Zoho CRM Currency Sync

Posted on October 20, 2023 by developer


Firstly navigate to Zoho CRM Marketplace and install from there.



Choose Your Base Currency

Within Zoho CRM navigate to Settings > General > Company Details > Currencies.

From here you will need to enable the currencies module if you haven’t already and put in
what your base currency is.

Adding Currencies

To add new currencies to your account, press add currency and then select the currency
and format.

The Exchange rate can be set to any number as the extension will sync
the correct rate once the schedule runs.

*Only enabled currencies will have the exchange rate synced.

Auto Updating

Your ready to go!

The enabled currencies will now automatically update with the latest exchange rate
every 2 hours!