Learn about all the details of all our recent CRM updates here.
Released Date - 27 May 2024
In this update, we have rolled out a Smart FX conversion capability that allows you to customize your exchange rate sources and easily integrate the rates within your CRM. This new function allows greater flexibility and precision in managing exchange rates for multi-currency transactions.
Furthermore, we have introduced a new "Client Creation" API. This API enables integration with third-party platforms and allows client accounts to be automatically created in the CRM, using information from the existing platform. This means that external systems such as a lead generation system or KYC system can automatically initiate an account creation process in the CRM, making client onboarding quicker and absolutely seamless.
Additionally, we've implemented automatic device recognition during PSP transactions to ensure user interface compatibility across all device types, thereby enhancing the security and tracking of all payment transactions.
: Integrate your preferred exchange rate source directly into the CRM and have greater control and accuracy over your currency conversion rates.
: Select the source and target symbols even for payment methods that use non-standard international symbols, ensuring accurate currency handling.
You can now integrate your preferred exchange rate source directly into the CRM and have greater control and accuracy over your currency conversion rates.
To begin setting up your exchange rate source, you will need to ensure you have the respective permissions:
Read External Exchange Rates: View external exchange rate settings.
Create External Exchange Rates: Create new external exchange rate settings.
Update External Exchange Rates: Update existing external exchange rate settings.
Once the respective permissions have been granted, you will be able to perform the following functions:
To create new external exchange rate, follow these steps:
Navigate to Transaction Settings > External Exchange Rates.
Click "Create".
To view the settings of External Exchange Rate, follow these steps:
Locate the external exchange rate you wish to view.
Click the "View" icon.
To edit the settings of External Exchange Rate, follow these steps:
Locate the external exchange rate you wish to modify.
Click the "Edit" icon.
To test the integration of your external exchange rate, follow these steps:
Locate the external exchange rate you wish to test.
Click the "Test" icon.
To delete an external exchange rate, follow these steps:
Locate the external exchange rate you wish to delete.
Click the "Delete" icon.
You will be able to view the full API documentation for External Exchange Rates by clicking onto "LEARN MORE".
To assign your external exchange rate to a payment method, follow these steps:
Navigate to Transaction Settings > Deposit Settings.
Locate the payment method you wish to assign the external exchange rate to and click the "Edit" icon.
You can now select the source and target symbols even for payment methods that use non-standard international symbols, ensuring accurate currency handling. This applies to pre-integrated exchange rate providers on the CRM: exchangerate.host and Finrax.
To do so, follow these steps:
Navigate to Transaction Settings > Deposit or Withdrawal Settings.
Locate the exchange rate you wish to setup and click "Edit".
We have added a new API for client creation on the CRM. This API allows for the integration of your CRM with external platforms, automating the client creation process and streamlining client onboarding. To access the API documentation, please reach out to your dedicated account manager.
The CRM can now automatically recognize your client's device type when a PSP transaction is initiated to ensure every provider returns the appropriate payment page respective to the specific device type, enhancing both user experience and security.
To do so, follow these steps:
Navigate to PSP Settings.
Locate the PSP you want to amend and click the "Edit" icon.
Select "Include device parameters when initiating API calls".
: The newly added API allows for the integration of your CRM with external platforms, automating the client creation process and streamlining client onboarding. This enhancement boosts efficiency and connectivity with external systems, enabling the porting of existing client information into the CRM.
: Automatically recognize your client's device type when a PSP transaction is initiated to ensure every provider returns the appropriate payment page respective to the specific device type, enhancing both user experience and security.
Fill in the Name and URL.
The API Key will be automatically generated. You can modify the API Key as needed for the external exchange rate source you are integrating.
Click "Save".
The details will be displayed accordingly.
Amend the respective fields.
Click "Save".
Fill in the Source Account Currency and Target Account Currency.
Click "Test".
If the integration is successful, you will be able to view the exchange rate accordingly.
A popup notice will appear for you to confirm your action. Click "Confirm" to proceed.
You will not be able to delete the external exchange rate if it is currently being used.
Select your external exchange rate source.
Click " Save".
When your client deposit funds, the respective exchange rate from your source will be applied.
Select the currency manually to retrieve the exchange rate.
Click "Save".
Click "Save".
