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Integrate Anrok & Braintree

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Introduction

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

Content preview:

  1. Invite Anrok to your Braintree account
  2. Generate a new Braintree API key
  3. Connect to Braintree
  4. Add your Braintree products as product IDs
  5. Import your Braintree transactions

 

Before you begin, take a look at how the Anrok & Braintree integration works 👉 

Integration architecture

From a high-level perspective, Anrok is a tool used to determine the taxability of a transaction and appends the local sales tax rate to the transaction if applicable. In addition, the platform helps track nexus exposure by aggregating all transactions in a given jurisdiction and comparing it against the relevant state thresholds. Other benefits include managing registration, returns, and remittance. 

The diagrams below depict the key Anrok integration touchpoints in a typical transaction initiated in Braintree.

First subscription transaction example

 

Screen_Shot_2022-02-11_at_5.26.09_PM.png

  1. Fetch sales tax: In your self-serve checkout flow, you will fetch the sales tax for the subscription using the Anrok API, based on the customer and products info.
  2. Create subscription: You will then create a subscription on Braintree with an additional add-on called sales-tax and provide the sales tax amount returned from the Anrok API.
  3. Transaction charged: Anrok polls Braintree for transactions that were created or updated in the last 2 hours and will attach the transaction to the appropriate tax return. Anrok will also update the sales tax on its corresponding subscription if necessary (to match current tax rates and remittance status).

Future subscription transaction example

Screen_Shot_2022-02-11_at_10.32.03_AM.png

Anrok polls Braintree every 2 hours for subscriptions that will be billed within the next day and updates sales tax on it if necessary.

This will ensure that the sales tax is correct when the subscription is charged.

Checklist

Below is a checklist of steps that should be followed during the Anrok integration process.

  • Provide Anrok with the Product IDs, API key, and merchant ID for the integration.
  • Test the integration.

 

Step 1 — Invite Anrok to your Braintree account

To import your product catalog and ingest your historical transactions, Anrok requires you to create a new Braintree API key.

lnYsF_9DfYAt4KwfRknVkr7xhKmtkC3ZW6u0WbeCF9pzJTsweTV4xQtqI7SgnBv2jq9iGSqEw5-ntwvITt19yD5LaFdamX9614jh1-sbFi7ElsvX9ShrWRZEE6uj.png Note: Since Braintree's API credentials are tied to a user account, If the Braintree user who owns the key is removed or deactivated, the API key will no longer work. For this reason, it's recommended that you create a new user account specifically for Anrok or invite Anrok to your account.

Try Inviting Anrok to your Braintree account in the demo above ☝️

  1. In the Braintree app CleanShot 2023-07-20 at 11.34.37@2x.png, click the gear button CleanShot > Team.
  2. Click + New User, then under Email, enter billing-integration-support@anrok.com.
  3. Under API Access, click the checkbox  CleanShot  next to API Access (if not already selected).
  4. Under Roles, click the checkbox CleanShot  next to Account Admin.
  5. When you are finished, click Create User.

 

Step 2 — Generate a new Braintree API key

Once you’ve invited Anrok to your Braintree account (or created an account made specifically for Anrok’s API key) you can begin the process of creating a new Braintree API key under that account.

Try generating a Braintree API key in the demo above ☝️

  1. In the Braintree app CleanShot 2023-07-20 at 11.34.37@2x.png, click the gear button CleanShot > API.
  2. Click + Generate New API Key.
  3. Navigate to the new API key, then click View.
  4. Record the Public Key, Private Key, Environment, and Merchant ID information listed.

 

Step 3 — Connect to Braintree

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

Try connecting with Braintree in the demo above ☝️

  1. In the Anrok app CleanShot 2023-07-20 at 12.02.21@2x.png, go to Data sources. Take me there!
  2. Select Integrate system, then under Accounting time zone, select the time zone that matches your Braintree account (or select UTC if you don't know which time zone to select).
  3. Under Data source, select Braintree, then enter the Public Key, Private Key, Environment, and Merchant ID listed on your Braintree API key.
  4. When you are finished, click Connect.

 

Step 4 — Add your Braintree plans as product IDs

In Anrok, your Braintree plans will be called “product IDs". These product IDs are the key driver 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 Braintree plans in the demo above ☝️

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

 

Step 5 — Import your Braintree transactions

Now that you've assigned all of your product IDs, you can now begin importing your historical transaction from Braintree into Anrok.

Try importing your Braintree 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 economic nexus exposure to date.
    • 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.

 

Before you begin creating and editing invoices, you will need to make sure your Braintree account has been properly configured for tax calculation. Check out how to configure your Braintree account.



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