PSP Settings
Last updated
Last updated
In the PSP (Payment Service Provider) settings, you have the option to set up PSPs as payment options within your CRM system. However, it's important to note that integration with the CRM is required for each PSP before it can be added as a payment option.
To integrate a PSP with your CRM, you will need access to the PSP's open API documentation. This documentation provides the necessary technical details and instructions for connecting the PSP with your CRM system. To obtain the PSP's open API documentation and initiate the integration process, please reach out to your dedicated account manager.
Once the PSP (Payment Service Provider) has been successfully integrated with the CRM, you can proceed to set it up as a payment platform by following these steps:
Click on the "Create" button to create a new PSP platform.
Enter the name of the PSP in the respective languages.
Fill in the APP URL, which is the URL provided by the PSP for communication with the CRM system.
Select the currencies that are accepted by this PSP. Clients will be able to deposit funds in these selected currencies.
If required, you can set the trading amount settings. This allows you to specify the total amount of deposits allowed from a client within a certain number of days. You can indicate the desired number of days for this limit.
Once you have filled in the required details, click "Save" to save the PSP configuration.
Upon creating the PSP platform on CRM, the details will be provided to complete the connectivity between the PSP and the CRM.
Once you have created the PSP platform on CRM, you will need to create the Payment Method via the Payment Method Settings tab. Please refer to this section for more details:#1-creating-new-payment-methods
In addition to the option of integrating your own preferred PSP, our CRM system offers the convenience of readily integrated PSPs, including popular choices such as PayPal, Chillpay, and Match2Pay. This streamlines the integration process and allows you to seamlessly incorporate these payment options into your CRM without the need for integration.
PayPal is a leading online payment services provider that offers secure and convenient payment solutions for businesses and individuals worldwide. With its easy-to-use platform, PayPal enables users to send and receive payments, make online purchases, and transfer funds seamlessly. PayPal provides several key benefits, including:
Security: PayPal prioritizes the security of transactions by utilizing advanced encryption technologies and fraud protection measures, ensuring that sensitive financial information is safeguarded.
Convenience: With PayPal, users can make payments without the need to share their financial details with merchants. It offers a streamlined checkout process, reducing the hassle of entering payment information repeatedly.
Global Acceptance: PayPal is widely accepted by online merchants and service providers around the world. It supports transactions in multiple currencies, making it convenient for businesses and individuals operating internationally.
Buyer and Seller Protection: PayPal offers buyer and seller protection programs that help mitigate risks and disputes, providing added peace of mind for both parties involved in a transaction.
Mobile Payments: PayPal's mobile app allows users to make payments and manage their accounts on the go, providing flexibility and convenience for mobile users.
To start offering PayPal as a new deposit method to your clients, you can conveniently install it from the CRM marketplace.
Navigate to CRM Marketplace.
Search for "PayPal" and click "Obtain".
You will be redirected to the PayPal details page. Click "Obtain" to proceed with the installation.
Once the installation of PayPal is completed, it's important to grant the appropriate permissions to your team members to ensure they can effectively set up and manage PayPal within the CRM.
Read PayPal Settings: This permission allows users to view the existing PayPal settings.
Add PayPal Settings: With this permission, users can add new PayPal settings to the CRM.
Update PayPal Settings: This permission enables users to modify and update the existing PayPal settings.
Delete PayPal Settings: Users with this permission can delete PayPal settings from the CRM if necessary.
Once permissions are granted, you will be able to view PayPal Settings.
To register a PayPal account, visit https://www.paypal.com/bizsignup/. You can follow the guide here to complete your PayPal account registration.
To integrate your PayPal account with the CRM, you will need to obtain the Client ID and Secret Key. You can do so by following these steps:
Log into Dashboard via https://developer.paypal.com/home/
Click “My Apps & Credentials”.
Fill in your App Name and Select “Create App”.
Upon creation of your App, you will be able to see your Client ID and Secret.
To create PayPal settings on the CRM, follow these steps:
Click on "Create" in the PayPal Settings section.
Fill in the required fields:
Name: Enter a name for the PayPal settings.
Client ID: Retrieve the Client ID from your PayPal account.
Secret: Retrieve the Secret from your PayPal account.
Select the currencies you wish to offer to your clients.
The available currencies will depend on the supported currencies of your PayPal account.
By default, the supported currencies provided by PayPal will be listed in the CRM.
Please note that the available currencies may vary depending on the country where your PayPal account is registered. For example, if your PayPal account is registered in China, it may support CNY as a deposit currency.
