Basics
Quick Start

Use the function of quickly adding currencies and exchange directions, this will significantly speed up the process of setting up the exchanger. Go to the "Currencies" page and click the "Add" - "Quick Add" button. After adding the currency, follow the same steps in the "Exchange Directions" page.

Manual Mode

To start working in manual mode, enter the payment details for which you want to accept payments on the currency editing page. Then select "Payment Merchant" - "Manually" on the page for editing the exchange direction.

Exchange Process

1) User create and pay for an order according to the instructions.

2) After successful payment, the user needs to click the "Payment Made" button.

3) Operator checks the transaction in the history of the payment system. If the payment is received, the operator manually payout on an order and changes its status to "Completed".

Disabling Payment Confirmation Button

To do this, go to "Application Settings" - "Manually Merchant".

Adding a field for entering the payment transaction ID

To do this, go to "Application Settings" - "Manually Merchant".

Editing Payment Instructions

To change the default instruction, go to "Template Settings" - "Words & Text". You can also set a unique instruction on the exchange direction editing page, in "Description" section.

Semi-Automatic Mode

To start working in semi-automatic mode, you need to set up merchant. Then select "Payment Merchant" on the page for editing the exchange direction.

Exchange Process

1) User create and pay for an order using the payment form or the merchant's payment details.

2) After successful payment, the order status automatically changes to "Paid".

3) Operator manually makes a payout on an order and changes its status to "Completed".

User Verification

User verification can be used to restrict access to exchange directions. Verification is represented by two types: 1) identity verification; 2) bank card verification. Changing the type of verification is available in "Application Settings" - "User Verification".

To enable verification, go to the exchange direction editing page and select "Verification Type" - "Only for Verified Users".

Bonus System

Bonus system allows you to make an exchange on more favourable terms for regular customers. The bonus is added to the amount of received currency during the exchange. The amount of the bonus may depend on the turnover of exchanges or be unique for a particular user. The turnover of exchanges is calculated automatically in the base currency of the user's balance, after each successfully completed exchange.

To set up the bonus system, go to "Application Settings" - "Bonus System".

User Balance

User balance is an internal currency that is used in the work of referral and investment programs, and can also act as a wallet for an e-money system.

Any currency or exchange direction can be used to work with the user's balance. You can create "Balance USD" currency using "BALANCE" slug and work with it like any other currency. Funds are deposited and withdrawn through the direction of the exchange with the merchant "User Balance".

By default, user's balance is based on the "USD" currency equivalent. You can change the base currency in the "Application Settings" - "User Authentication".

Referral Program

The reward is made for each successfully completed exchange and is credited to the user's balance. The amount of remuneration may depend on the turnover of referral exchanges or be unique for a particular user. The turnover of referral exchanges is calculated automatically in the base currency of the user's balance, after each successfully completed exchange. The reward is calculated from the amount of the exchange.

To set up the referral program, go to "Application Settings" - "Referral Program".

Main Rate Parser

Conversion of the reward amount to the balance currency is based on the main exchange rate parser, by default Binance data is used.

To change the main rate parser, go to "Application Settings" - "General Application Settings".

Investment Program

Investment occurs through the opening of a deposit in the user profile, with payment through the user's balance. Interest is charged to the user's balance. The body of the deposit will be returned at the end of the investment period.

To set up the investment program, go to "Application Settings" - "Investment Program". The "Income Interval" field can contain an integer from 1 to 365. It means the number of days after which interest is calculated.

Automatically Update Exchange Rates

If you need to automatically update exchange rates, you can use a built-in rate parsers that work according to the settings you have set. Rate parser settings are located on the exchange direction editing page, in "Rate Parser" section.

Setting example

Rate Parser Pair Correction Calculation Correction Type Correction Amount Description
Huobi BTCUSDT - - - Get BTC/USDT exchange rate on Huobi
Binance USDTETH Sum Exchange Rate of Sending Currency 100 Get USDT/ETH exchange rate on the Binance (+100 USDT)
Forex USDUAH Percent Exchange Rate of Received Currency -5 Get USD/UAH exchange rate on Forex (-5%)

Formulas

Using a formula as a rate parser and an expression as a pair, you can calculate the exchange rate from multiple sources using arithmetic and logical operators.

Writing the formula begins with letter "S" (sending currency) or "R" (received currency), this will set the exchange rate like "X = 1" or "1 = X". To get the exchange rate, use the expression "{RATEPARSER:PARA}".

Formula Examples

1) Calculate BCH/LTC exchange rate on Binance:

S {BINANCE:BCHUSDT} / {BINANCE:LTCUSDT}

2) Calculate average BTC/USDT exchange rate on Binance, Huobi:

R ({BINANCE:BTCUSDT} + {HUOBI:BTCUSDT}) / 2

3) Get BTC/USDT exchange rate on Huobi if it was not possible to get it on Binance:

S {BINANCE:BTCUSDT} ?: {HUOBI:BTCUSDT}

4) Calculate UAH/DOGE exchange rate using PrivatBank and Binance:

R (1 / {PRIVATBANK:UAHUSD}) / {BINANCE:DOGEUSDT}

5) Get ETH/USD exchange rate if the USDT/USD exchange rate on WhiteBIT is less than 0.90 or greater than 1.10, otherwise get ETH/USDT exchange rate:

S {WHITEBIT:USDTUSD} < 0.90 || {WHITEBIT:USDTUSD} > 1.10 ? {WHITEBIT:ETHUSD} : {WHITEBIT:ETHUSDT}

Constants

Constants can be used to store various numeric values, to be used in formulas or as a pair for the exchange rate parser, this can be useful for quickly changing the exchange rate for many directions. Example of use in formulas: "{CONSTANT:MYCONST}".

To configure constants, go to "Application Settings" - "Rate Parser Constants".

Dynamic Exchange Rate

If you need to automatically update the exchange rate until the order is paid, you can use the dynamic exchange rate option on the exchange direction edit page. By default, the exchange rate is fixed after the order creation.

Exchange Rates Export

To get data, make a GET request to one of the following URLs:

Format URL
XML YOUR.DOMAIN/rates-export/xml
TXT YOUR.DOMAIN/rates-export/txt
JSON YOUR.DOMAIN/rates-export/json
JSON YOUR.DOMAIN/rates-export-another-json-v1

Access Restriction

Access to data can be restricted using an access token. To set up an access token, go to "Application Settings" - "Rates Export".

Example URL with access token:

YOUR.DOMAIN/rates-export/json/ACCESS_TOKEN
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