24 - Hourly Exchange Rate Update

24 - Hourly Exchange Rate Update

Contents

  1. Prerequisites.
  2. Key features of Currency and Exchange Rates & Help Video.
  3. Currency Exchange Country List.
  4. How to install the Currency Exchange Rates extension.

  5. Create OAuth authorization.

  6. Support.

Prerequisites

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

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 Hourly base.

 

 

Currency Exchange Country List

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

 

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

 

 

 

 

 

 

 

 

How to install 24 Hourly Exchange Rate Update

 Steps involved to install "24 Hourly Exchange Rate Update"

  • Open Zoho CRM and go to the marketplace.

  • Search for the "24 Hourly Exchange Rate Update" 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.

 

 

 

You can see the currencies histories in the "Currencies History" module.

 

 

 

 

This is the sales signal which appears in CRM. You can notice the status of all currencies by clicking the bell icon

Support

Contact Number: +919868329081

Website: www.nexivo.co.in



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