Account

The Account page is where you see what you hold, move money in and out, and set up tasks that run on their own. Open: https://merchants.zbx.boomfi.xyz/dashboard/account Some buttons and tabs appear only if your role has the matching permission. If you cannot see one, ask an organisation admin. See Team and Roles.

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Assets

The Assets tab lists every asset in your account. The total at the top adds up all assets. Select the eye icon next to it to hide or show the amount.

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Open an asset

Select a row to open the asset panel. It shows:

• The total balance for the asset.
• A card for each network the asset is held on, with Deposit and Withdraw buttons that start a deposit or withdrawal on that network.
• Quick actions: Swap and Sweep. Both run once, right away.

Fiat assets have no networks, so their panel shows only the balance.

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Swap an asset

Swap converts the asset you opened into another asset, once. To swap on a schedule, use an automation.

1. Open the asset and select Swap.
2. Check the pre-filled asset and network. The Swap amount starts at your full balance. Lower it to swap less.
3. Under Swap to, choose the asset you want to receive. Only assets available for this swap are listed.
4. Select Continue.

The review shows an estimate, for example You will receive about 6.81 EUR. The final rate is the one at the moment the swap runs. Select Run once to confirm. Finished swaps appear under History → Trading.

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Sweep an asset

Sweep gathers the same asset from all of its networks and converts it into another asset, once. The button is disabled when the asset is held on one network only.

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Deposit funds

Select Deposit funds at the top right. The From bank tab appears only when your account has bank deposit details.

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From wallet

1. Under Network, choose the network you send from.
2. Under Currency, choose the token you send.
3. Scan the QR code, or select Copy and paste the address into the wallet you send from.

You can close the window. Your balance updates once the deposit arrives.

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From bank

Choose From bank to fund the account by bank transfer. The page shows the Account holder, IBAN, BIC / SWIFT, Bank, Bank address, and Bank country. The first three have a copy button. Enter the account holder name exactly as shown as the beneficiary name. Banks check it against the IBAN, and a different name can cause the transfer to be rejected. If your account has more than one bank deposit account, a selector appears above the details.

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Withdraw funds

Select Withdraw funds at the top right. The button appears only when the account has a balance and you may withdraw. You can only withdraw to a destination saved in the Address book. Funds cannot go to an address that was never confirmed.

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To wallet

1. Under Asset to withdraw, choose the asset. Balances are shown next to each one.
2. Under Wallet, choose the network.
3. Enter the Withdrawal amount, or select Max.
4. Under Withdrawal address, choose a saved address for that asset and network.
5. Select Continue, then review and confirm.

If the list says No whitelisted USDC address on this network, you have not saved an address for that asset and network. Select Add wallet address to save one without leaving the page.

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To bank

1. Under Asset to withdraw, choose a fiat currency such as EUR.
2. Under Bank account, choose a saved bank account, or select Add bank account.
3. Enter the Withdrawal amount, or select Max.
4. Select Continue, then review and confirm.

Saved bank accounts show the holder, the last digits of the account number, the bank, and the country. To bank may be unavailable for some accounts.

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Cancel a withdrawal

Some withdrawals can be cancelled from History while they are still waiting. When a withdrawal needs a step from you, its status in History is a link to the page that finishes it.

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Address book

The Address book (top right of the Account page) holds the destinations you pay out to. A destination must be saved here before you can withdraw to it or use it in a payout automation. Saving a destination is the sensitive step. When you save a wallet address or bank account, ZBX emails you a one-time code to confirm it. You do this once per destination. After that, withdrawals and automations use it without asking again. To do the same through the API, see External Account Overview.

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Wallet addresses

Select Add wallet address and fill in:

• Address label: a name you recognise.
• Wallet address.
• Network and Asset.
• A confirmation that the wallet belongs to you.

Each row has a … menu to copy the address, open it in the network’s block explorer, or delete it. A deleted destination can no longer be used for withdrawals or automations.

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Bank accounts

The list shows name, bank, country, currency, account number, and account holder. The account number and holder name are partly hidden. Select Add bank account and fill in:

• Label: a name you recognise.
• Bank Country and Currency.
• Bank name.
• Account name: it must match the name on your bank statement.
• Account number.
• A confirmation that the details are correct.

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History

The History tab has two lists.

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Deposits and withdrawals

Use Export CSV to download the list and Refresh to load the latest entries.

