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
- 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.
- 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.
- 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.
- 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.
Exchange Rate Adjustment in Zoho CRM
- 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.
Daily Exchange Rate Updates
- Scheduled Daily Update: A schedule runs at 11:30 PM daily, refreshing extension's Exchange Rates with data from Wise.com.
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
- 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
- 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.
- 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.
- Access Permission Required: Grant access to Wise Exchange Rate extension.
- Data Access Scope: The extension needs to read, create, and update currency settings.
- Wise Exchange Rates Extension: Fully prepared for use.
- Click Finish: Conclude the setup process.
- Exploration: Begin discovering and utilizing Wise Exchange Rates features.
How to manage Wise.com Exchange Rate for Zoho CRM
- 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.
Illustrating an Adjustment Example
- 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."
- Adjustment Applied: The exchange rate in CRM changed as per the adjustment.
- CRM Currencies: Exchange rate modification is reflected in Zoho CRM Currencies as well.
- 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.
- Scheduled Daily Update: A schedule runs daily at 11:30 PM, refreshing extension's exchange rates.
- 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.
How to uninstall Wise.com Exchange Rate for Zoho CRM
- 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.
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.
- 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.
- 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.