Integrate Anrok & Ordway

Introduction

Hello and welcome to the Anrok/Ordway integration guide. This guide outlines the process for linking your Ordway account with Anrok to automatically synchronize transactions and update sales tax to your Ordway invoices.

Invite Anrok to Ordway Account

The Ordway <> Anrok integration requires a user account with the Admin role. You may use your existing account and its corresponding token found in the "Retrieve User Token" section of your Ordway account.

1. Navigate to "Setup" → "Organization Structure" → "Users"
2. Click "Add"
   • Email: existing account email
   • User Name: Anrok
   • Roles: Admin

Request Ordway API Key

API Keys cannot be generated using the Ordway dashboard. You'll need to request a new API key from Ordway.

Retrieve User Company

1. Navigate to "Setup" → "Organization Structure" → "Company Profile"
2. Copy Company Name

Input User Email

Input the email address for the Anrok user you added/shared (typically billing-integration-support@anrok.com)

Retrieve User Token

1. Navigate to "Setup" → "Organization Structure" → "Users"
2. Click on user "Anrok"
3. Copy Token. Save this Token in a secure environment for later use.

Request Anrok API key

To connect to Anrok, request an API key from Anrok and add it to the Ordway integration connection. To get the API key from Anrok:

1. Log in to your Anrok Account. Take me there!

2. Click Settings > Developers: Manage API keys -> New key. Take me there!

3. Once you have the API Key, access the Anrok Connection profile in Ordway: Menu > Setup > Integrations. Click Connect to the right of the Anrok logo.

Add a VAT ID to a customer record

A VAT ID can be added to a customer record in Ordway by taking the following steps:

1. Navigate to "Setup" → "Customize" → "Customers"
2. Add field with API name "tax_id"