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To register an account with Match2Pay, please follow these steps:
Visit the Match2Pay website at https://match2pay.com/.
Click on the "Apply Now" button.
Fill out the registration form with the required details.
Once you have completed the form, click "Send" to submit your registration.
Match2Pay will then directly contact you to proceed with the account registration process.
To edit Match2Pay settings, follow these steps:
Locate the Match2Pay settings you want to edit.
Click on the "Edit" icon.
Make the necessary amendments.
Click on "Save" to save the updated settings.
To establish the connection between Match2Pay and your CRM, follow these steps:
Navigate to Deposit Settings > Match2Pay Settings.
Click "Create".
Fill in the name of the Match2Pay settings.
Fill in the required fields, including the API Token, API Secret Key, and API URL. These parameters can be obtained by contacting the Match2Pay support team directly.
Select the currencies you intend to offer to your clients. The default currency options provided by Match2Pay will be displayed for your selection.
Once you have filled in all the necessary details, click on "Save" to save the Match2Pay settings within your CRM.
Once you have successfully created the Match2Pay Settings, you will need to create the payment method via the Deposit Settings tab. (Please refer to this section for more details: Create New Payment Methods).
Match2Pay is an innovative online payment solution engineered to optimize transactions for both businesses and individuals. Its user-friendly interface streamlines secure and seamless payment processes, positioning it as the prime choice for contemporary financial transactions. Match2Pay introduces an array of features and advantages that elevate the payment experience:
Payments Automation: Match2Pay empowers fully automated collection and exchange of cryptocurrencies, with direct deposits into clients' accounts. This automation simplifies and accelerates transaction processing.
Instant Crypto to FIAT Conversion: Crypto deposits can be swiftly converted into other currencies, like USD or stablecoins, prior to being credited to Clients' accounts. This instant conversion enhances flexibility and accessibility.
Crypto Purchases with Ease: Through seamless integration with reputable and cost-effective crypto exchangers, Match2Pay enables crypto acquisitions via wire transfers and credit cards. This functionality enhances convenience and expands transaction options.
By seamlessly integrating Match2Pay into the CRM, brokers can harness its cryptocurrency advantage to expand their service offerings, cater to the growing demand for digital asset transactions, and provide clients with a comprehensive and efficient platform for managing both traditional and cryptocurrency-based financial activities.
To begin using Match2Pay, follow these steps:
Navigate to the CRM Marketplace.
Locate Match2Pay and click "Obtain".
You will be redirected to the details page of Match2Pay.
Click "Obtain" to proceed with the installation.
After installing Match2Pay from the marketplace, you will need to grant the necessary permissions to your backoffice users:
Read Match2Pay Settings: This permission allows users to view the Match2Pay settings.
Add Match2Pay Settings: Users with this permission can add new Match2Pay settings to the system.
Update Match2Pay Settings: This permission enables users to edit the existing Match2Pay settings.
Remove Match2Pay Settings: Users with this permission can delete Match2Pay settings from the system if required.
You will now be able to view Match2Pay Settings under Deposit Settings.
To view Match2Pay settings, follow these steps:
Locate the specific Match2Pay setting you wish to view.
Click on the "View" icon.
You will be able to see all the configured settings.
To delete Match2Pay settings, follow these steps:
Locate the Match2Pay settings you want to delete.
Click on the "Delete" icon.
A confirmation popup notice will appear.
Click "Confirm" to proceed with the deletion.
Please note that if the Match2Pay setting is being used by an existing deposit method, you will not be able to delete the Match2Pay settings.
To deposit funds via Match2Pay, your clients can follow these steps:
Navigate to the "Funds" section in their account and click on "Deposit".
Select the "Match2Pay" deposit method from the available options.
Fill in the deposit form with the required information. The fields displayed will correspond to the settings configured by you.
A notice will inform the client to enter the payment amount exactly as the amount they will pay to Match2Pay, ensuring a smooth deposit process.
Click "Confirm" to proceed with the deposit request.
Clients will then be redirected to the Match2Pay payment page, where they have two options:
If clients already have cryptocurrency, they can simply transfer the crypto to the provided wallet address.
If clients do not have cryptocurrency, they can click on "I Don't Have Crypto" and proceed to purchase crypto through the available methods provided by Match2Pay.
A deposit request will be sent to you, and it will be either manually or automatically approved based on the approval settings configured by you.
Once the payment is made, the client will be redirected to the deposit history page.
In the Approvals page of your CRM, you can easily monitor all deposits made via Match2Pay. The payment status will be reflected as follows:
Success: This indicates that the callback for the deposit was successful, confirming a completed transaction.
Failed: This status signifies that the callback for the deposit failed, indicating an unsuccessful transaction.
Pending: If the callback for the deposit has not been received yet, the status will be shown as Pending, indicating that the transaction is still being processed.
To update and refresh the payment status, you can click on the refresh icon provided. This action will initiate a refresh of the status, ensuring that the most up-to-date information is displayed.