Integrate Maxio Advanced Billing (Chargify)

Introduction

Hello and welcome to the Anrok <> Maxio integration guide. This guide outlines the process for linking your Maxio Advanced Billing (Chargify) account with Anrok to automatically synchronize transactions and update sales tax to your Maxio invoices.

Step 1

Create Webhook

1.  
   1. In the Maxio app, navigate to the site you will integrate with Anrok. 
   2. From the site sidebar, select Config > Settings > Webhooks.
   3. Click Add New Endpoint.
   4. Add this URl to the Webhook Endpoints field: https://api.anrok.com/integrations/chargify/sellers/id:YOUR_SELLER_ID
      • To find YOUR_SELLER_ID, navigate to this link and paste the unique code from the URL bar in your browser: app.anrok.com/YOUR_SELLER_ID/dashboard
   5. Check the checkbox next to   Send Webhooks to my Webhook Endpoint(s)
   6. Select the following checkboxes under Webhook Subscriptions:
      • Signup Success   
      • Subscription Product Change   
      • Component Allocation Change  
      • Upcoming Renewal Notice   
      • Invoice Issued  
      • Refund Success   
      • Customer update   
   7. Click Save.

Step 2

Connect with your Maxio account

The next step to integrate Anrok with Maxio Advanced Billing is connecting your account through the Anrok data sources dashboard. During this process, you must align your accounting time zone and provide the credentials associated with your Maxio Advanced Billing account.

1.  
   1. In the Anrok app , go to Data sources. Take me there!
   2. Under Data source, select Maxio Advanced Billing.
   3. Leave this screen open to input values as you generate them in steps 3-5.

Step 3

Create API Key

1.  
   1. In Maxio, navigate to Config > Integrations > API Keys > New API Key.
   2. Copy the API Key to a secure location. 
   3. In the Anrok app , enter the API key in the API Key field on the Data sources tab.

Step 4

Find Subdomain, Site Shared Key, and Connect to Maxio

1.  
   1. In Maxio, locate the name of your site in the upper left (directly beneath the Maxio logo).
   2. Click the site name and select Edit current site from the dropdown.
   3. Locate and copy the Subdomain.
   4. Locate the Shared Key. Copy the Shared Key and save in a secure location.
   5. In the Anrok app , input the Subdomain (Site) and Site Shared Key to the Data sources tab.
   6. For Product family ID and Tax component ID, put a placeholder value of 0. 
   7. Click Connect.

Step 5

Find Your Anrok API Key

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 Maxio.
4. Click Create key, then copy    the API Key.
   • Save this value in a password manager or secure environment in case you need it at a later date.
5. When you are finished, click Ok.

Step 6

Connect Maxio to Anrok

1.  
   1. In the Maxio app, navigate to Config > Taxes.
   2. Find Anrok and click Enable Anrok.
   3. In the API Key field paste your API key from the previous step and click Test Connection then Connect Anrok.

Step 7

Add a VAT ID to a customer record (optional)

VAT IDs can be added to the VAT number field on the customer object.