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
Navigate to Products > Platforms.
Click Create in the upper-right corner of the page and select OneZero 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.
Click Save.
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.
Click Test connection to validate the connection settings.
The green checkmark displayed on the Test connection button indicates that the connection has been configured properly.
In the Status dropdown, select Enabled.
Click Save to create the platform connection.
How to create a platform for PrimeXM
Navigate to Products > Platforms.
Click Create in the upper-right corner of the page and select PrimeXM from the drop-down menu.
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.
Click Save.
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.
Click Test connection to validate the connection settings.
The green checkmark displayed on the Test connection button indicates that the connection has been configured properly.
In the Status dropdown, select Enabled.
Click Save to create the platform connection.
How to create products for OneZero and PrimeXM
Navigate to Products > Products.
Click Create in the upper-right corner of the page and select either OneZero or PrimeXM in the dropdown .
In the Create product popup, fill in the following fields:
In the Platform Group dropdown, select Group.
In the Currency dropdown, select the required currency for your 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.
Click Save.
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.
Make sure to enable the corresponding currencies on the Currencies tab.
You may also want to configure the other product settings available on the Edit product page.
Click Save to create the product.
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:
Navigate to Clients > General.
From the clients list, select a client for whom you want to create a OneZero or PrimeXM account, and then click Edit.
Go to the Accounts tab, and then click +Create in the upper-right corner of the page.
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.
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.
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