Currency Exchange Rates for ZOHO CRM

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ZOHO applications: implementation, training and integration

Currency Exchange Rate Updater for ZOHO CRM extension

Updates currency exchange rates in Zoho CRM
The user can download information from different resources
The user can plan the exchange rate by the hour, by the day or by a specific period of time
If you need automatic exchange rate adjustments, you can also set them up in advance.

Install and authorize in the ZohoCRM (OAuth) extension
Enable multi currencies in CRM settings and choose available source for your currencies
Set the update schedule and you're all set!

- analyse the history of exchange rates;

- update the data in your CRM;

- to adjust the exchange rate on the fly;

- and so on;

To get started please click on the button "CRM Settings" and enable multi currencies
To get the currencies updated firstly choose the source and set the schedule
"Correction type" means standard manual increasing or decreasing the rate of your currencies, most of the companies using that to expose the rate a bit higher to let it be similar to commercial rate
You have 3 requests for "Refresh rates now" because of API limits, so use it responsibly
"Send new source request" will send to developers team the link you entered to add this source of currency rates to your Extension, please make sure that the source has a free API