Click "Save" to save the PayPal settings.
Once you have successfully created the PayPal Settings, you will need to create the payment method via the Deposit Settings tab. Please refer to this section for more details: #1-creating-new-payment-methods
ChillPay is a leading payment services provider that offers seamless and secure payment solutions to businesses. With a focus on simplicity and convenience, ChillPay enables businesses to accept online payments easily and efficiently. ChillPay specializes in Thai Baht (THB).
Key Points of ChillPay:
Secure Payment Processing: ChillPay prioritizes the security of transactions, implementing robust measures to protect sensitive customer information. This gives peace of mind to both brokers and their clients, ensuring safe and reliable payment processing.
Wide Range of Payment Options: ChillPay supports a variety of payment options, including credit cards, bank transfers, and e-wallets. This versatility allows clients to choose their preferred payment method, enhancing the convenience and flexibility of transactions.
User-Friendly Interface: ChillPay offers a user-friendly interface that simplifies the payment process for both brokers and clients. The intuitive design and streamlined checkout experience make it easy for clients to complete their payments, resulting in higher conversion rates.
To start offering ChillPay as a new deposit method to your clients, you can conveniently install it from the CRM marketplace.
Navigate to CRM Marketplace.
Search for "ChillPay" and click "Obtain".
You will be redirected to the ChillPay details page.
Click "Obtain" to proceed with the installation.
Once the installation of ChillPay is completed, it's important to grant the appropriate permissions to your team members to ensure they can effectively set up and manage ChillPay within the CRM.
Read ChillPay Settings: This permission allows users to view the existing ChillPay settings.
Add ChillPay Settings: With this permission, users can add new ChillPay settings to the CRM.
Update ChillPay Settings: This permission enables users to modify and update the existing ChillPay settings.
Delete ChillPay Settings: Users with this permission can delete ChillPay settings from the CRM if necessary.
Once permissions are granted, you will be able to view ChillPay Settings.
To register a ChillPay account, follow the steps below:
Click "Sign Up Free".
Fill in the details and click "Sign Up".
An email will be sent to you.
Click onto "Confirm Your Account" to verify your account.
Upon confirming your account, you will be redirected to the login page. Key in your username and password to login.
To integrate your ChillPay account with the CRM, you will need to obtain the Merchant Code, API Key and MD5 Key. You can do so by following these steps:
Log into your ChillPay account via this link: https://www.chillpay.co/en
Click "Production" and key in your company details.
Obtain your Merchant Code, API Key and MD5 Key from Settings > API.
Obtain your Route Number and Payment Name via Settings > Payment Channel.
To create ChillPay settings on the CRM, follow these steps:
Click on "Create" in the ChillPay Settings section.
Fill in the required fields:
Name: Enter a name for the PayPal settings.
Merchant Code: Retrieve the Merchant Code from your ChillPay account.
API Key: Retrieve the API Key from your ChillPay account.
MD5 Key: Retrieve the MD5 Key from your ChillPay account.
Route Number: Retrive the Route Number from your ChillPay account.
Payment Channel: Select the relevant Payment Channel supported by ChillPay.
Select the currencies you wish to offer to your clients. By default, the supported currencies provided by ChillPay will be listed in the CRM.
Click "Save" to save the ChillPay settings.
Once you have successfully created the ChillPay Settings, you will need to create the payment method via the Deposit Settings tab. Please refer to this section for more details: #1-creating-new-payment-methods
Match2Pay is an innovative online payment solution engineered to optimize transactions for both businesses and individuals. Its user-friendly interface streamlines secure and seamless payment processes, positioning it as the prime choice for contemporary financial transactions. Match2Pay introduces an array of features and advantages that elevate the payment experience:
Payments Automation: Match2Pay empowers fully automated collection and exchange of cryptocurrencies, with direct deposits into clients' accounts. This automation simplifies and accelerates transaction processing.
Instant Crypto to FIAT Conversion: Crypto deposits can be swiftly converted into other currencies, like USD or stablecoins, prior to being credited to Clients' accounts. This instant conversion enhances flexibility and accessibility.
Crypto Purchases with Ease: Through seamless integration with reputable and cost-effective crypto exchangers, Match2Pay enables crypto acquisitions via wire transfers and credit cards. This functionality enhances convenience and expands transaction options.
To begin using Match2Pay, follow these steps:
Navigate to the CRM Marketplace.
Locate Match2Pay and click "Obtain".
