product detected. See Select a tax configuration.
5. When you are finished, click Add products.