# ExuraCopy Social Trading

> Guide for integrating an external CRM with ExuraCopy Social Trading.

- [CRM Integration](https://crm-social.exuratech.com/index.md): Connect your CRM to ExuraCopy Social Trading through SSO, branches, wallets, and signed events.
- [Overview](https://crm-social.exuratech.com/getting-started/overview.md): Understand the user journey between the CRM and ExuraCopy Social Trading.
- [Responsibilities and balances](https://crm-social.exuratech.com/getting-started/responsibilities.md): Define which information belongs to the CRM and which information is authoritative in ExuraCopy.
- [Activation with ExuraCopy](https://crm-social.exuratech.com/getting-started/activation.md): Coordinate branches, existing users, and webhooks before enabling the production integration.
- [Authentication and environments](https://crm-social.exuratech.com/getting-started/authentication.md): Protect the API key and prepare the URLs for each environment.
- [Synchronize branches](https://crm-social.exuratech.com/guides/branches.md): Register CRM branches and use their external identifiers when starting SSO.
- [Create a user and start SSO](https://crm-social.exuratech.com/guides/sso.md): Create or link a user and obtain a one-time access URL.
- [Set a direct password](https://crm-social.exuratech.com/guides/password.md): Allow the user to define a password for direct access to Social Trading.
- [Retrieve the wallet](https://crm-social.exuratech.com/guides/wallet.md): Retrieve the authoritative Social Trading balance through the CRM reference.
- [Credit funds](https://crm-social.exuratech.com/guides/deposits.md): Credit a deposit in Social Trading after the CRM has confirmed it.
- [Debit funds](https://crm-social.exuratech.com/guides/withdrawals.md): Withdraw available funds from Social Trading and complete the movement in the CRM.
- [Receive created accounts](https://crm-social.exuratech.com/guides/account-webhooks.md): Process account creation events securely and idempotently.
- [Idempotency and retries](https://crm-social.exuratech.com/reliability/idempotency.md): Prevent duplicate deposits or withdrawals after timeouts and network failures.
- [Errors and recovery](https://crm-social.exuratech.com/reliability/errors.md): Interpret error codes and define safe CRM actions.
- [Endpoint reference](https://crm-social.exuratech.com/reference/endpoints.md): Operational summary of the routes available to the CRM backend.


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