Integrate Anrok & Bill.com

Step 1 — Invite Anrok as a user

For Anrok to send API requests to your Bill.com account, you will need to invite Anrok as a user on your Bill.com account. This will ensure Anrok and Bill.com will be able to communicate effectively once the integration has been established.

Try inviting Anrok as a user in the demo above ☝️

1. In the BILL app , go to Settings > Roles & Permissions > Users. Take me there!
2. Click New, then enter the following information:
   • First name — enter Anrok.
   • Last name — enter Integration.
   • Email — enter billing-integration-support@anrok.com.
3. Next to Role, click the drop-down box, then select Administrator.
4. When you are finished, click Save. 

Step 2 — Create a Tax item

For Anrok to add the calculated sales tax to your Bill.com invoices, Anrok requires you to create a Tax item in your Bill.com account. Anrok will then add its calculated sales tax as a line item on your invoice.

Try creating a Tax item in the demo above ☝️

1. In the BILL app , go to Settings > Accounting > Classifications > Items. Take me there!
2. Click New, then fill with the following information:
   • Type — select Service.
   • Name — enter  Tax .
3. When you are finished, click Save.

  Note : When you see this item later in Anrok in the list of items to provide tax configurations, you can select N/A.

Step 3 — Locate your Tax item ID

Once you’ve created a Tax item, Anrok will then require you to provide the Tax item’s ID to complete the integration process.

Try locating your Tax item ID in the demo above ☝️

1. In the BILL app , go to Settings > Accounting > Classifications > Items. Take me there!
2. Under Items, select the Tax item.
3. Control-click the pencil button    in the top-right corner, then click Copy Link Address.
4. In the copied URL, locate the Tax item's ID. It will look like this example: us.bill.com/InvoiceProduct?id=0ii02KCLYSWRHSNj3on0&e=1.

Step 4 — Locate your Organization ID

To import your product pricing catalog and ingest your historical transactions, Anrok requires you to provide the Organization ID of your Bill.com account.

Try locating your Organization ID in the demo above ☝️

1. In the BILL app , go to Settings > Company Profile > Documents. Take me there!
2. Select Details, then click Details.
3. Control-click the pencil button    in the top-right corner, then select Copy Link  Address. 
4. In the copied URL, locate the Organization ID. It will look like this example: us.bill.com/Organization?id=00802UJUWWLHLEP23m99&e=1.

Step 5 — Connect to Bill.com

The first step of integrating with Bill.com 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 Bill.com account.

Try connecting to Bill.com 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 Bill.com account (or select UTC if you don't know which time zone to select).
3. Under Data source, select Bill.com, then enter your Tax Item ID and Organization ID.
4. When you are finished, click Connect.

Step 6 — Add your Bill.com items as product IDs

In Anrok, your Bill.com 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 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 current and previous Bill.com products into Anrok. See What are product IDs?

Try adding your Bill.com 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 7 — Import your Bill.com 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 Bill.com into Anrok.

Try importing your Bill.com 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.