Auto Update Exchange Rate for Zoho CRM

Auto Update Exchange Rate for Zoho CRM

 Contents  

  1. Prerequisites

  2. Key features of Auto Update Exchange Rate. 

  3. Currency Exchange Country List                      

  4. How to install the Auto Update Exchange Rate extension.

  5. Create OAuth authorization

  6. Support.

 Prerequisites 

  • You must be the Zoho CRM's super admin.

  • You need Zoho CRM Enterprise edition or higher.

 

Key features 

  • Easily to compare exchange rates.
  • Updates currency exchange rates in Zoho CRM.

  • The exchange rates will vary depending on the base currency.

  • The exchange rates will vary Twice a day.

 

 Currency Exchange Country List 

Please let you know about the countries that are supported in this extension.

 

 How to install Auto Update Exchange Rate  

Steps involved to install "Auto Update Exchange Rate "
  • Open Zoho CRM and go to the marketplace.

  • Search for the "Auto Update Exchange Rate" keyword and click the install button.

 

 

 

 Create OAuth authorization 

  • To begin, you need a CRM account.
  • To authorize the account click on the authorize button.
  • Select the connector to authorize.

  • If you got an error while checking the exchange rates you will get an email.

  • Go to the extension setting and create the OAuth again.

 

 

  • Click Authorize and select any of the options shown in the image below. Only the authorization will take place if you have developer access.

 

 

 

  • Go to CRM set up > General > Company Details > Currencies to view the currency exchange.

 

 

Support 

Contact Number: +919868329081