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. 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 to the API Key field on the Data sources tab.

Step 4

Find Site Shared Key

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 Site Name.
   4. Locate the Shared Key. Copy the Shared Key and save in a secure location.
      • In the Anrok app , input theSite Name and Site Shared Key to the Data sources tab.

Step 5

Create Sales Tax Quantity-Based Component

1. 1. In Maxio, navigate to Catalog > Products.
   2. Select the Product Family View and locate the relevant Product Family for your subscriptions.
      • Important: Your Sales Tax Component must be created in the same Product Family as any subscriptions where you will use Anrok tax calculation.
      • If you have multiple Product Families and you plan to apply tax to them through Anrok, reach out to technicalsolutions@anrok.com before proceeding to ensure the correct configuration. 
   3. Navigate to the Components tab.
   4. Click the button Create Component +
      • Select Quantity Based (Recurring)
      • Component Name: Sales Tax
      • Unit Name: dollars
   5. Set the default component pricing to $1.00 per unit.
   6. Navigate to Advanced Options. Click edit.
      • Toggle onFractional Quantities.
      • Toggle off the Date Range on Invoicefield.
   7. Click Save.
   8. Find the numeric ID for Sales Tax (directly below the product name on your Product Catalog).
   9. In the Anrok app , input the ID to the Tax product ID field in the Data sources tab.
      • Now that all the required fields are complete on this tab, click Connect.

Step 6

Configure Invoice Settings

1. 1. In the Maxio app, navigate to Config > Settings > Invoices.
   2. De-select the following checkboxes:
      • Display Unit Price
      • Display Quantity
   3. Check the checkbox   next to Hide Product Date Range.

Step 7

Restrict Existing Coupons

1. 1. In the Maxio app, navigate to Catalog > Products.
   2. Navigate to the Coupons tab.
   3. For each existing Coupon:
      • Click Edit.
      • Under Advanced Options, click Edit.
      • Select the checkbox for Restrict Coupon.
      • Deselect the checkbox for Sales Tax.

Step 8

Add a VAT ID to a customer record (optional)

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