Account Setup

Getting Started with CrissCross

Embarking on your journey with CrissCross begins with setting up your account, a crucial step towards streamlining your payment processing. This guide will walk you through the process of configuring your account to start processing payments efficiently.

Creating an Account

1. Schedule a Call: To kick-off your experience with CrissCross, merchants are encouraged to schedule a call with our team. This personalized approach ensures that we understand your specific needs and can tailor our services accordingly. Please reach out to us to book a time for this setup session. During this session, you will be introduced to your dedicated senior solutions engineer, who will guide you through the registration process, ensuring that all necessary details are captured accurately and that your unique business requirements are met.

2. Complete the Registration: After your consultation, you will receive a registration link. Follow the link to complete your registration by providing the required information. Your solutions engineer will be available to assist you throughout this process, ensuring a seamless and efficient setup.

3. Verify Your Email: Once registered, check your email inbox for a confirmation email. Click the link provided to verify your email address.

Configuring Your Account

1. Enable Payment Methods (Collect): Once your account is established, the next step is to configure it to align with your payment processing requirements. Our senior solutions engineers will work closely with you to enable the payment methods you want to offer across 20+ markets in Africa and the Middle East. As your merchant of record, CrissCross handles all payment provider relationships, so you can enable payment methods directly through the dashboard without needing to register with individual providers. CrissCross supports a wide array of payment methods including cards, mobile money, bank transfers, and region-specific solutions, allowing seamless acceptance and management.

2. Set Up Payment Rules (Collect): Setting up payment rules is another critical aspect of configuration. These rules determine how payments are routed and processed, enabling automation of payment flows without the need for coding. Your solutions engineer will assist in defining these rules to ensure they align with your business logic and operational goals.

3. Customize Hosted Checkout (Collect): The Hosted Checkout feature simplifies the payment process by providing a unified interface for all payment methods. You can configure which payment methods and features should be displayed under specific conditions, all through the dashboard without any coding. Our team will ensure that your hosted checkout is tailored to your specific needs, enhancing the customer experience.

4. Configure Exchange Accounts: If you plan to use CrissCross Exchange for currency conversion, your solutions engineer will help you set up exchange accounts and configure trading preferences. This enables you to convert between currencies at competitive rates.

5. Set Up Payout Destinations: For Payouts functionality, you’ll configure payout methods (bank transfers, mobile money, and stablecoin wallets) and destination countries. Your solutions engineer will guide you through enabling payout capabilities for the markets and payout rails where you need to disburse funds.

Accessing the Merchant Dashboard

The merchant dashboard serves as your central hub for managing your CrissCross account across Collect, Exchange, and Payouts. Here, you can:

• Monitor Transactions: View ongoing and completed transactions in real-time for payments, exchanges, and payouts
• Manage Payment Methods: Add or remove payment methods for Collect as your business needs evolve
• Track Exchange Activity: Monitor currency conversions and exchange account balances
• Manage Payouts: Track payout status and manage payout destinations
• Generate Reports: Create detailed reports for sales, refunds, exchanges, payouts, and other metrics, offering valuable insights into your operations

Setting Up Collect Features

1. Configure Hosted Checkout: Hosted Checkout is designed to unify all payment methods behind a single integration, simplifying the payment process. To set up Hosted Checkout, you first need to configure the checkout settings. This involves determining which payment methods and features should be displayed under specific conditions, all managed through the dashboard without any coding.

2. Integrate with Your Application: Once configured, you can integrate Hosted Checkout into your application using our SDKs. Select the integration option that best suits your use case, whether it’s for web or mobile platforms. This integration ensures that your customers have a seamless and secure checkout experience.

3. Set Up Webhooks: CrissCross provides webhooks for Collect (payment events), Exchange (trading updates), and Payouts (payout status). Configure webhook endpoints to receive server-side notifications about transaction updates across all services, ensuring you have the most accurate and up-to-date information.

Exploring Your Data

1. Use the Dashboard: The Dashboard provides intuitive interfaces for browsing and reviewing details across all services:

   • Payment Timeline: Navigate, search, and filter Collect payments
   • Exchange Activity: Monitor currency conversions and trading history
   • Payout History: Track payout status and disbursement details

2. Access the APIs: All services provide programmatic access:

   • Collect APIs: Retrieve payment details, manage sessions, and handle refunds
   • Exchange APIs: Query account balances, trading history, and conversion rates
   • Payouts APIs: Initiate payouts, track status, and manage recipients

Additional Resources

For more detailed information on setting up and managing your CrissCross account, refer to the API documentation and guides available on our website.