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Prospective Integrated Partners Questionnaire
Please fill out the web form below to qualify
Prospective Integrated Partners Questionnaire
Onboarding:
1. Will there be companies that have a management structure?
Yes, there may be companies that have sub-entities under them.
No, there will only be one company created per application.
2. How will you be authenticating with CSI?
All companies will use the integrators auth token for authentication.
Each company will have their own auth token.
3. Will the customer be navigating to CSI’s user interface?
Yes, the client will go to CSI’s user interface.
No, this will be a completely embedded solution.
4. Is there any branding needed?
Yes
No, CSI branding is fine.
Funding Accounts:
1. How many Funding Accounts will a company have?
1
1+
2. Who will be the source of truth for the check starting number?
CSI will be provided a check starting number and iterate up after every transaction.
The integrator will pass a check number with every transaction.
3. Will CSI auto-debit funds from the customers funding account?
Yes
No
4. How will funding occur?
One funding request per batch.
One funding request per day per bank account.
Vendor Management:
1. Who is the source of truth for vendors? (Such as payment method, address fields, etc.)
CSI
Integrator
2. Will vendors be on the parent company or child company?
Parent
Child
Payments:
1. How many transactions will be in a batch?
1 transaction per batch
More than 1
More than 100
2. Will unknown vendors be received on a transaction?
No. CSI will be aware of the vendor before they are in a payment transaction with CSI.
Yes, we may send a vendor in a payment that CSI is unaware of.
3. If a transaction fails, what should CSI do?
Fail the entire batch.
Split the batch into an errored transaction and proceed to pay the successful transaction.
4. What Payment Methods will be used? (multi-select)
ACH
Virtual Card
Check
Webhooks:
1. Does your system support receiving webhooks and updating data?
Yes
No
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