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ECB Exchange Rates for Zoho CRM

Our integration between European Central Bank and Zoho CRM will bring and update automatically your exchange rates on you Zoho CRM account

Our integration between European Central Bank and Zoho CRM will bring and update automatically your exchange rates on you Zoho CRM account

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Expand ZOHO CRM capabilities with ECB Exchange Rates functionality                                         

Expand ZOHO CRM capabilities with ECB Exchange Rates functionality                                                                                                               

Automatically updates every day the currency exchange rate based on the European Central Bank Euro foreign exchange reference rates in your Zoho CRM account. This extension works only for companies with BASE CURRENCY IN EURO in Zoho CRM.

The plugin will add a new TAB (ECB Exchange Rate) your CRM and a Custom Module named “Currencies Updates”.You have the possibility to adjust the ECB exchange rates with a certain percentage using our WebTab and also to update for each currency the exchange rate wherever you need it. At the same time you have a Custom Module - Currencies Updates where you can see all the updates which have been done to the currencies exchange rates or to the on top percentage and the user which has done it plus the date when this update has been done.

You also have the possibility to view from Zoho CRM the evolution chart for each of the change rates accessing directly the European Central Bank Euro foreign exchange reference rates charts.

Get the exchange rates from Europe Central Bank directly in Zoho CRM

  • The ECB Exchange Rate WebTab has on the first column the Currency which is taken over from the Zoho CRM Multi Currency, the extension works only for companies that have base currency in euro
  • Next column are the Statistics where we have a button that sends us to ECB (Europe Central Bank) site which contains statistic and charts with evolution of the exchange rate
  • Exchange Rate ECB shows us the current exchange rate directly from the Europe Central Bank followed by the current date of the exchange 


ECB for Zoho CRM Features

  • The action of Statistics icons bring us to ECB site where we can see the current echange rate for the current date
  • We also have a chart where we can see the graphic representation of exchange rate evolution even from the last 10 years
  • The narrow statistics of the chart are displayed on the top right and show the minimum value of the exchange rate, the maximum value of the exchange rate and the average

Adjusting exchange rate for Zoho CRM

  • On the Adjust % field we can make changes to the exchange rate according our needings
  • Final Exchange Rate help us to preview the exchange rate after the adjustment, Exchange Rate CRM contains the current exchange rate from Zoho CRM
  • Once we are satisfied with the adjustments and the preview result we can update Zoho CRM Exchange Rate by pressing the Update button
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How to install ECB Exchange Rates for Zoho CRM

  • To install the ECB Exchange Rate extension for Zoho CRM we need to ensure that we have agreed to the terms of service and that we authorize the extension to access and process the data and click Continue.

  • Now we need to choose user/profiles, here we can select who we want to give access to read the updated exchange rate value and to access the WebTab to make changes to the updated exchange rate. If it is installed only for administrators they will be the only ones who will have access to all the functionalities of the extension, but we can also give access only to users or only to certain users depending on their profiles and the organization chart in Zoho CRM.
  • The extension has been successfully installed, but in order to use the features of the ECB Exchange Rate extension, we need to authorize the Connector by clicking on the Authorize button.

  • In order to authorize the Connector and use the full functionality of the extension you will need to allow ECB Exchange Rate to access the data in your Zoho CRM account.

  • Once the Connector authorization is complete the ECB Exchange Rates extension is ready for use. Now just click Finish and start exploring the ECB Exchange Rates features.

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How to manage ECB Exchange Rate for Zoho CRM

Here we have the WebTab where we have the Currency column  that is taken over from the Zoho CRM Multi Currency list, the Statistics send us to ECB  site where we can see lots of informations about the exchange rate.

On the Exchange Rate ECB column we can see the current exchange rate from ECB(Europe Central Bank) for each currency that we have and the date for this exchange rate.

An important feature is that we can change the exchange rate according to our own needs by adjusting it by the percentage we need

To see if the adjustment is appropriate we can preview the adjusted exchange rate on the Final Exchange Rate

If this is what we need we can update the Zoho CRM exchange rate by clicking on the Update button

In case that on the European Central Bank there is no result for a particular currency we display N/A.


Let's give you an example

Let's adjust by 30% the EUR vs.USD Currency, we can see that the preview shows us the value 1,53582. The current value of Exchange Rate CRM is 1,228656.  To change the current value for exchange rate in Zoho CRM we have to press Update.

We can observe that the current value for exchange rate CRM has changed according to our adjustment

Here we can see that it changed even in Zoho CRM Currencies

We can see more about the update in the Currencies Updates module where we have a list that contains all the history of updates

Here we have our update to the currency, we can also see the Old Exchange Rate CRM, Current ECB Exchange Rate, the percent of adjustment, the name of the user which updated and when the update has been made

To keep the Exchange Rate from ECB up to date on the extension we have implemented a schedule that runs daily at 11:30 PM and update de exchange rate

The percentage filled in the Adjust% column in WebTab is also taken into account in the daily update that the scheduler performs, keeping the exchange rates in Zoho CRM updated as needed. You can always change the adjustment and update it manually

How to unnistall ECB Exchange Rate for Zoho CRM

If you want to unninstall the extension you have to go to the Settings, click on Marketplace and select All extensions that are already installed, there you can see ECB Exchange Rate extension with the uninstall button

Key features

  • Automatically updates every day for all the currencies the exchange rates based on the exchange rates from ECB(Europe Central Bank) - in Zoho CRM

  • Manually update whenever you need it for all the currencies form Zoho CRM the exchange rates based on ECB(Europe Central Bank) real time exchange rates

  • Adjust the ECB exchange rates with your required percentage on the ECB Exchange Rates WebTab in Zoho CRM

  • Retrieve whenever you need the real time exchange rates from ECB(Europe Central Bank) on our ECB Exchange Rates  WebTab in Zoho CRM

  • Offers graphic representation of exchange rate evolution even from the last 10 years
  • See the full history of updates done on the exchange rates and also the added percentage plus the user which has done it on Currencies Updates module in Zoho CRM

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