Create PSP Platform
Last updated
Last updated
Once the PSP (Payment Service Provider) has been successfully integrated with the CRM, you can proceed to set it up as a payment platform by following these steps:
Click on the "Create" button to create a new PSP platform.
Enter the name of the PSP in the respective languages.
Fill in the APP URL, which is the URL provided by the PSP for communication with the CRM system.
Select this option if you require the API call to include the client portal language set by the client.
Select this option if you want to include your client's device parameters when an API call is triggered.
Select the currencies that are accepted by this PSP. Clients will be able to deposit funds in these selected currencies.
Select the payment page preview method:
New Tab;
In page Popup - you will need to ensure the PSP allows third party websites to embed it as an iframe.
Select this option if you prefer to modify payment amounts from your clients. Please be aware that enabling this function comes with an automatic conversion feature. The system will adjust the deposit or payment amount based on the exchange rate if the payment amount and trading amount involve different currencies. Consequently, there may be a variance between the trading amount deposited into the client's trading account or CRM wallet.
If required, you can set the trading amount settings. This allows you to specify the total amount of deposits allowed from a client within a certain number of days. You can indicate the desired number of days for this limit.
Once you have filled in the required details, click "Save" to save the PSP configuration.
Upon creating the PSP platform on CRM, the details will be provided to complete the connectivity between the PSP and the CRM.
Once you have created the PSP platform on CRM, you will need to create the Payment Method via the Payment Method Settings tab (please refer to this section for more details: Create New Payment Methods).
