V7.46.0 - Paysafe Integration

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

Released Date - 18 June 2025

We’re pleased to announce the integration of Paysafe with your CRM—a global payments platform designed to simplify transaction flows and enhance the funding experience for both forex brokers and traders. Known for its flexibility and speed, Paysafe enables secure card and wallet-based deposits through a single streamlined gateway.

With this integration, you can offer your clients a trusted, enterprise-grade solution that supports card payments (Visa, Mastercard, Amex with 3D Secure 2) and Skrill digital wallets. All transactions are processed via Paysafe’s secure infrastructure, allowing you to broaden your payment capabilities while ensuring full compliance and visibility over every transfer.

Currently, only card payments and Skrill are fully supported. For access to additional Paysafe methods, please contact your dedicated account manager for assistance.

Key Function Highlights

1. Multi-Channel Payment Support: Access a wide array of payment options through a single platform, including credit and debit cards (Visa, Mastercard, Amex), digital wallets (Skrill, Neteller), prepaid vouchers (Paysafecard, Paysafecash), and local bank transfers.

2. Enterprise-Level Security & Compliance: Paysafe is PCI DSS Level 1 certified, ensuring the highest standard of payment security. Cardholder data is processed securely via Paysafe Checkout with 3‑D Secure 2 authentication, minimizing PCI scope and enhancing protection.

3. Advanced Fraud Prevention: Leverages real-time fraud monitoring, tokenization, and network tokenization to reduce risk and increase transaction approval rates.

4. Centralized Business Portal: Brokers can manage transactions, chargebacks, refunds, and multi-currency reconciliations—all from a single, centralized dashboard.

1) Marketplace Installation & Permission Settings

To start offering Paysafe as a payment method, you’ll first need to install the integration via the CRM Marketplace. Follow these steps to get set up:

1

Install Paysafe

1. Navigate to the CRM Marketplace.

   
2. Locate PaySafe in the list of available integrations and click on it.

   
3. You will be redirected to the details page.

4. Click “Install” to add PaySafe to your CRM.

   

2

Set User Permissions

Once installed, ensure your team has the appropriate permissions to access and configure Paysafe settings. Assign the following permissions as needed:

• Read Paysafe Settings – Allows users to view Paysafe configuration settings

• Create Paysafe Settings – Allows users to create Paysafe settings

• Update Paysafe Settings – Allows users to modify existing Paysafe settings

• Delete Paysafe Settings – Allows users to delete Paysafe settings

After permissions are granted, your team will be able to view and configure PaySafe under “PSP Settings” in the CRM.

2) Create Paysafe Settings

To create Paysafe settings, follow these steps:

1

Create Paysafe Settings

1. Navigate to "Settings" > "PSP Settings" > "Paysafe Settings".

2. Click "Create".

   

2

Retrieve Details from Paysafe

1. Login to your Paysafe account.

2. Go to "Developer" > "API keys".

3. Retrieve your Public and Secret key.

   

3

Configure Paysafe Settings

1. Fill in the name for your Paysafe configuration.

2. Select either "Test" or "Live" environment.

3. Enter your "Public Key" and "Private Key" provided by Paysafe.

4. Choose the currencies you wish to offer.

5. Based on the currencies selected, a list of available payment methods will appear. Select the ones you want to enable.

6. If you add or change currencies later, you’ll need to re-select the payment methods to ensure they match the updated currencies.

7. Click "Save" to apply your settings.

4

Configure Webhook on Paysafe

1. After creating your PaySafe configuration, click the "View" icon.

   
2. This will allow you to retrieve the Callback URL provided by the CRM.

   

3. In your PaySafe portal, go to "Developers" > "Webhook Configurations".

4. Click "Add New Configuration".

   
5. Under "Account Number", select the relevant account.

   
6. Paste the CRM Callback URL into the "End Point URL" field.

7. Choose the appropriate Environment (Test or Live).

   
8. Under "Events", ensure you select the following:

   1. Payment Handle

      

      
   2. Payment Completed

   3. Payment Failed

      
9. Click "Update Webhook" to save the configuration.

   

3) View, Edit & Delete Paysafe Settings

You will be able to perform the following actions on your Paysafe Settings:

View Settings

To view Paysafe settings, follow these steps:

1. Locate the specific Paysafe setting you wish to view.

2. Click on the "View" icon.

   
3. You will be able to see all the configured settings.

   

Edit Settings

To edit Paysafe settings, follow these steps:

1. Locate the Paysafe settings you want to edit.

2. Click on the "Edit" icon.

   
3. Make the necessary amendments.

4. Click on "Save" to save the updated settings.

Delete Settings

To delete Paysafe settings, follow these steps:

1. Locate the Paysafe settings you want to delete.

2. Click on the "Delete" icon.

   
3. A confirmation popup notice will appear.

4. Click "Confirm" to proceed with the deletion.

5. Please note that if the Paysafe setting is being used by an existing deposit method, you will not be able to delete it.

