CSI in Nexsyis

If an existing interface is in place, Nexsyis will automatically generate batches of delivered folders at your specified intervals for submission to your CSI provider. These batches exclude Folders where the estimate total is $0, Total Losses, and any Customer/Fleet folders where the "Include in CSI checkbox" has been deselected on the Customer/Fleet record.

Here is a list of CSI providers that we integrate with:

• Birdeye
• Podium
• Phoenix Solutions
• SureCritic

Using the CSI Assistant

Access the CSI Assistant through Settings > Tools > CSI Assistant.

The CSI Assistant allows you to

• Create a CSV file of delivered vehicles within a specified date range for manual submission to your CSI provider
• Review a batch was created by the automatic process that periodically creates and transmit files to a CSI integration partner
• E-mail a CSV batch file to another party
• View an Audit list to track delivered folders, determining their inclusion in CSI batches and identifying reasons for exclusion

Creating a New Batch

1. Open the CSI Assistant and click New at the bottom of the screen.

2. Select the desired date range (based on Delivered date), choose the CSI Processor, and click Refresh.

3. The qualifying folders will populate at the top of the screen.

4. To exclude folders, use the Never Send or Remove for Now buttons:

   • Never Send: Permanently excludes the folder.

   • Remove for Now: Excludes the folder from the current batch but includes it in the next one.

   • Remove Repairs < $500.00: Excludes folders with total repair costs below $500.00.

5. Once satisfied, click Save. A prompt will appear to email the batch. Selecting Yes opens an email window with the batch attached.

Reasons a Delivered Folder May Be Excluded from CSI Batch

A delivered folder will not be included in a CSI batch if:

1. It belongs to a fleet with the "Include in CSI" checkbox unchecked.

2. The "Include in CSI/ Post-Delivery Messages" checkbox is unchecked in the Customer screen.

3. The "Claimant" checkbox is checked in the Summary tab (this setting can be modified company-wide).

4. The folder is marked as a Total Loss.

5. There is no dollar estimate associated with the folder.

CSI Audit

The CSI Audit screen displays all delivered folders within a selected date range, allowing you to verify CSI batch inclusion and exclusion. Access it by clicking CSI Audit at the bottom of the CSI Assistant.

• Use the checkboxes at the top to exclude folders that:

  • Have already been batched

  • Are marked as Total Losses

  • Belong to a Fleet

  • Have the Claimant box checked

• Selecting all applicable checkboxes ensures the audit results match the CSI batch data for the same date range.

Column Definitions

Folder and CSI-specific information is displayed in columns:

• CSI Batch: Non-zero values indicate batch inclusion.

• Batch Date: Date the batch was created.

• CSI Proc: Assigned CSI processor.

• CustCSI: 'Y' signifies customer eligibility; blank indicates suppression.

• Disposition: Only folders with "REPAIR" disposition are selected.

• Conv: 'Y' means the folder was converted from another system and is not included in CSI.

• Fleet: Indicates fleet status; fleet settings determine CSI inclusion.

• FleetCSI: 'Y' signifies fleet eligibility for CSI.

• Excl Insureds: Reflects insurance settings excluding insured folders.

• Incl Clmnts: Reflects insurance settings allowing claimant folders.

• Clmnt: 'Y' indicates a claimant folder.

Batch History

To identify the batch a folder was included in:

• Locate the CSI Batch ID in the Notes tab of the customer folder.

• Use the CSI Assistant to filter for a date range shortly after the delivered date and find the batch with the corresponding ID in the ID column.