Step 1

Create a Chargebee API key

In order to import your product pricing catalog and ingest your historical transactions, Anrok requires you to create and provide a Chargebee API key.

Try creating a Chargebee API key in the demo above ☝️

1. In the Chargebee app , go to Settings > Configure Chargebee > API keys.
2. Click + Add API Key, then select Read-Only Key.
3. Select All, then under Name the API Key, enter Anrok.
4. When you are finished, click Create Key. 

Step 2

Locate your Chargebee site name

In order to connect to your Chargebee instance, Anrok requires the site name (subdomain) of your Chargebee account.

1. In the Chargebee app , go to Home.
2. In the URL, locate your site name (subdomain). It will look like the following example highlighted in green:  support-demo.chargebee.com. 

Step 3

Connect to Chargebee

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

Try connecting with Chargebee 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 Chargebee account (or select UTC if you don't know which time zone to select).
3. Under Data source, select Chargebee, then enter your Chargebee API key and Site name.
4. When you are finished, click Connect.

Step 4

Add your Chargebee products as product IDs

In Anrok, your Chargebee 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 Chargebee products into Anrok. See What are product IDs?

Try adding your Chargebee 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 5

Import your Chargebee 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 Chargebee into Anrok.

Try importing your Chargebee 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 6

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 Chargebee (i.e. Chargebee’s “Quick Charge'' feature), we recommend creating a default product ID. When a default product ID has been set, Anrok will apply its tax configuration whenever a Chargebee product hasn't been configured into Anrok. See Set up 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 Chargebee, 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. 

Step 7

Generate an Anrok API key

To enable Chargebee to send live transaction data to Anrok for tax calculation automatically, you will need to enable Anrok tax on your Chargebee account. As part of the setup, they will request your Anrok API key.

Try generating an Anrok API key in the demo above ☝️

1. In the Anrok app , go to Data sources. Take me there!
2. Under Integration sources, click the option menu button  next to Chargebee, then select Manage Anrok API key.
3. Select Generate Anrok API key, then copy    the API key.
4. When you are finished, click Done.

Step 8

Enable Anrok tax

Once you’ve generated an Anrok API key, you can begin the process of enabling Anrok tax in your Chargebee account.

Try enabling Anrok tax in the demo above ☝️

1. In the Chargebee app , go to Apps > Go to Marketplace.
2. Select Tax Management, then click Anrok.
3. Click Connect, then click Get Started.
4. Under Anrok API Key, enter the previously generated API key, then click Authenticate.
5. Click Proceed, then turn on the toggle    to post invoices & credit notes to Anrok.
6. Click Proceed.

Step 9

Validate your existing customer addresses

The Chargebee & Anrok integration can be used to validate your existing customer addresses to determine the taxability of their invoices.

Try validating your existing customer addresses in the demo above ☝️

1. Under Validate Existing Addresses, click Choose an option.
2. Click the checkbox    next to United States, then click Run Check.

Step 10

Enable live tax calculations in Chargebee

1. Select Go to Taxes.
2. Under Regions, select a region. If you have not created a taxable region, you can add one by clicking + Add region.
3. Under Pick a mode of configuration, select Anrok.
4. Repeat steps 2-3 for each region where your company will use Anrok for tax calculation.