Xerox Financial Services Integration with E-automate

To begin this integration process, do the following:

Verify you are using a current version of e-automate.

You will need to have an ESN Dealer Account authorized for Xerox Financial Services. For the ESN/PIP setup, do one of the following:

Do one of the following

If you already have an existing ESN Dealer Account, submit a ticket to e-automate Customer Care (eaCustomerCare@ecisolutions.com) with the following information:

Provide your dealer name.

Provide your contact information.

Request that your ESN Dealer Account be authorized for Xerox Financial Services.

Request your ESN Dealer Account ID if you do not already have that information.

Indicate what build of the ESN Client you are running and request an updated client installer with your ticket if Customer Care determines that your ESN Client build needs to be updated.

If you do not already have an existing ESN Dealer Account but do have ESN or PIP installed, submit a ticket to e-automate Customer Care (eaCustomerCare@ecisolutions.com) with the following information:

Provide your dealer name.

Provide your contact information.

Request the latest ESN Client Installer.

Request that your ESN Dealer Account be authorized for Xerox Financial Services.

Request your ESN Dealer Account ID if you do not already have that information.

During the ESN setup process, you define applicable permissions in e-automate for your ESN user. Verify your ESN user has the permissions listed in the Equipment Solutions Network (ESN) topic’s “Setting Up ESN Permission in E-automate” section’s table for using the leasing (lessor) APIs.

To identify the customer contracts you want to include in this integration with Xerox Financial Services, do either of the following:

To identify customer contracts using a billing group, do the following:

Set up a billing group in e-automate to group only the customer contracts you want to include in this integration with Xerox Financial Services.  For more information, see the Creating Contract Billing Groups topic.

In each applicable e-automate contract, on the Billing/Contact tab of the Contract record, in the Billing group field, use the drop-down menu to select the billing group you set up for Xerox Financial Services in the previous step.

To identify customer contracts using the lessor's customer number, do the following:

Set up a customer record in e-automate for Xerox Financial Services.  For more information, see the Creating Customers topic.

In each applicable e-automate contract, on the Billing/Contact tab of the Contract record, in the Bill to field, use the drop-down menu to select the customer record you set up for Xerox Financial Services in the previous step.

Contact Xerox Financial Services for information about signing up for this integration.

When the integration is complete, Xerox Financial Services will contact you to schedule your start date.