Welcome to CampSite

1. Access the PCI Portal
   • Locate the setup email from @encytro.com containing your login credentials.
   • Go to: https://campmanagement.pcicompliance.ws
   • If you cannot find your credentials, email payments@campmangement.com to have them resent.
2. Complete the Questionnaire
   • Log in and successfully complete the Self-Assessment Questionnaire (SAQ).
3. Schedule Security Scans
   • Follow the prompts to set up your required quarterly scans.

Completing these steps will certify your compliance and remove the monthly fee if it is currently being assessed.

• For general questions or login assistance with payment issues: Contact our payments team at payments@campmangement.com.
• For technical support with the questionnaire or scans: Contact the dedicated PCI team.
  • Email: helpdesk@encytro.com
  • Payments Help Phone Number: (866) 949-9777 (This is a different phone number than the General CampSite Support Help Line. For General CampSite Support please call (516) 900-6334.)

• Cause: This error typically occurs when you re-attempt an ACH payment that has previously failed without first correcting the account information.
• Solution: Review your ACH Returns report to identify the original problem. Correct the customer's banking details before trying the payment again.

• Cause: The account number was entered with leading zeros (e.g., 00123).
• Solution: Remove any zeros from the beginning of the account number and re-enter it.

Note: This only applies to the account number, not the routing number.

1. Log In: Access the CSIPay Reporting Portal.
   • If you need login credentials, please refer to the ‘Access to the CSIPay Gateway Reporting Portal’ documentation.
2. Important Note on Negative Disbursements:
   • Be aware that the portal cannot currently generate reports for negative disbursements. The team is actively working on a fix.

If you need assistance with a negative disbursement, please email payments@campmanagement.com with the specific date and dollar amount of the transaction.

Use this section to view the specific transactions (sales and refunds) that make up a single disbursement.

1. Navigate to the Payouts section to see your disbursement history.
2. Find the disbursement you want to review and click "Payout Details" for a complete breakdown.
3. To add more detail to your view, click the "+Columns" drop-down menu and select "Card Number" and "Cardholder".
4. To export the report for your records, click the "Download" button and select either XLS or CSV format.

Merchant Fees Tip: Any debit transaction on the 3rd of the month marked with a statement icon represents your monthly merchant fees.

This section allows you to download one-time reports or schedule recurring reports to be sent automatically via email.

A. Generating a One-Time Report

1. Navigate to the Reports section.
2. From the drop-down menu, select the report you need.
   • Recommended reports: "disbursement summary" and "disbursement txn details".
3. Click the radio button for "Include all up to date data".
4. Choose the date for the report from the date drop-down menu.

Click "Generate Report" to download the file.

B. Scheduling an Automated Report

1. In the Reports section, click the "Scheduled Reports" tab.
2. Click the "+Schedule Report" button.
3. Select the desired report from the drop-down menu.
4. Select the schedule frequency (daily, weekly, or monthly) from the next drop-down menu.
5. A new window will open. Set the start date, recurrence, and time for the report.
6. Click "Save".
7. Enter the email address(es) where the report should be sent.

Click "Confirm" to finish scheduling your report.

• No Service Interruption: There will be no interruption to your payment processing during this transition.
• Reporting Access: After the change, the CSIPay reporting portal will only show data for the new account. Historical data from the old account will no longer be available in the portal. Your internal CampSite financial reports will remain intact.

Step 1: Start the Process - Email payments@campmanagement.com to notify us of the change. Our team will send you a new merchant account application via PandaDoc.

Step 2: Complete the Application - Fill out and submit the new application. The underwriting and setup process typically takes about 7 business days. We will contact you if any additional information is needed.

Step 3: Receive Confirmation - We will notify you as soon as the new account is active and integrated into your database.

Step 1: Sign the Closure Form - Once your new account is active, we will send a closure form for your principal signer to complete.

Step 2: Finalize the Closure - We will confirm once the old account is officially closed. You will receive one final bill for any remaining fees, as these are charged in arrears.

Follow these simple steps to request login credentials for the portal, which you can use for reconciliation, viewing chargebacks, and reviewing transaction history.

Before requesting access, you must be an authorized user on your organization's merchant account.

Open your email client and compose a new message to payments@campmanagement.com.

Use a clear subject line, such as "Request for CSIPay Portal Access".

In the body of your email, please include the following details for the individual who needs access:

• Full Name
• Email Address

Once the request is processed, new login credentials will be sent directly to the user's email address in a separate message.

If your organization processes ACH payments, you will need access to a separate portal called Zift.

To get access, simply mention this in your same email request to payments@campmanagement.com.

Example email text: "Hello, I am requesting CSIPay portal access for Jane Doe (jane.doe@email.com). We also process ACH payments and will require access to the Zift portal as well. Thank you."