You will be redirected to the details page of Match2Pay. Click "Obtain" to proceed with the installation.
After installing Match2Pay from the marketplace, you will need to grant the necessary permissions to your backoffice users:
Read Match2Pay Settings: This permission allows users to view the Match2Pay settings.
Add Match2Pay Settings: Users with this permission can add new Match2Pay settings to the system.
Update Match2Pay Settings: This permission enables users to edit the existing Match2Pay settings.
Remove Match2Pay Settings: Users with this permission can delete Match2Pay settings from the system if required.
You will now be able to view Match2Pay Settings under Deposit Settings.
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.
To establish the connection between Match2Pay and your CRM, follow these steps:
Navigate to Deposit Settings > Match2Pay Settings.
Click "Create".
Fill in the name of the Match2Pay settings.
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.
Select the currencies you intend to offer to your clients. The default currency options provided by Match2Pay will be displayed for your selection.
Once you have filled in all the necessary details, click on "Save" to save the Match2Pay settings within your CRM.
Once you have successfully created the Match2Pay Settings, you will need to create the payment method via the Deposit Settings tab. Please refer to this section for more details: #1-creating-new-payment-methods
Stripe is a leading online payment processing platform trusted by millions of businesses worldwide for its seamless integration, user-friendly interface, and comprehensive suite of features. Founded in 2010, Stripe offers a variety of payment options, including credit cards, debit cards, and digital wallets, making it easy for businesses to accept payments online.
Stripe is exclusively available to Proprietary Trading Firms and is not accessible to FX brokers.
Trusted Payment Provider: Trusted by millions of businesses, from startups to Fortune 500 companies, Stripe is a globally recognized payment solution. By integrating Stripe, you can confidently provide your clients with a trusted and credible payment channel, ensuring the security of funds and peace of mind for all parties involved.
Extensive Payment Options: Enable your trader's unprecedented convenience with Stripe's extensive array of over 100 payment methods, catering to diverse client preferences. Operating in over 40 countries and supporting hundreds of currencies, Stripe ensures accessibility and seamless transactions worldwide.
Enhanced Payment Management: Experience real-time updates on payment statuses, empowering you to efficiently review and manage payments, ensuring prop challenge participants are able to purchase related services timely.
By integrating Stripe into the CRM system, proprietary trading firms can leverage its benefits to diversify their service portfolio, accommodate various client demographics, and furnish clients with a robust and streamlined platform for handling payments related to their prop packages.
To begin offering Stripe, follow these steps to install it via the CRM marketplace:
Navigate to the CRM marketplace.
Search for "Stripe" and click on "Install."
You will be redirected to the details page where you can learn about the functionalities. Click "Install" to proceed with the installation.
Once Stripe is installed on your CRM, ensure to enable the following permissions:
Read Stripe Settings: Allows viewing of settings for Stripe.
Create Stripe Settings: Enables creation and configuration of settings for Stripe.
Update Stripe Settings: Facilitates updating and amending the configuration for Stripe.
Delete Stripe Settings: Grants the ability to delete Stripe settings as needed.
Register for Stripe Account
To register for a Stripe account, follow these steps:
Navigate to Stripe's official website.
Click "Start Now".
Fill in the required details and proceed by clicking "Create Account".
You'll need to verify your email address by clicking on the verification link sent to your email inbox.
Upon verifying your email address, you will be redirected to activate payments on your account. To proceed, click "Activate Payments".
Complete the onboarding form to complete your Stripe account creation.
Retrieving Required Parameters from Stripe
Once you have created your Stripe account, follow these steps to retrieve the required parameters:
Navigate to the Stripe dashboard portal.
Fill in your credentials and click "Continue" to log in.
Once logged in, click on "Developers".
Select "API keys".
Retrieve the Publishable Key and the Secret Key. For the Secret Key, click "Reveal test key" to access it.
Connect Stripe to CRM
To establish the connection between Stripe and your CRM, follow these steps:
Navigate to Settings > Stripe Settings.
Click "Create".
Fill in the Name, API Public Key and API Secret Key.
Select the currencies accepted and the preferred payment page display.
Click "Save".
Once you have successfully created the Stripe Settings, you will need to create the payment method via the Deposit Settings tab. (Please refer to this section for more details: Payment Method Settings).
Inputting Callback Address into Stripe
You will need to input the CRM callback address into your Stripe account. To do so, follow these steps:
Once you have created the Stripe settings, you can retrieve the callback address by clicking the "View" icon.
You will be able to see the callback address here.
