App Spotlight brings you hand-picked solutions that enhance your Zoho apps and tools. Visit Zoho Marketplace to explore all of our apps, integrations, and extensions.
Keep exchange rates in Zoho CRM automatically updated with daily syncs, ensuring accurate deal values, reliable multi-currency reports, and consistent financial data across all customer transactions.
GET THE EXTENSION
Business needs
Businesses operating across regions rely on accurate currency exchange rates to maintain reliable transaction values and financial reports. When exchange rates are outdated or inconsistently updated, deal values, forecasts, and revenue reporting become unreliable.
While Zoho CRM supports multi-currency operations, manually maintaining exchange rates is time consuming and prone to errors. Without automation, organizations risk inconsistencies that impact reporting accuracy, audits, and data-driven decision-making.
Solution
Plug&Play Currency Sync for Zoho CRM automatically retrieves the latest exchange rates between the base currency and all configured foreign currencies on a daily schedule.
New transactions, including deals, quotes, sales orders, invoices, and custom currency fields, use the most recent exchange rates. Existing records remain unchanged unless a currency update is applied, preserving historical accuracy in line with Zoho CRM’s standard behavior.
Updates run overnight so current exchange rates are available at the start of each business day. Administrators can also manually trigger updates up to two additional times per day when needed.
Benefits
Ensure new transactions always use up-to-date exchange rates
Maintain consistent and accurate multi-currency reporting
Preserve historical transaction values for audits and reference
Improve the reliability of revenue forecasts and pipeline analysis
Eliminate manual exchange rate updates with automated daily syncs
Combined with Zoho CRM’s native multi-currency support, Plug&Play Currency Sync delivers a reliable, automated approach to currency management that improves data accuracy and reporting confidence.
Comments