CRM Integration

ExuraCopy Social Trading

Keep your interface and business workflows while ExuraCopy manages the social user, SSO session, branch assignment, trading accounts, and available trading balance.

This documentation is intended for the backend team of an external CRM. All API calls are server to server; the browser only receives the SSO URL to which the user must be redirected.

Create an SSO session

Create or link the user within the appropriate branch.

Sync branches

Keep the CRM branch catalog aligned with ExuraCopy.

Retrieve the wallet

Display the authoritative Social Trading balance.

Credit funds

Record funds that your CRM has already confirmed.

Debit funds

Withdraw available funds through an idempotent operation.

Receive created accounts

Record accounts created in Social Trading through a webhook.

Never send the API key to a browser, mobile application, analytics tool, or log. This credential belongs exclusively in the CRM backend.

What the integration covers

Capability	Primary endpoint	CRM responsibility
Branch synchronization	`POST /api/v1/branches/sync`	Register external IDs before using them in SSO.
Sign-in	`POST /api/v1/sso/start`	Redirect the user to the returned URL.
Direct password	`PATCH /api/v1/users/password`	Validate and transmit the new password securely.
Balance lookup	`GET /api/v1/wallet/external/account`	Display `available_balance` as the usable balance.
Deposit	`POST /api/v1/wallet/external/deposit`	Credit only transactions that have already been confirmed.
Withdrawal	`POST /api/v1/wallet/external/withdrawal`	Complete the internal workflow after a successful response.
Account created	`POST /api/v1/integrations/crm/account-webhook` + `social.account.created`	Register the receiver, verify signatures, and process each `event_id` only once.

Next: Overview

Understand the complete workflow before implementing endpoints.

Last modified on November 3, 2026

Getting Started

Integration Flows

Reliability

Create an SSO session

Sync branches

Retrieve the wallet

Credit funds

Debit funds

Receive created accounts

What the integration covers

​Bring Social Trading into your CRM experience

Create an SSO session

Sync branches

Retrieve the wallet

Credit funds

Debit funds

Receive created accounts

​What the integration covers

Next: Overview

Bring Social Trading into your CRM experience

What the integration covers