V6.7.5 - Match2Pay Integration
Learn about all the details of all our recent CRM updates here.
Released Date - 19 June 2023
We are pleased to announce the integration of Match2Pay, a cryptocurrency Payment Service Provider (PSP), with our CRM platform. This integration allows you to offer your clients an additional payment gateway option specifically tailored for cryptocurrencies. By leveraging Match2Pay's expertise in cryptocurrency transactions, you can provide secure and efficient processing for your clients' cryptocurrency payments. Stay ahead of the competition and enhance your service offerings by utilizing this new integration.
Summary
Crypto Payment Integration: You can leverage Match2Pay's specialized crypto payment solutions to offer your clients convenient and flexible payment options using cryptocurrencies.
Risk Management: Match2Pay provides advanced risk management tools and fraud prevention measures tailored specifically for you, ensuring secure and reliable payment processing.
Instant Conversion from Crypto to FIAT: Crypto deposits can be seamlessly converted into other currencies, such as USD or stablecoins, before being booked in clients' accounts. This feature allows for easy conversion, providing flexibility and convenience for you.
Match2Pay Integration
1) Marketplace Installation & Permission Settings
To begin using Match2Pay, follow these steps:
Navigate to the CRM Marketplace.
Locate Match2Pay and click "Obtain".
2) Registering a Match2Pay Account
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.
3) Connect Match2Pay to CRM
To establish the connection between Match2Pay and your CRM, follow these steps:
Navigate to Deposit Settings > Match2Pay Settings.
Click "Create".
4) View, Edit & Delete Match2Pay Settings
You will be able to perform the following actions on your Match2Pay Settings:
5) Setting Up Match2Pay as a Deposit Method
To setup Match2Pay as a deposit method for your clients, follow these steps:
Navigate to the Deposit Settings section within your CRM.
Click on the "Create" button to create a new deposit method.
6) Client Deposit via Match2Pay
To deposit funds via Match2Pay, your clients can follow these steps:
Navigate to the "Funds" section in their account and click on "Deposit".
7) Match2Pay Deposit Requests
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.
Furthermore, you have the flexibility to manually adjust the payment status and approve the deposit request accordingly. This allows you to handle any exceptional cases or discrepancies that may arise during the deposit process.
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