The External Wallet Integration allows the CRM to connect with your external trading systems or third-party wallet systems. By implementing the API specification defined in this module, you enable the CRM to:

1. Read Balances: Display balances from your external system directly in the CRM Back Office and Client Portal.
2. Facilitate Transfers: Allow clients to perform Internal Transfers between their CRM wallets and your external system accounts.

Security & Validation

Since these APIs are hosted on your server, security validation is strictly your responsibility. To ensure requests are genuinely from the CRM, you must validate the signature included in the request headers. For detailed validation instructions and code samples, please refer to the Security & Validation page.

Integration Workflow

1. Develop API: Your team implements the API endpoints defined in the Specification on your server.
2. Configure in CRM:
   • Permissions: Ensure your admin roles have Read/Update External Wallet Integration permissions to manage these settings.
   • Navigate to CRM Back Office - Settings - Dev Space - External Wallet Integration.
   • Click Create and enter the Name and the Base URL of your API (e.g., https://api.yourdomain.com).
   • The system will generate a unique API Key. Copy this key or change it to your own key; you will need it to validate requests sent to your server.

Feature Capabilities

Once integrated, the external wallet appears as an option in:

• Back Office: Wallet Lists (with a toggle to switch between CRM and External views).
• Client Portal: The "Funds" page, allowing clients to view their external balance.
• Transfers: Clients can select the external wallet as a Source or Target account during Internal Transfers.

Limitations

• Direct Deposit and Withdrawal requests (via PSPs) are disabled for External Wallets within the CRM. Only Internal Transfers are supported.
• Security and reliability of the external system are the responsibility of the integrator.

Next pageSecurity & Validation