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CRM responsibilities

The CRM manages its own interface, navigation, branch catalog, business permissions, and internal deposit or withdrawal statuses. It also preserves the relationship between its user, the external_reference, and the external branch ID sent to ExuraCopy. The CRM may store:
  • Its internal transaction identifier.
  • The idempotency_key used for each movement.
  • The transaction_id returned by ExuraCopy.
  • Operational states and reconciliation timestamps.
  • The event_id of each received webhook.
  • The relationship between each reported MT5 account and its CRM user.

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ExuraCopy responsibilities

ExuraCopy Social Trading maintains the integrated user, effective branch assignment, trading accounts, wallet accounts, ledger, and authoritative Social Trading balance. It also emits events for accounts created through its interface. This integration uses:
These values are displayed as portal variables. Confirm the configuration assigned to your integration with ExuraCopy before going to production.

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Balance fields

Use available_balance to display available funds. Do not recalculate this value or maintain a second authoritative copy in the CRM.

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Review the complete workflow.

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Coordinate branches, migration, and webhooks.
Last modified on November 3, 2026