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Trading

Swaps appear here, whether you ran them by hand or an automation ran them.

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Automation

Account automation runs a task for you on a schedule, so you do not log in to pay out, convert, or check a balance each time. Every automation has three parts:

1. An action: pay out, swap, sweep, or send an alert.
2. A condition: the balance the account must reach first, for example “when my USDC balance is at least 1,000”.
3. A schedule: how often the account checks the condition, for example “every day”.

On each check, if the condition is met the action runs. If not, nothing happens until the next check. Everything an automation does is something you can already do by hand. You need permission to manage account automations to create or change one. Without it, the Automation tab is read-only.

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The four actions

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Create an automation

This walkthrough creates an Alert, because it is the simplest action and moves no funds. The other actions work the same way; only the fields in step 4 differ.

1. Open the Automation tab. Select Create your first automation, or New automation if you already have some.
2. Choose a template, or select Start from scratch.

   Template	What it does
   Consolidate to a stablecoin	Converts all balances into one stablecoin, every week.
   Clean up small balances	Sweeps leftover balances above a small threshold into a stablecoin.
   Convert one balance	Converts a single balance into another asset, once.
   Convert & settle to your bank	Converts crypto to fiat and pays out to your bank account. Shown as coming soon and not selectable yet.

   A template fills in starting values. You can change every value before you save.
3. Select Choose an action and pick Swap, Sweep, Payout, or Alert.
4. Set up the action and the condition. For an Alert, set a Balance threshold (a comparison, an amount, and a currency) and a Notification channel (Email, Webhook, or both). Select Continue. The comparison can be Equal to, Greater than, Greater or equal, Less than, or Less or equal. The action then appears on the canvas as a card, for example “Notify via Email. If balance is Less than USDC 10.00”.
5. Under Schedule, select Configure schedule. In Run every, choose a number from 1 to 5 and a period: Hour, Day, Week, Month, or Year. Select Continue.
6. Select Create automation at the top right.

For Payout, Sweep, and Swap you can name the automation by selecting the title at the top of the page. Otherwise a name is generated, for example Alert-70.

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Settings for each action

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Payout

A Payout sends a fixed amount to a destination you saved, whenever the condition is met. The destination must already be saved in the Address book. You cannot type a new address into the automation. Saving it is where the one-time email confirmation happens, and the automation inherits it. If you delete a destination, automations that pay out to it can no longer send funds.

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Sweep

A Sweep gathers your balances into one asset.

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Swap

A Swap converts one asset into another.

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Alert

An Alert sends a message and moves no funds. Its fields are a Balance threshold and one or more Notification channels, as in the walkthrough above. Set up your notification channels in your account settings first.

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Example use cases

Pay out when the balance reaches a target

• Trigger: USDC balance is greater than or equal to 1,000, checked every day.
• Action: Payout 500 USDC to your saved treasury wallet.
• Outcome: Each day the balance is at least 1,000 USDC, 500 USDC goes to your wallet. The wallet must already be in the Address book.

Consolidate balances every week

• Trigger: Every 1 week.
• Action: Sweep your balances into USDC. Use Ignore balances under to skip tiny balances.
• Outcome: Once a week your balances are gathered into one USDC balance. The Consolidate to a stablecoin template sets this up.

Convert one asset into another

• Trigger: ETH balance is greater than or equal to 2, checked every day.
• Action: Swap 2 ETH into USDC.
• Outcome: When you hold at least 2 ETH, 2 ETH is converted into USDC.

Get warned about a low balance

• Trigger: USDC balance is less than 100, checked every hour.
• Action: Alert by email, and by webhook if you want.
• Outcome: You are told when the balance runs low. No funds move.

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Manage automations

The Automation tab lists every automation. Select a row to open its details. Details shows the action, schedule, and condition. Run History shows past runs. After saving, balance thresholds are shown in US dollars: in the example, “10 USDC” appears as $10.00. Pause or resume. Use the Status switch, or Disable automation / Enable automation in the … menu. A paused automation keeps its settings and does not run. Update. Open the … menu and select Update automation. Select the condition or the schedule card, change it, and select Update automation at the top right. Delete. In the … menu select Delete automation, then confirm. This cannot be undone.

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What you can change

An update can never redirect where funds go. To change the asset, amount, or destination, delete the automation and create a new one.

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Troubleshooting

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Related

• Merchant Dashboard Overview
• Team and Roles
• External Account Overview