Integrate Anrok & Orb

Step 1

Update your Accounting setting

Before connecting Orb to your Anrok account, you must update your Accounting settings. This step is critical for tracking real-time updates between Anrok and Orb.

Try updating your Accounting settings in the demo above ☝️

1. In the Anrok app , go to Settings. Take me there!
2. Next to Accounting, click Edit, then select the time zone that matches your Orb account. If you are not sure what time zone is being used in your Orb account, select UTC.
3. When you are finished, click Save.

Step 2

Generate an Anrok API key

To connect with Anrok, you will need to provide Orb with your Anrok account's API key. Providing this key ensures that your Anrok and Orb accounts will be able to communicate effectively.

Try generating an Anrok API key in the demo above ☝️

1. In the Anrok app , go to Settings. Take me there!
2. Under Developers, click Manage API Keys.
3. Click New key, then in the Notes field, enter a title or internal notes for the API key.
4. Click Create key, then copy    the Key ID and Secret.
5. When you are finished, click Ok.

Step 3

Connect to Anrok

Once you’ve updated your Accounting settings and generated an Anrok API key, you can begin connecting your Orb account with Anrok.

Try connecting to Anrok in the demo above ☝️

1. In the Orb app , go to Settings > Taxes. Take me there!
2. Select Connect to Anrok.
3. On the next screen, enter your Anrok API key from Step 2. 
4. When you are finished, click Save.

Step 4

Create Product IDs in Anrok

In Anrok, your Orb offerings will be called product IDsProduct ID
They describe the 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 driver for calculating taxability. It's important that you add your Orb products and services into Anrok. See What are product IDs?

Try adding your Orb items in the demo above ☝️

1. In the Anrok app , go to Product IDs. Take me there!
2. Click Add product.
3. Under Product ID, create a unique Product ID. These IDs are flexible and you can choose what works best for your business. 
   • Tip: We recommend making these descriptive of the tax category you will assign, i.e. 'saas-general-b2b' or 'pro-serv-mandatory'. 
4. Under Product name, enter the name for your product.
   • Reminder: a singular Anrok Product ID that groups many of your Orb items will reduce the number of Product IDs you need to create. This can also simplify mapping these Product IDs to Orb in Step 5.
5. Under Assign a tax configuration, select a corresponding Product type and Tax category for the product. See Select a tax configuration.
6. When you are finished, click Save.

Step 5

Map Product IDs to Orb items

When integrating with Anrok, each item in Orb must be mapped to one of the Anrok Product IDs you created in Step 4. Orb supports this mapping by allowing you to create add external item IDs for each of your Orb items.

Try creating external item IDs for your Orb items in the demo above ☝️

1. In the Orb app , go to Settings > Items. Take me there!
2. Select an item, then click Edit.
3. Under External item ID, enter the Anrok Product ID you created in Step 4 that will associate the relevant tax categorization for this Orb item.
4. When you are finished, click Save.

Step 6

Import your Orb transactions (Optional)

Importing your historical transactions will be key to maintaining a complete picture of your economic nexus exposure. To import your Orb transactions into Anrok, you will need to reach out to Orb support through your company's Slack channel or by emailing team@withorb.com. 

Step 7

Add VAT IDs to your customer records

Adding a VAT IDVAT ID
Also known as a VAT registration number (VRN), this is the unique number that identifies a taxable business that is registered for VAT.Most businesses (and other persons carrying out an economic activity) are required to have a VAT number. to your customer records will be essential for tracking international economic nexus exposure. Once a VAT ID has been added, Anrok can use your customer's VAT ID to verify an invoice's taxability in a given country/region.

Try adding VAT IDs to customer records in the demo above ☝️

1. In the Orb app , go to Customers. Take me there!
2. Select a customer, then under Customer details, click Edit.
3. Under Tax details, enter the VAT ID’s Type and Value.
4. When you are finished, click Save.