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.
Customized Exchange Rate Sources: Integrate your preferred exchange rate source directly into the CRM and have greater control and accuracy over your currency conversion rates.
Customizable FX Symbols: Select the source and target symbols even for payment methods that use non-standard international symbols, ensuring accurate currency handling.
Client Creation API: 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.
User Device Recognition: 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.
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.
Delete External Exchange Rates: Delete existing external exchange rate settings.
Once the respective permissions have been granted, you will be able to perform the following functions:
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.
Click "Use external exchange rate".
Select your external exchange rate source.
Click " Save".
When your client deposit funds, the respective exchange rate from your source will be applied.
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".
If the currency is not an international standard code, there will be an error in retrieving the exchange rate.
Select the currency manually to retrieve the exchange rate.
Click "Save".
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".
Click "Save".
