Setup and Onboarding Guide

This article outlines how to set up and configure iMIS QuickPay.

1. Verify Pay Central SDK is Licensed

Visit your license page in iMIS (under Settings > About iMIS). If the Pay Central SDK is not licensed, please email orders@imis.com requesting that the Pay Central SDK license be enabled for your iMIS database.

2. Update iMIS Pay Central SDK Settings

Navigate to your iMIS Staff site.

Under Settings > Finance > Pay Central, click on Tab 6: SDK.

Add the following text into the Allow payments from these external domains field:

quickpay.cloud.csiinc.com

If you already have other entries in that field, add ours on a new line, as shown in the screenshot above. Don’t remove any other entries, as this may cause other integrations to stop working.

3. Access iMIS QuickPay from the Cloud Dashboard

Navigate to the Cloud Dashboard and access iMIS QuickPay. You may need to assign security first.

You will be greeted by the dashboard and a welcome message:

4. Configure Settings

Configure your QuickPay application settings by clicking on the Go To Settings button, or click Settings in the top nav.

Refer to our Settings documentation for instructions on configuring your QuickPay settings.

5. Download Your Business Object

On the app homepage (click on iMIS QuickPay in the top nav), click the Download Business Object button.

This will download an .xml file that contains your business object which can be used to construct the payment URLs you can send out in a communication template.

Do not share your business object with anyone else.

This business object is specially constructed to only work with your instance of iMIS. Using this business object on a different iMIS system will result in errors.

If you have multiple instances of iMIS (e.g. Test and Live), please sign into the CSI Cloud Dashboard using the corresponding Cloud ID that points to that iMIS instance, and then proceed to download the business object for that instance.

What To Do When Your Cloud ID Changes

If the name of your Cloud ID changes (e.g., you request CSI Support to change your Cloud ID from ABCSTAGING to ABCIMIS), you MUST follow these steps. Your QuickPay URLs will change as a result of the Cloud ID change.

1. Remove and purge the old CSI_QuickPay_Invoice business object from iMIS.

2. On the CSI Cloud Dashboard, in the QuickPay dashboard, download your new business object.

3. Import the new business object into iMIS.

   1. Any existing IQA queries that reference the business object should continue to function - the business object name is always the same.

4. Note that your QuickPay URLs are different - if you recently sent out QuickPay links, you will need to send out new ones as a result of your Cloud ID changing.

Import the .xml file into iMIS - in the iMIS Staff site, navigate to RiSE > Business Object Designer and click Import. Select the .xml file you downloaded from the iMIS QuickPay dashboard.

Press Upload. Then, on the next screen, press Import, then Close.

For the final step, publish the business object.

6. (Optional) Download the Sample IQA Query

Also included on the dashboard is a sample IQA query that references your business object and shows all outstanding invoices that can be paid via QuickPay, including the QuickPay URL needed to pay. This IQA query is only a sample, you may choose to author your own IQA query instead, especially if you intend on using the IQA query with a communication template.

7. Next Steps

Once the iMIS business object and IQA query are installed in your iMIS environment, your next steps are to identify how you’d like to use the iMIS QuickPay payment links.

RiSE Elements Provided with iMIS QuickPay
The only RiSE elements provided for QuickPay are a business object and an IQA query. Any additional communication templates, process automation tasks, or receipts must be built in your iMIS environment.