How to integrate B2TRADER
Learn how to create a platform, product group, and products to enable B2TRADER integration in B2CORE
This instruction describes how to create a platform, product group, and products that are required for enabling B2TRADER functionalities via the the B2CORE Back Office.
How to create a platform for B2TRADER
To create a platform for B2TRADER:
Navigate to Products > Platforms.
Click Create in the upper-right page corner, and then select B2TraderBrokeragePlatform in the dropdown.
In the Create platform popup, fill in the following fields:
In the Name field, enter a name that you want to use for the platform.
In the Caption field, enter a caption that will be applied to the platform in the Back Office.
In the Available connection providers dropdown, select B2TraderBrokeragePlatform.
In the Connection dropdown, select the previously configured B2TRADER connection.
Click Save to proceed.
On the Edit platform page, specify the following settings:
In the Short caption field, you can optionally specify a short platform name.
Make sure that No is selected in the Demo dropdown.
In the Status dropdown, select Enabled.
Click Test connection to validate the connection settings.
The checkmark displayed on the Test connection button indicates that the connection has been configured properly.
After the connection settings have been successfully validated, click Save.
How to create a product group for B2TRADER
To create a product group for B2TRADER:
Navigate to Products > Groups.
Click +Create in the upper-right page corner.
On the Create group page, fill in the following fields:
In the Caption field, enter a caption that you want to use for the group. This caption will be assigned to the product group in the Back Office and will be visible to clients in the B2CORE UI.
In the Description field, enter a group description.
In the Type dropdown, select Default.
Click Save to create the product group.
How to create a product for B2TRADER
To manage both live and demo accounts, as well as Hedging and Netting types, separate products must be created for B2TRADER in the B2CORE Back Office.
To create a product for B2TRADER:
Navigate to Products > Products.
Click Create in the upper-right page corner, and then select the caption assigned to the previously configured B2TRADER platform in the dropdown.
In the Create product popup, fill in the following fields:
In the Platform group dropdown, select the appropriate group existing on the B2TRADER platform.
In the Currency dropdown, select the currency for the product. The available currency options in B2CORE depend on the settings of the selected platform group.
In the Account type dropdown, select Hedging or Netting.
In the Name field, enter a unique name for the product.
In the Group dropdown, select the previously created product group to include the product into that group.
In the Type dropdown, select:
Trade — if you create a product for managing live accounts
Demo — if you create a product for managing demo accounts
Click Save to proceed.
On the Edit product page, specify the following product settings:
In the Name field, you can modify the product name. The name must be unique.
In the Caption field, enter a caption for the product. This caption will be assigned to the product in the Back Office and will be visible to clients in the B2CORE UI.
In the Default leverage field, enter the default leverage ratio that will be assigned to accounts created automatically when the Auto creation on login option is triggered.
In the Leverage field, enter one or more leverage ratios that client can select when creating accounts via the B2CORE UI.
In the Rights and Default account rights dropdowns, select the required permissions that will be applied to the product (such as
Enabled,Deposit,Withdraw,Visible,Transfer deposit,Transfer withdraw, andExchange).In the Max accounts field, enter an integer value to define the maximum number of accounts that clients can create when using this product.
To set no limit on the number of accounts, specify -1.
To forbid clients to create accounts, specify 0.
In the Mail dropdown, select:
Send or Default — to automatically send email notifications to clients when new accounts are created, providing them with the necessary details to start trading.
Don't send — to disable email notifications about new accounts.
In the Mail template dropdown, select the email template
accountCreatedthat will be used to send notifications about new accounts.In the Start amount field, specify the amount that will be automatically deposited to demo accounts upon their creation.
In the Auto creation on login dropdown, select:
Yes – to automatically create accounts based on the product settings when clients first sign in to the B2CORE UI.
No – to create accounts based on this product manually.
In the Agreement link field, specify a link to the document to which clients must consent in order to open accounts via the B2CORE UI.
In the Link info field, specify a link to a resource with additional product information, which clients can access when creating accounts via the B2CORE UI.
On the Currencies tab, you can review the currency associated with the product and add more currencies if necessary. The available currency options are limited by the settings of the platform groups configured on the B2TRADER platform.
After configuring the product settings, activate it by selecting Enabled in the Status dropdown.
Click Save to create the product.
B2TRADER accounts can now be created based on the product via the Back Office or B2CORE UI. Any changes to product settings will directly impact how the product is displayed and functions for clients in the B2CORE UI.
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