Svennis Enhanced Exchange Rate Management: Wise.com-Zoho CRM Integration
Automated Exchange Rates: Wise.com integration ensures automatic retrieval and updates of exchange rates in your Zoho CRM account.
About our Integration Wise Exchange Rates for Zoho CRM
Wise Exchange Rates for Zoho CRM
Wise Exchange Rates for Zoho CRM
Svennis Enhanced Exchange Rate Management: Wise.com-Zoho CRM Integration
About our Integration Wise Exchange Rates for Zoho CRM
- Automated Daily Updates: Experience hassle-free daily exchange rate updates sourced from Wise.com
- Personalized Rates: Customize via percentage adjustments on Wise Exchange Rates Web Tab
- Quick Manual Updates: Retrieve real-time rates, manually update currencies in Zoho CRM
- Seamless Real-Time Access: Retrieve and manage rates via Wise Exchange Rates Web Tab in Zoho CRM
Expand ZOHO CRM capabilities with Wise.com real time Exchange Rates functionality
Automated Daily Exchange Rate Updates
This extension ensures:
- Automatic Daily Updates: Exchange rates refresh once a day based on real-time rates from Wise.com.
- Scheduled Update: A Zoho CRM Schedule runs at 11:30 PM daily, updating all currency exchange rates.
Experience effortless and timely exchange rate management, keeping your CRM data accurate and up-to-date.
Customize and Track Exchange Rates
With this integration:
- Personalized Adjustments: Modify Wise Exchange Rates by a set percentage using our Wise Exchange WebTab.
- On-Demand Updates: Instantly update currency exchange rates whenever necessary.
- Currencies Updates Module: Utilize the Custom Module for monitoring updates, percentages, user actions, and timestamps.
This solution offers flexibility, transparency, and control over your currency exchange rate adjustments and updates.
Enhanced Currency Management
Our system provides:
- Currency List: Display of all existing Zoho CRM Multi Currency list currencies.
- Compare Rates Button: Direct link to Wise.com for real-time exchange rate comparisons across various financial institutions.
- Exchange Rate and Date: Clear visibility of Wise.com's Exchange Rate and associated date for each currency.
This setup empowers you with real-time information for informed currency management decisions, facilitating comparison and data-driven choices.
Wise.com Advantages
Wise.com offers:
- Cost Savings: Transactions are up to 8 times cheaper than traditional banks. Wise utilizes mid-market rates and charges minimal upfront fees.
- Speedy Transactions: Over 30% of transfers arrive instantly. 53% arrive within an hour, and 81% within a day.
- Currency Flexibility: Access, spend, and send money in 50+ diverse currencies.
With Wise.com, you enjoy affordability, swiftness, and the convenience of managing multiple currencies seamlessly.
Exchange Rate Adjustment in Zoho CRM
When adjusting exchange rates:
- Adjustment Percentage: Modify rates as per your business needs in the "Adjust %" field.
- Final Rate Preview: "Final Exchange Rate" provides a preview post-adjustment.
- Update Exchange Rate: Satisfied with the adjustment? Click "Update" to implement it in Zoho CRM.
This process empowers you to tailor exchange rates, preview changes, and seamlessly update CRM rates according to your requirements.
Daily Exchange Rate Updates
Daily Exchange Rate Updates
Ensuring up-to-date rates from Wise.com:
- Scheduled Daily Update: A schedule runs at 11:30 PM daily, refreshing extension's Exchange Rates with data from Wise.com.
This setup guarantees that your CRM's exchange rates remain current, enhancing accuracy and reliability in your financial operations.
15-day free trial. No credit card required.
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.
15-day free trial. No credit card required.
Zoho One platform contains +45 applications for managing a company including Zoho CRM ULTIMATE. You can test Zoho CRM within the Zoho One platform.
How to install Wise.com Exchange Rates for Zoho CRM
Installing Wise.com Exchange Rate Extension
To proceed with installation:
- Agree to Terms: Confirm acceptance of terms of service.
- Authorize Extension: Grant permission for extension to access and process data.
- Click Continue: Complete installation by clicking the Continue button
Following these steps ensures a smooth setup of the Wise.com Exchange Rate extension in your Zoho CRM.
User Access Configuration
In this step:
- User/Profiles Selection: Determine who can manage/update exchange rates and access the WebTab.
- Custom Access: Tailor access for specific users or user groups based on their profiles.
- Administrator Access: If installed for administrators, they'll have full functionality.
- User-Based Access: Offer access to all users or a select few as per your organization's requirements.
This customization ensures that the right individuals have the necessary access to manage exchange rates effectively within your Zoho CRM environment.
Successful Installation and Authorization
After installation:
- Authorization Required: To access Wise.com Exchange Rate extension features, click on the "Authorize" button.
This step ensures that you enable the necessary permissions for the extension to function seamlessly within your Zoho CRM environment.
Authorizing Connector for Full Functionality
To unlock the extension's complete potential:
- Access Permission Required: Grant access to Wise Exchange Rate extension.
- Data Access Scope: The extension needs to read, create, and update currency settings.
