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
Our integration between European Central Bank and Zoho CRM will bring and update automatically your exchange rates on you Zoho CRM account
Expand ZOHO CRM capabilities with ECB Exchange Rates functionality
Expand ZOHO CRM capabilities with ECB Exchange Rates functionality
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.
Get the exchange rates from Europe Central Bank directly in Zoho CRM
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
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
For testing purposes, if you don't have a Zoho CRM account yet, we recommend you to create one by applying here and benefit from a 15-day trial period during which you can test the functionality of the plugin.
*No card required and nothing to install
Zoho One platform contains +45 applications for managing a company including Zoho CRM ULTIMATE. You can test Zoho CRM within the Zoho One platform.
*No card required and nothing to install
How to install ECB Exchange Rates for Zoho CRM
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.
Need help?
How to manage ECB Exchange Rate for Zoho CRM
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 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
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