4) Create Paysafe Deposit Method

To setup Paysafe as a deposit method, follow these steps:

1

Create Paysafe Icon

Creating this icon allows you to assign it to your deposit method, helping your clients easily identify Paysafe among other deposit options.

1. Navigate to Transaction Settings > Payment Gateway Icon.

2. Click "Create".

   
3. Enter the name for the icon.

4. Upload an image for the icon. Make sure it is 200x200 pixels, has a transparent background, and is in PNG format.

5. Click "Save".

   

2

Create Payment Method

1. Navigate to Transaction Settings > Deposit Settings.

2. Under "Payment Method Settings", click "Create".

   
3. Fill in the details:

   1. Select Platform: Choose Paysafe

   2. Select Icon: Choose the Paysafe icon

   3. Select Clients or Client Groups: Specify which clients or groups this deposit method applies to.

   4. Method: Enter the name of the payment method.

   5. Supported Currencies: The currencies selected in your PaySafe Settings will appear here and cannot be edited from this screen.

   6. Fill in the minimum and maximum deposit allowed for each currency.

   
4. Use External Exchange Rate: Check this if you want to use your own exchange rate source for converting the supported currencies to the client’s account currency.

5. Show Trading Amount: Checked by default; this will display both the payment amount and the actual deposited amount for the client’s reference.

6. The deposit fields shown are mandatory and required by Paysafe.

7. You can add custom deposit fields if needed by clicking the "Create" icon.

8. Click Save to save your payment method configuration.

   

3

Ensure Exchange Rate is Set

If you did not enable the "Use External Exchange Rate" option when creating the Paysafe payment method, you must manually configure the exchange rate for your supported currencies.

To set the exchange rate:

1. Go to "Exchange Rates".

2. Locate the currency you want to set the exchange rate for and click the "Edit" icon.

   
3. Assign Client Groups

   1. Select the client groups this exchange rate should apply to.

   2. You can set different exchange rates for different client groups by clicking "Add Exchange Rate".

   3. Setting the client group as "Other Client Groups" means any groups not explicitly configured will follow this rate.

      
4. Configure the Type:

   • Manual: Enter the exchange rate manually.

     
   • Auto Update:

     • Choose your preferred exchange rate source.

     • Enter a markup % if you wish to apply one.

5. Display Exchange Rate (optional):

   • Check this option if you want clients to view the current exchange rate in their portal.

6. Click "Save" to apply your settings.

   

5) Client Deposit via Paysafe

To deposit funds via Paysafe, your clients can follow these steps:

1

Deposit Funds

1. Login to CRM Client Portal.

2. Navigate to Funds.

3. Click "Deposit".

   

2

Fill in Deposit Form

1. Select "Paysafe" as the payment method.

2. Select the preferred Payment Currency.

3. Choose the Account to which the funds will be deposited.

4. Enter the amount to deposit.

5. Click “Deposit” to proceed.

   
6. The PaySafe payment page will pop up, allowing your client to select their preferred payment method.

   
7. Follow the on-screen instructions to complete the payment.

   

3

Review Deposit Request

1. Once your client is redirected to the payment page, a deposit request will be generated in the CRM—regardless of whether the client has completed the payment.

2. Navigate to CRM Back Office > Approval > Deposit.

3. Click "Review" on the deposit request you wish to assess.

   
4. The Payment Status will initially appear as "Pending".

5. You can refresh the payment status by clicking the “Refresh” icon. If needed, you may also manually update the payment status by clicking the “Edit” icon.

6. Any action taken—whether refreshing or editing—will be recorded in the log section below for audit purposes.

   
7. If the client has successfully completed the payment and Paysafe reflects a "Success" status, this status will be updated in the CRM.

   
8. You can then proceed to Approve or Reject the deposit request.

9. If your Approval Settings for deposit requests are configured to Automatic, the system will automatically approve the request upon receiving a “Success” callback.