This authorization ensures that the extension can seamlessly interact with your Zoho CRM data, enabling comprehensive functionality for efficient exchange rate management.
Authorization Complete: Ready to Use
With Connector authorization done:
- Wise Exchange Rates Extension: Fully prepared for use.
- Click Finish: Conclude the setup process.
- Exploration: Begin discovering and utilizing Wise Exchange Rates features.
You're all set to explore the capabilities of Wise Exchange Rates and enhance your currency management within Zoho CRM.
Need help?
How to manage Wise.com Exchange Rate for Zoho CRM
Exploring the Wise Exchange Rates WebTab
In the WebTab:
- Currency Column: Displays Zoho CRM Multi Currency list's currency entries.
- Compare Rates: Links to Wise.com for rate comparisons and conversion fees.
- Exchange Rate Wise Column: Shows real-time Wise.com exchange rates with corresponding dates.
- Custom Adjustment: Modify rates by percentage, tailoring them to your requirements.
- Preview Adjusted Rate: View the adjusted rate in the "Final Exchange Rate" for assessment.
- Update Exchange Rate: Apply changes by clicking the "Update" button.
This WebTab empowers you to manage, customize, and update exchange rates effortlessly, enhancing currency management within Zoho CRM.
Illustrating an Adjustment Example
Illustrating an Adjustment Example
Consider adjusting USD currency by 4%:
- Adjustment: Increase USD rate by 4%.
- Preview Value: Preview reflects 0.21014344.
- Current CRM Value: Present CRM rate is 0.206102220.
- Update Action: To apply rate change, press "Update."
This example showcases how to customize rates and effectively manage exchange rates within Zoho CRM using Wise Exchange Rates.
Immediate Rate Change
As observed:
- Adjustment Applied: The exchange rate in CRM changed as per the adjustment.
This demonstrates the instant implementation of rate changes, allowing you to efficiently customize exchange rates based on your business needs using Wise Exchange Rates.
Synchronized Rate Update
Notably:
- CRM Currencies: Exchange rate modification is reflected in Zoho CRM Currencies as well.
This synchronization ensures that your exchange rate adjustments are seamlessly mirrored across Zoho CRM, maintaining accuracy and consistency in your currency management.
Tracking Updates in Currencies Updates Module
In the Currencies Updates module:
- Comprehensive Tracking: All update history is stored in a list.
- Update Details: Displays Old Exchange Rate CRM, Current Wise Exchange Rate, adjustment percentage, new Exchange rate, user name, and update timestamp.
This module offers an organized view of currency rate adjustments, providing valuable insights into rate changes over time and user activity within your currency management process.
Ensuring Daily Exchange Rate Updates
To maintain up-to-date rates from Wise.com:
- Scheduled Daily Update: A schedule runs daily at 11:30 PM, refreshing extension's exchange rates.
This setup guarantees that your CRM's exchange rates remain current and accurate, supporting your financial operations with reliable currency information.
Adjustment Percentage in Daily Updates
Notably:
- Adjustment Percentage Impact: The percentage filled in the Adjust% column affects the daily scheduler's update.
- Customized Daily Updates: Exchange rates are tailored based on the adjustment percentage, keeping them aligned with your requirements.
- Manual Adjustment Flexibility: You retain the ability to modify and update the adjustment percentage manually as needed.
This integration ensures that your exchange rates remain adaptable and accurate, allowing you to control rate adjustments according to your business needs.
How to uninstall Wise.com Exchange Rate for Zoho CRM
Uninstalling the Extension
To uninstall the extension:
- Access Settings: Navigate to the Settings section.
- Click on Marketplace: Open the Marketplace option.
- Select Installed Extensions: Choose "All extensions that are already installed."
- Locate Wise Exchange Rate: Find the Wise Exchange Rate extension.
- Uninstall: Click on the uninstall button associated with the extension.
By following these steps, you can seamlessly remove the Wise Exchange Rate extension from your Zoho CRM.
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Key Features
Automatic and Manual Exchange Rate Updates
Our system offers:
- Automatic Daily Updates: Daily updates for all currencies in Zoho CRM based on Wise.com rates.
- On-Demand Manual Updates: Instant updates for all currencies in Zoho CRM using real-time Wise.com rates.
This integration ensures your exchange rates are accurate and up-to-date, whether automated or updated according to your business needs.
Customize and Retrieve Wise Exchange Rates
With our solution:
- Custom Percentage Adjustment: Modify Wise exchange rates as needed on the Wise Exchange Rates WebTab in Zoho CRM.
- Instant Real-Time Retrieval: Access real-time exchange rates from Wise.com anytime using the Wise Exchange Rates WebTab in Zoho CRM.
This functionality empowers you with control over exchange rates and real-time insights for effective currency management within your Zoho CRM environment.
Comprehensive Currency Management
Our system enables:
- Exchange Rate and Fee Comparison: Easily compare exchange rates and transfer fees on Wise.com for your CRM currencies.
- Complete Update History: Access a detailed history of exchange rate updates, including added percentages and user information, within the Currencies Updates module in Zoho CRM.
This robust solution ensures you have a complete overview of your currency management process, from rate comparisons to historical updates.
