Integrate Anrok & Recurly

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Introduction

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

 

 

Step 1

Create a Recurly API key

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

Try creating a Recurly API key in the demo above ☝️

  1. In the Recurly app CleanShot 2023-07-19 at 15.14.52@2x.png, go to Integrations > API Credentials.
  2. Click Add Private API Key, then enter the following information:
    • Key Name — enter Anrok .
    • Read-Only — deselect the checkbox  recurly_empty_checkbox.png  (if selected already).
  3. Under Application Using This Key, select Other, then enter anrok.com .
  4. When you are finished, click Save Changes.
  5. Record the API key. 

 

 

Step 2

Create a Tax item

For Anrok to add the calculated sales tax to your Recurly invoices, Anrok requires you to create a Tax item in your Tax item 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 Recurly app CleanShot 2023-07-19 at 15.14.52@2x.png, go to Configuration > Items.
  2. Click Create New Item, then under Item Details, enter the following information:
    • Name — enter Tax .
    • Item Code — enter an item code that aligns with your current formatting.
  3. Under Default Price, enter $0.00  (if not already selected).
  4. When you are finished, click Create Item.
  5. Record the Tax item code.

 

 

Step 3

Configure a Recurly webhook

In order for your Anrok and Recurly accounts to communicate as expected, Anrok requires you to create and provide a Recurly webhook. 

Try creating a Recurly webhook in the demo above ☝️

  1. In the Recurly app CleanShot 2023-07-19 at 15.14.52@2x.png, go to Integrations > API Credentials.
  2. Click Configure, then click New Endpoint.
  3. Under Endpoint Details, enter the following information:
    • Endpoint Name — enter Anrok .
    • Endpoint URL — enter https://api.anrok.com/integrations/recurly/sellers/id:[your Anrok seller ID located in your Anrok account's URL] .
    • HTTP Auth Username — enter anrok .
    • HTTP Auth Password — enter a password. We recommend using a strong password, such as one generated by a password manager.
    • Format – select JSON.
  4. Under Account notifications, select the following checkboxes:
    • CleanShot 2023-07-18 at 14.29.30@2x.png  account.created
    • CleanShot 2023-07-18 at 14.29.30@2x.png  account.updated
  5. Under Subscription notifications, select the following checkboxes:
    • CleanShot 2023-07-18 at 14.29.30@2x.png  subscription.created
    • CleanShot 2023-07-18 at 14.29.30@2x.png  subscription.reactivated
    • CleanShot 2023-07-18 at 14.29.30@2x.png  subscription.renewed
    • CleanShot 2023-07-18 at 14.29.30@2x.png  subscription.resumed
    • CleanShot 2023-07-18 at 14.29.30@2x.png  subscription.updated
    • CleanShot 2023-07-18 at 14.29.30@2x.png  subscription.pending_change.scheduled
  6. Under Charge Invoice notifications, select the following checkboxes:
    • CleanShot 2023-07-18 at 14.29.30@2x.png  charge_invoice.created
    • CleanShot 2023-07-18 at 14.29.30@2x.png  charge_invoice.failed
    • CleanShot 2023-07-18 at 14.29.30@2x.png  charge_invoice.update 
  7. Under Credit Invoice notifications, select the following checkboxes:
    • CleanShot 2023-07-18 at 14.29.30@2x.png  credit_invoice.created
    • CleanShot 2023-07-18 at 14.29.30@2x.png  credit_invoice.updated
    • CleanShot 2023-07-18 at 14.29.30@2x.png  credit_invoice.voided
  8. Under Prerenewal Notifications notifications, select the following checkboxes:
    • CleanShot 2023-07-18 at 14.29.30@2x.png  subscription.renewal.scheduled
  9.  When you are finished, click Save Changes.
  10. Record the Webhook username, Webhook password, and Webhook endpoint secret.

 

 

Step 4

Connect to Recurly

The first step of integrating with Recurly 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 Recurly account.

Try connecting with Recurly 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 Recurly account (or select UTC if you don't know which time zone to select).
  3. Under Data source, select Recurly, then enter your API key, Tax Item code, Webhook username, Webhook password, and Webhook endpoint secret.
  4. When you are finished, click Connect.

 

 

Step 5

Add your Recurly products as product IDs

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

Try adding your Recurly 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  anrok_checkbox.png  next to each product, then select Batch assign.
  3. When you are finished, scroll down and click Add products. 

 

 

Step 6

Import your Recurly 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 Recurly into Anrok.

Try importing your Recurly 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 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.CleanShot 2023-08-17 at 11.41.50@2x.pngMost 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 a VAT ID to a customer's records in the demo above ☝️

  1. In the Recurly app CleanShot 2023-07-19 at 15.14.52@2x.png, go to Customers. 
  2. Select a customer contact, then next to Account Information, click Edit.
  3. Under Tax Number, enter the customer's VAT ID.
  4. When finished, click Save Changes. 

 

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