Daily Exchange Rate Update for Zoho CRM

Daily Exchange Rate Update for Zoho CRM

 Contents 

  1. Prerequisites.
  2. Key features of Daily Exchange Rate Update.
  3. Currency exchange country list.
  4. How to install the Daily Exchange Rate Update extension.

  5. Create OAuth authorization.

  6. Support.

Warning


 Prerequisites 

  • You must be the Zoho CRM's super admin.
  • Zoho CRM Enterprise edition or higher is required.
Notes

Key features 

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

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

  • Live and historical exchange rate for 150+ currencies.

  • The exchange rates shall vary once a day.

 

 

 Currency Exchange Country List 

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

 

Also, including those countries, 150+ countries are live and historical in exchange rates.

 

  How to install Daily Exchange Rate Update 

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

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

 

 

 

 

 

  • As soon as the extension is installed, a pop-up will appear at the bottom of the screen.

 

 

 Create OAuth authorization 

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

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

  • Go to 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.

 

Info

Support 

Contact Number: +919868329081

Website: www.nexivo.co.in