---
description: Learn about all the details of all our recent CRM updates here.
---

# V6.7.5 - Match2Pay Integration

**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.

## <mark style="color:red;">Summary</mark>

1. [Match2Pay Integration](#match2pay-integration)
   * **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.&#x20;

### <mark style="color:red;">Match2Pay Integration</mark>

### 1)   Marketplace Installation & Permission Settings

To begin using Match2Pay, follow these steps:&#x20;

{% tabs %}
{% tab title="Step 1" %}
1.  Navigate to the CRM Marketplace.&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FM5GnRHWSmz7QhSrzjaWL%2Fimage.png?alt=media&#x26;token=ab6e4f01-ca36-4f5f-b89e-8743e00294dd" alt=""><figcaption></figcaption></figure>
2.  Locate Match2Pay and click "Obtain".&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FutTylHWCjC6KTSug03Co%2Fimage.png?alt=media&#x26;token=c2dc843f-d53f-439a-8c95-ad8718aa7443" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 2" %}
1. You will be redirected to the details page of Match2Pay.&#x20;
2.  Click "Obtain" to proceed with the installation.&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F4DOiouw5jQc8ZokWeyLx%2Fimage.png?alt=media&#x26;token=82da0fce-6646-4dc5-ac8e-eee22c1eea98" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 3" %}
After installing Match2Pay from the marketplace, you will need to grant the necessary permissions to your backoffice users:&#x20;

1. Read Match2Pay Settings: This permission allows users to view the Match2Pay settings.
2. Add Match2Pay Settings: Users with this permission can add new Match2Pay settings to the system.&#x20;
3. Update Match2Pay Settings: This permission enables users to edit the existing Match2Pay settings.
4.  Remove Match2Pay Settings: Users with this permission can delete Match2Pay settings from the system if required.&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2Fw5pEw5UkZi0p9DzbSrxT%2Fimage.png?alt=media&#x26;token=e36e046a-5ece-4405-85b4-45836ef61b7e" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 4" %}
You will now be able to view Match2Pay Settings under Deposit Settings.&#x20;

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FWjNj3RRA62hCXFU0JR8X%2Fimage.png?alt=media&#x26;token=01cd47a5-ea30-4291-ae60-269e9c19e765" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

### 2)   Registering a Match2Pay Account

To register an account with Match2Pay, please follow these steps:

1. Visit the Match2Pay website at [https://match2pay.com/](https://match2pay.com/).
2.  Click on the "Apply Now" button.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2Fjd1NdFPJlwQLlDi8GhZK%2Fimage.png?alt=media&#x26;token=22d5addd-926b-476a-b16b-3381b4c2baaf" alt=""><figcaption></figcaption></figure>
3. Fill out the registration form with the required details.
4.  Once you have completed the form, click "Send" to submit your registration.\


    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FS4IA8pYLSPUd6OuH6KZp%2Fimage.png?alt=media&#x26;token=b5604c49-c546-49f1-af2c-49180173c5ac" alt="" width="242"><figcaption></figcaption></figure>
5. Match2Pay will then directly contact you to proceed with the account registration process.

### 3)   Connect Match2Pay to CRM&#x20;

To establish the connection between Match2Pay and your CRM, follow these steps:&#x20;

{% tabs %}
{% tab title="Step 1" %}
1. Navigate to Deposit Settings > Match2Pay Settings.&#x20;
2.  Click "Create".&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FdvYNmEP3fWZtF0cVxL5s%2Fimage.png?alt=media&#x26;token=0793f1bc-f202-4897-b4e3-06f55fba6df5" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 2" %}
1. Fill in the name of the Match2Pay settings.
2. 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.
3. Select the currencies you intend to offer to your clients. The default currency options provided by Match2Pay will be displayed for your selection.
4.  Once you have filled in all the necessary details, click on "Save" to save the Match2Pay settings within your CRM.\


    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FQZkctGuwiU9ZIqAqFkBO%2Fimage.png?alt=media&#x26;token=bb3da7fa-9cec-4f03-a0f2-3021146ad779" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

### 4)   View, Edit & Delete Match2Pay Settings

You will be able to perform the following actions on your Match2Pay Settings:&#x20;

<details>

<summary>View Settings</summary>

To view Match2Pay settings, follow these steps:&#x20;

1. Locate the specific Match2Pay setting you wish to view.&#x20;
2.  Click on the "View" icon. \


    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FPLMuAB3zVM1bqnVczrpO%2Fimage.png?alt=media&#x26;token=a78cdc2c-fa3d-4006-99f6-cce82d9a6c12" alt=""><figcaption></figcaption></figure>
3.  You will be able to see all the configured settings. \


    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FZWTJbwUWKUU0qbfHy4r0%2Fimage.png?alt=media&#x26;token=1c525260-87dd-46b3-b8f8-00a0742d0246" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Edit Settings</summary>

To edit Match2Pay settings, follow these steps:&#x20;

1. Locate the Match2Pay settings you want to edit.&#x20;
2.  Click on the "Edit" icon.&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FvmlNMsD5xbei0s0HqEMd%2Fimage.png?alt=media&#x26;token=7f4e5986-9ede-46a2-bb56-25fd5a9706da" alt=""><figcaption></figcaption></figure>
3. Make the necessary amendments.&#x20;
4.  Click on "Save" to save the updated settings.&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2Fs9LYrjxvekMTvjJjWso4%2Fimage.png?alt=media&#x26;token=dc013dc9-13ef-4151-b30a-4305297e964f" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Delete Settings</summary>

