Exchange Rate Feeds for Zoho CRM

This Zoho extension automates the process of updating the currency exchange rates in Zoho CRM with latest values. The update for the base currency V/s other currency happens daily. The exchange rate feeds are taken from https://www.exchangerate-api.com

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License Cost

10 days free trial
Post that $5/month for unlimited users in your account

How it Works

Install the extension
Get API key from https://www.exchangerate-api.com
Browse to configure settings of the extension & paste the API key
Activate the currencies for which you will like the feed to autoupdate the exchange rate
Add/Subtract threshold value to the original converted value, as per your business requirement

Features

Read and automatically updates the latest currency exchange rates from https://www.exchangerate-api.com/
All the currencies get an update for the base currency exchange rate on daily basis
On request this can be also be extended to twice daily
Add/Subtract threshold value to the base exchange rate feeds as per your needs .

Step By Step Installation & Usage Guide

We have divided this guide into two sections, “Basic Installation & Usage Section” & “Advance Setup” . We will cover both of this in detail below.

Basic Installation & Usage Section

Step 1 : Install the extension

Step 2: Authorize your Zoho CRM account

Step 3: SignUp on https://www.exchangerate-api.com/ to get a free API key

Step 4: Browse through the “Api Keys” section as illustrated in the screenshot below to get the API key

Step 5: In Zoho CRM now go to configure settings of extension and paste the API key copied in the above step

Advance Setup

You may have a business use case where you would like to change the original value of the exchange rate received from the API and add/subtract some threshold value to it. Refer to the screenshot below ,

Business Scenario Example: Say for example you have USD as your base currency and you want to transfer “X” amount to India in INR . The customer to whom you want to transfer has asked you to cover the transfer fees which is say for example “X+0.5” to the base currency exchange rate. In such a case you may go to “Extension Settings” and add +0.5 to the currency converted.