Step 1: e·silentpartner Implementation

Please contact your e·silentpartner support team representative at support@esilentpartner.com to schedule a webinar where we will walk you through the setup and AP (accounts payable) process within e·silentpartner,
and the initial account setup process with CSI.

Step 2: Account Setup with CSI

CSI will provide you with the following:

  • Application and onboarding documents required to get you set up to use their services (Once your account is created, your CSI Implementation Manager will provide you with information to access to your CSI Paysystems account via your web browser.)
  • The SFTP user credentials required for the e·silentpartner setup procedures
  • Contact information for your assigned Implementation Manager (responsible for assisting with account creation, setup, and onboarding) and a Relationship Manager (responsible for assistance with the day-to-day management of your account)

Step 3: Submit Master Vendor List for Vendor Enrollment

Master Vendor list

The CSI Vendor Enrollment Team uses your master vendor list to give a best estimate of possible virtual card acceptance. A master vendor list is a list of all active vendors the client has paid in the past year.

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The active vendors included in the master vendor list can only be documented as business names. This list should exclude individuals, financial institutions, and insurance companies.

The master vendor list must contain the following information for each active vendor:

• Company Name
• Vendor Name
• Vendor ID (Supplier Code)
• Email (if available)
• Address 1
• Address 2

• City
• State/Province
• ZIP/Postal Code
• Country Code
• Contact Phone
• 12-Month Spend

To pull this information from e·silentpartner, we have provided two SQL queries (OpenBase and Oracle Database) you can use in the Ad Hoc Report Designer.

OpenBase Database

To export Master Vendor List information when using OpenBase, follow these steps:

  1. Navigate to the Ad Hoc Report Designer.
  2. Copy and paste the following SQL query into the top portion of the window:
    SELECT LOCATION.NAME, VEN.LOCATION_CODE, VEN.NAME, VEN.VENCODE, VEN.ADDRLINE1, VEN.ADDRLINE2, VEN.CITY, VEN.STATE, VEN.ZIPCODE, VEN.COUNTRY, VEN.TAXID, VEN.CONTACT,VEN.PHONE, VEN.FAX, VEN.EMAIL, VEN.ACCTNUM, SUM(VEN_- INV.AMT) TWELVEMONTH, '' NATIONALCONTRACT, '' PURCHASEPRG, VEN.DAYSDUE AS TERM FROM LOCATION, VEN, GL , VEN_INV WHERE GL.LOCATION_CODE=LOCATION.CODE AND GL.GLACCT = VEN.AP_GLACCT AND VEN.ISEMPLOYEE='NO' AND VEN_INV.VENCODE=VEN.VEN-CODE AND VEN_INV.INVDATE between add_months(trunc(sysdate, 'MM'), -12) and trunc(sysdate) group by LOCATION.NAME, VEN.LOCATION_CODE, VEN.NAME, VEN.VENCODE, VEN.ADDRLINE1, VEN.ADDRLINE2, VEN.CITY, VEN.STATE, VEN.ZIPCODE, VEN.COUNTRY, VEN.TAXID, VEN.CONTACT,VEN.PHONE, VEN.FAX, VEN.EMAIL, VEN.ACCTNUM, VEN.DAYSDUE
  3. Save the query in your My Saved Queries folder (e.g., CSI Vendor Enrollment).
  4. Export the information as a CSV file and email the file to your CSI representative.

Oracle Database

To export Master Vendor List information when using Oracle, follow these steps:

  1. Navigate to the Ad Hoc Report Designer.
  2. Copy and paste the following SQL query into the top portion of the window:
    SELECT LOCATION.NAME, VEN.LOCATION_CODE, VEN.NAME, VEN.VENCODE, VEN.ADDRLINE1, VEN.ADDRLINE2, VEN.CITY, VEN.STATE, VEN.ZIPCODE, VEN.COUNTRY, VEN.TAXID, VEN.CONTACT,VEN.PHONE, VEN.FAX, VEN.EMAIL, VEN.ACCTNUM, SUM(VEN_INV.AMT) TWELVEMONTH, '0' NATIONALCONTRACT, '0' PURCHASEPRG, VEN.DAYSDUE FROM LOCATION, VEN, GL , VEN_INV WHERE GL.LOCATION_CODE=LOCATION.CODE AND GL.GLACCT = VEN.AP_GLACCT AND VEN.ISEMPLOYEE='0' AND VEN_INV.VENCODE=VEN.VENCODE AND TIMESTAMPADD(SQL_TSI_MONTH, 12, VEN_INV.INVDATE) >= CURDATE() group by LOCATION.NAME, VEN.LOCATION_CODE, VEN.NAME, VEN.VENCODE, VEN.ADDRLINE1, VEN.ADDRLINE2, VEN.CITY, VEN.STATE, VEN.ZIPCODE, VEN.COUNTRY, VEN.TAXID, VEN.CONTACT,VEN.PHONE, VEN.FAX, VEN.EMAIL, VEN.ACCTNUM, VEN.DAYSDUE
  3. Save the query in your My Saved Queries folder (e.g., CSI Vendor Enrollment).
  4. Export the information as a CSV file and email the file to your CSI representative.