How to set up CSI integrations

By incorporating CSI's platform, you can automate B2B payments and synchronize data between our system and CSI's platform for smooth payment processing and reconciliation.

Steps: 

1. Navigate to SET UP FILES > Set Up Options
2. Click  API Integrations located at the top of the page. 
3. Click on CSI Credentials.
4. Enter the following information
   
   
   

   Field	Description
   Host URL	Enter a host URL
   Email Address	Enter an email address
   Password	Enter the password

5. Click SAVE.  
   
   

* CSI will only except the following payment types:  VMC, ACH and ECHECK. To add or change payment types go to Master Files>Suppliers>Supplier payments types.