To delete Match2Pay settings, follow these steps:&#x20;

1. Locate the Match2Pay settings you want to delete.&#x20;
2.  Click on the "Delete" icon.&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F3QDFuaJby1Yjsj4D0i17%2Fimage.png?alt=media&#x26;token=29560007-7017-4671-89c5-3e42e6fd50bd" alt=""><figcaption></figcaption></figure>
3. A confirmation popup notice will appear.&#x20;
4. Click "Confirm" to proceed with the deletion. \
   ![](https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F7gU23HnFSOUux7EuAvYE%2Fimage.png?alt=media\&token=f1ff3297-fccc-439e-9a0d-22f53f9fb12d)\

5. 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.

</details>

### 5)   Setting Up Match2Pay as a Deposit Method

To setup Match2Pay as a deposit method for your clients, follow these steps:&#x20;

{% tabs %}
{% tab title="Step 1" %}
1. Navigate to the Deposit Settings section within your CRM.
2.  Click on the "Create" button to create a new deposit method.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F1e5A9WWPVWxLgMogPfsB%2Fimage.png?alt=media&#x26;token=359fafe6-9770-438d-842a-34242ad10c9a" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 2" %}
Select the Match2Pay setting you have configured under "Match2Pay Settings" as the platform for the deposit method.

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FaApbklCYSMHywR6XCZrS%2Fimage.png?alt=media&#x26;token=9f7b3fb7-b1b0-483e-a402-e342dcf0c8fa" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 3" %}
Fill in the respective fields as follows:

1. Select the client groups for which this deposit method will be allowed.&#x20;
2. Provide a name for the deposit method.&#x20;
3. Select the supported currencies that your clients can use for deposits.&#x20;
4. Fill in the details for each currency, including:&#x20;
   * Decimals: Specify the number of decimal places for the currency.&#x20;
   * Minimum Deposit: Set the minimum deposit amount for the currency.
   * Maximum Deposit: Set the maximum deposit amount for the currency.&#x20;
   * Fee: Enter the fee amount associated with the deposit.
   * Maximum Fee: Specify the maximum fee applicable for the deposit.&#x20;
5. Configure the required deposit fields as per your preferences.&#x20;
6.  Click on the Save button to save the deposit method configuration.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FQZcGR0Sz9j2MK0WuAcgl%2Fimage.png?alt=media&#x26;token=c54cb0b4-c8ea-4885-a7dd-b2f89afe1ad1" alt="" width="563"><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

### 6)   Client Deposit via Match2Pay

To deposit funds via Match2Pay, your clients can follow these steps:&#x20;

{% tabs %}
{% tab title="Step 1" %}
Navigate to the "Funds" section in their account and click on "Deposit".

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FVF7HC8CWI3oqLQVfsXo6%2Fimage.png?alt=media&#x26;token=374a8aa7-9260-4f37-8d1a-d5beae327ac3" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 2" %}
Select the "Match2Pay" deposit method from the available options.&#x20;

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F57ktddOuqxTMNQaNNTdK%2Fimage.png?alt=media&#x26;token=aad22d68-1ff1-4e6c-be21-cb11da2c3c1e" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 3" %}
1. Fill in the deposit form with the required information. The fields displayed will correspond to the settings configured by you.
2. 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.
3.  Click "Confirm" to proceed with the deposit request.\


    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2Fz51jzJQYTOVx1hoqaNdv%2Fimage.png?alt=media&#x26;token=a4e00d41-2e56-4493-94ca-423b1d27b0f3" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 4" %}
Clients will then be redirected to the Match2Pay payment page, where they have two options:&#x20;

1.  If clients already have cryptocurrency, they can simply transfer the crypto to the provided wallet address. \


    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FsI0it9meC1BIDcaMOBsn%2Fimage.png?alt=media&#x26;token=c21bae83-a69e-41f8-9e7b-f263925f7bf4" alt="" width="375"><figcaption></figcaption></figure>
2.  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.\


    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FTZZKbE7n4lvJajEMjZSk%2Fimage.png?alt=media&#x26;token=16aa38b0-8be6-4f81-bce3-06c642249954" alt="" width="375"><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 5" %}
1. 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.
2.  Once the payment is made, the client will be redirected to the deposit history page.\


    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2Fvz8UPQxYZvqInRGtgk5s%2Fimage.png?alt=media&#x26;token=e1780a62-6acd-47df-9b2b-a9ae46ca64c1" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

### 7)   Match2Pay Deposit Requests

1.  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.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FUYvjxAhV6ASsMSbdZU4y%2Fimage.png?alt=media&#x26;token=1cc8cfc9-f0c8-488b-8112-d705f6b77bb1" alt="" width="563"><figcaption></figcaption></figure>
2.  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.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FkgJdBHuCUfZ8fma7G7oU%2Fimage.png?alt=media&#x26;token=e91aa15c-05f1-42d2-9b31-8c5a1b7ac7bc" alt="" width="563"><figcaption></figcaption></figure>
3.  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.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F0ZJC1LwTLS106dUPOQRW%2Fimage.png?alt=media&#x26;token=85e5823c-a3e2-4050-91c3-f37b87a19cb0" alt="" width="563"><figcaption></figcaption></figure>
