External Exchange Rates

Brokers can integrate their preferred exchange rate source directly into the CRM and have greater control and accuracy over their currency conversion rates.

Permission Rights

To begin setting up the exchange rate source, you will need to ensure you have the respective permissions:

  • Read External Exchange Rates: View external exchange rate settings.

  • Create External Exchange Rates: Create new external exchange rate settings.

  • Update External Exchange Rates: Update existing external exchange rate settings.

  • Delete External Exchange Rates: Delete existing external exchange rate settings.

External Exchange Rate Operations

Once the respective permissions have been granted, you will be able to perform the following functions:

Create New External Exchange Rate

To create new external exchange rate, follow these steps:

  1. Navigate to Transaction Settings > External Exchange Rates.

  2. Click "Create".

  3. Fill in the Name and URL.

  4. The API Key will be automatically generated. You can modify the API Key as needed for the external exchange rate source you are integrating.

  5. Click "Save".

View External Exchange Rate

To view the settings of External Exchange Rate, follow these steps:

  1. Locate the external exchange rate you wish to view.

  2. Click the "View" icon.

  3. The details will be displayed accordingly.

Edit External Exchange Rate

To edit the settings of External Exchange Rate, follow these steps:

  1. Locate the external exchange rate you wish to modify.

  2. Click the "Edit" icon.

  3. Amend the respective fields.

  4. Click "Save".

Test External Exchange Rate

To test the integration of your external exchange rate, follow these steps:

  1. Locate the external exchange rate you wish to test.

  2. Click the "Test" icon.

  3. Fill in the Source Account Currency and Target Account Currency.

  4. Click "Test".

  5. If the integration is successful, you will be able to view the exchange rate accordingly.

Delete External Exchange Rate

To delete an external exchange rate, follow these steps:

  1. Locate the external exchange rate you wish to delete.

  2. Click the "Delete" icon.

  3. A popup notice will appear for you to confirm your action. Click "Confirm" to proceed.

  4. You will not be able to delete the external exchange rate if it is currently being used.

External Exchange Rates API Documentation

You will be able to view the full API documentation for External Exchange Rates by clicking onto "LEARN MORE".

Assigning External Exchange Rate to Payment Method

To assign your external exchange rate to a payment method, follow these steps:

  1. Navigate to Transaction Settings > Deposit Settings.

  2. Locate the payment method you wish to assign the external exchange rate to and click the "Edit" icon.

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