Integrate Anrok & Zuora

Introduction

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

Step 1 — Create an API user role in Zuora

You will need a user with administrator access to your Zuora tenant in order to proceed.

1. Log in to Zuora
2. Click on the user name in the very top right of the Zuora app and click Administration under the Settings icon
3. In the Administration settings page, click Manage User Role.
4. On the Manage Roles page, click Add new role.
5. In the Basic Info section on the New Role page, enter 'Anrok API User' in the Role Name.
6. In the Platform Permissions section, select the API Write Access check box and leave the UI Access box unchecked. 
7. Click Save

Step 2 — Create an API user for Anrok

1. Click the user name at the top right and click Administration.
2. On the Administration Settings page, click Manage Users.
3. On the All Users page, click add single user to create a new user, or click the name of an existing user to change that user's access. 
4. Fill in the fields.
   1. User email can be either an email on the seller's end or billing-integration-support@anrok.com 
   2. Fill in the user first name as "Anrok" and last name as "API".
   3. Select API user for the Zuora Platform Role option.
   4. Leave the rest of the roles as 'Standard user'
5. Click Save to create the user. 

Step 3 — Respond to the Zuora invitation

1. Anrok user must IN INCOGNITO Respond to Zuora invitation email and create a password.
2. If the seller is following the link to authenticate the user, please have the seller open the link incognito. 

Note: if you do not use incognito, you will have to clear all Zuora cookies in the browser.

Step 4 — Create an OAuth client

1. Click the user name at the top right and click Administration.
2. On the Administration Settings page, click Manage Users.
3. Click the "Anrok API" user.
4. In the New OAuth Clients section, enter a name for the OAuth client, such as "Anrok OAuth Client"
5. If the seller has the Multi-entity feature enabled, select which entities the OAuth client will be permitted to access.
6. Click create. Zuora will display the Client ID and Client Secret for the OAuth client. This is the only time you can see the Client Secret. Please have the seller save both ID and Secret to somewhere secure.
7. Click OK.

Step 5 — Create Anrok tax code

1. Click username at the top right and navigate to Settings > Billing.
2. Click Setup Taxation Codes.
3. Click add new tax code.
4. Enter the following information in the Basic Information panel:
   1. Tax Code Name: Anrok
   2. Click "Use Multiple Tax Engine" and type "-" in the mapping formula
   3. Description: "Anrok Tax"
5. Click save

Step 6 — Activate the Anrok tax code

1. Click back to Tax Code list and click Activate to activate the tax code.

Step 7 — Turn off auto-post

If the seller has auto-post turned on, turn off auto-post for all bill runs. Anrok requires that this feature be turned off in order to properly apply tax. 

1. Click username at the top right and navigate to Settings > Billing.
2. On the Billing Settings page, click Define Billing Rules.
3. If any of these rules are present: "Support bill run auto-post", "Default bill run to auto-post", delete and remove the rules.

Step 8 — Connect to Anrok

Enter the Client ID, Client Secret, and Tax Code name (should be "Anrok") that the seller saved into Anrok's web interface

Additional Set-Up Notes

1. During onboarding, Anrok will automatically mark all seller Zuora products as "Taxable" within the system.
2. Anrok will also automatically set up webhooks.