Navigate to the Stripe dashboard portal.
Fill in your credentials and click "Continue" to log in.
Once logged in, click on "Developers".
Select "Webhooks".
Fireblocks is a premier digital asset custody, transfer, and settlement platform trusted by leading financial institutions and enterprises worldwide. Launched in 2018, Fireblocks provides a secure and scalable infrastructure for managing digital assets, utilizing cutting-edge multi-party computation (MPC) and hardware isolation technology. Its comprehensive suite of features includes secure wallet management, instant transfers, and seamless integration with a variety of blockchain networks, making it easier for businesses to safeguard and transact digital assets with confidence.
New Crypto Payment Method: Discover new opportunities and enhance your client experience with our ready-to-use crypto payment gateway. Simplify cryptocurrency transactions and expand payment options for your clients, allowing you to accept payments globally and instantly with ease.
Secure Vault Structure: Safeguard client assets through Fireblocks' vault structure, which segregates funds into dedicated vault accounts, strengthening security and audit protocols for all transactions. Enjoy the convenience of cryptocurrency without sacrificing safety or reliability.
Security Checklist: Enhance the security of your funds by adhering to the recommended security checklist, which includes mandatory two-factor authentication (2FA) and multi-level approval processes, providing extra layers of protection.
By integrating Fireblocks into your CRM system, brokers are empowered to seamlessly manage cryptocurrency deposits and withdrawals with enhanced protection. Leveraging Fireblocks' enterprise-grade infrastructure ensures the safety and efficiency of your clients' crypto transactions.
To begin offering Fireblocks, follow these steps to install it via the CRM marketplace:
Navigate to the CRM marketplace.
Search for "Fireblocks" and click on "Install."
You will be redirected to the details page where you can learn about the functionalities. Click "Install" to proceed with the installation.
Once Fireblocks is installed on your CRM, ensure to enable the following permissions:
Read Fireblocks Settings: Allows viewing of settings for Fireblocks.
Create Fireblocks Settings: Enables creation and configuration of settings for Fireblocks.
Update Fireblocks Settings: Facilitates updating and amending the configuration for Fireblocks.
Delete Fireblocks Settings: Grants the ability to delete Fireblocks settings as needed.
Register for Fireblocks Account
To register for a Fireblocks account, follow these steps:
Navigate to Fireblocks official website.
Click "Request Demo".
The Fireblocks team will reach out to you to setup your account.
Retrieving API Credentials from Fireblocks
Once you have created your Fireblocks account, follow these steps to retrieve the API credentials:
Login to your Fireblocks account.
Click "Settings".
Navigate to "Users" tab and click "Add user".
Click "API user".
Fill in the Name.
Select "Editor" for the Role.
Click "Automatic CSR".
Download the private key.
Once you have added a user, you can retrieve the API key by clicking onto the key icon.
Store the API key securely for future reference.
Retrieve the Webhook public key via this link and store the API key for future reference as well.
Create Vault Account via Fireblocks
To create a vault account, follow these steps:
Login to your Fireblocks account.
Navigate to "Accounts".
Click "Create vault account".
Fill in Account Name.
Click "Create".
After creating the vault account, you'll be redirected to setup wallets for the account.
Click "Create wallet" to setup wallets for the various asset classes.
Select the asset.
Click "Create wallet".
Each vault account can hold 1 wallet per asset.
Connect Fireblocks to CRM
To connect your Fireblocks account to the CRM, follow these steps:
Navigate to PSP Settings > Fireblocks Settings.
Click "Create".
Fill in the respective fields.
To enable Fireblocks as a withdrawal method, you will need to select the appropriate Withdraw Vault Account.
Click "Save".
Once you have successfully created Fireblocks Settings, you will need to create the payment method via the Transaction Settings tab. Please refer to this link: Payment Method Settings
You can also create the withdrawal method via the Transaction Settings tab. Please refer to this link: Withdrawal Method Settings
You will need to input the CRM callback address into your Fireblocks account. To do so, follow these steps:
Once you have created the Fireblocks settings, you can retrieve the callback address by clicking the "View" icon.
Login to your Fireblocks account.
Click "Settings" and navigate to "General" tab.
Click "Manage webhooks" and input the callback address.
Click "Save".
Click "Add an endpoint".
Fill in the CRM callback URL into "Endpoint URL".
Click "Select events".
Select all options under "Checkout" and click "Add events".
Click "Add endpoint".
Once you have downloaded the private key. Click "Add user".
You will be able to see the callback address here.
