How to integrate OneZero and PrimeXM

This instruction describes how to configure platforms and products required for enabling OneZero and PrimeXM via the Back Office, as well as how to create OneZero and PrimeXM accounts for your clients.

Before you start configuring OneZero or PrimeXM platforms and products in the Back Office, make sure that connections to these platforms have already been set up by your account manager who is assigned the permissions to manage external connections.

How to create a platform for OneZero

To create a platform for OneZero:

1. Navigate to Products > Platforms.

2. Click Create in the upper-right corner of the page, and then select OneZero in the dropdown.

3. 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.

1. Click Save to proceed.

2. On the Edit connection page, specify the following settings:

• In the Service location field, specify https://onezero.b2broker.net/api/rest/.

• In the Token endpoint field, specify https://onezero.b2broker.net/api/token.

• In the Service user and Service password fields, enter the login and password that are used for the service connection.

• In the REST Api version field, specify 1.01.

1. Click Test connection to validate the connection settings.

   The checkmark displayed on the Test connection button indicates that the connection has been configured properly.

2. In the Status dropdown, select Enabled.

3. Click Save to create the platform.

How to create a platform for PrimeXM

To create a platform for PrimeXM:

1. Navigate to Products > Platforms.

2. Click Create in the upper-right page corner, and then select PrimeXM in the dropdown.

3. In the Create platform window, 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.

1. Click Save to proceed.

2. On the Edit connection page, specify the following settings:

• In the Pxm username and Pxm password fields, specify the login and password that are used to connect to the PrimeXM server.

• In the Rabbitmq host field, specify xcore-api-ld4.primexm.com.

• In the Rabbitmq port field, specify 5673.

• In the Rabbitmq user and Rabbitmq password fields, specify the login and password that are used to connect to RabbitMQ.

• In the Rabbitmq vhost field, specify /primebrokerage_uk.

• In the Rabbitmq exchange field, specify XServerAPI.

1. Click Test connection to validate the connection settings.

   The checkmark displayed on the Test connection button indicates that the connection has been configured properly.

2. In the Status dropdown, select Enabled.

3. Click Save to create the platform.

How to create products for OneZero and PrimeXM

To create products for OneZero and PrimeXM:

1. Navigate to Products > Products.

2. Click Create in the upper-right page corner, and then select either OneZero or PrimeXM in the dropdown .

3. In the Create product popup, fill in the following fields:

• In the Platform Group dropdown, select Group.

• In the Currency dropdown, select one or more currencies that you want to enable for the product.

• In the Name field, enter the name that you want to use for the product.

• In the Group dropdown, select the appropriate group that have been previously configured in Products > Groups.

• In the Type dropdown list, select External.

1. Click Save to proceed.

2. On the Edit product page, specify the appropriate settings for your product:

• In the Rights and Default account rights dropdowns, select the required permissions that you want to apply to the product (such as Enabled, Deposit, Withdraw, Visible, Transfer deposit, Transfer withdraw, and Exchange).

• In the Status dropdown, select Enabled.

• If you want to enable additional currencies for the product, add them on the Currencies tab.

You may also want to configure the other product settings available on the Edit product page.

1. Click Save to create the product.

All settings changes made on the Edit product page will directly impact how the product is displayed and functions in the B2CORE UI for clients.

How to create OneZero and PrimeXM accounts for clients

OneZero and PrimeXM accounts are created in B2CORE based on the accounts that have already been registered on the corresponding external platforms.

To create a OneZero or PrimeXM account for a client via the Back Office:

1. Navigate to Clients > General.

2. From the clients list, select a client for whom you want to create a OneZero or PrimeXM account, and then click Edit.

3. Go to the Accounts tab, and then click +Create in the upper-right page corner.

4. On the Creating account page, fill in the following fields:

• In the Product group dropdown, select External.

• In the Product dropdown, select the product previously created for OneZero or PrimeXM.

• In the Currency dropdown, select the corresponding currency.

• In the Leverage dropdown, select the leverage ratio.

• Enable the option to Create account that exists on external platform.

• In the External account number field, specify the ID of an account that has been already registered on the corresponding external platform.

1. Click Save to create the account.

After the account has been created, it is available to the client upon navigating to Platforms > OZ/PXM via the B2CORE UI.