Update Home Currency

Purpose

To update the details of the home currency.

Request Details

Request URL

{api-domain}/crm/v2/org/currencies/actions/enable

Header

Authorization: Zoho-oauthtoken 100xx.d92d4xxxxxxxxxxxxx15f52

Scope

scope=ZohoCRM.settings.currencies.{operation_type}

Possible operation types

UPDATE - Update currencies data

Sample Request

Copiedcurl "https://zylkercorp.zohoplatform.com/crm/v2/org/currencies/actions/enable"
-X PUT
-d input.json
-H "Authorization: Zoho-oauthtoken 100xx.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"
1.0.0ES6
Copied//Get instance of CurrenciesOperations Class
let currenciesOperations = new ZCRM.Currency.Operations();
//Get instance of BaseCurrencyWrapper Class that will contain the request body
let request = new ZCRM.Currency.Model.BaseCurrencyWrapper();
//Get instance of Currency Class
let currency = new ZCRM.Currency.Model.Currency();
//To set the position of the ISO code in the base currency.
//true: Display ISO code before the currency value.
//false: Display ISO code after the currency value.
currency.setPrefixSymbol(true);
//To set the name of the base currency.
currency.setName("Algerian Dinar-ADN");
//To set the ISO code of the base currency.
currency.setIsoCode("DZD");
//To set the symbol of the base currency.
currency.setSymbol("Af");
//To set the rate at which the currency has to be exchanged for home base currency.
currency.setExchangeRate("1.0000000");
//To set the status of the base currency.
//true: The currency is active.
//false: The currency is inactive.
currency.setIsActive(true);
let format = new ZCRM.Currency.Model.Format();
//It can be a Period or Comma, depending on the base currency.
format.setDecimalSeparator(new Choice("Period"));
//It can be a Period, Comma, or Space, depending on the base currency.
format.setThousandSeparator(new Choice("Comma"));
//To set the number of decimal places allowed for the base currency. It can be 0, 2, or 3.
format.setDecimalPlaces(new Choice("2"));
//To set the format of the base currency
currency.setFormat(format);
//Set the Currency in BodyWrapper instance
request.setBaseCurrency(currency);
//Call enableMultipleCurrencies method that takes BodyWrapper instance as parameter
let response = await currenciesOperations.enableMultipleCurrencies(request);
Copiedvar listener = 0;
class UpdateHomeCurrency {

	async updateHomeCurrency()	{
		var url = "https://zylkercorp.zohoplatform.com/crm/v2/org/currencies/actions/enable"
        var parameters = new Map()
        var headers = new Map()
        var token = {
            clientId:"1000.NPY9M1V0XXXXXXXXXXXXXXXXXXXF7H",
            redirectUrl:"http://127.0.0.1:5500/redirect.html",
            scope:"ZohoCRM.users.ALL,ZohoCRM.bulk.read,ZohoCRM.modules.ALL,ZohoCRM.settings.ALL,Aaaserver.profile.Read,ZohoCRM.org.ALL,profile.userphoto.READ,ZohoFiles.files.ALL,ZohoCRM.bulk.ALL,ZohoCRM.settings.variable_groups.ALL"
        }
        var accesstoken = await new UpdateHomeCurrency().getToken(token)
        headers.set("Authorization", "Zoho-oauthtoken " + accesstoken)
        var requestMethod = "PUT"
        var reqBody = {
            "base_currency": {
                "symbol": "Af",
                "format": {
                    "decimal_separator": "Period",
                    "thousand_separator": "Comma",
                    "decimal_places": "3"
                },
                "prefix_symbol": true,
                "id": "111113000000038990",
                "exchange_rate": "1.0000000"
            }
        }
        var params = "";
        parameters.forEach(function(value, key) {
            if (parameters.has(key)) {
                if (params) {
                    params = params + key + '=' + value + '&';
                }
                else {
                    params = key + '=' + value + '&';
                }
            }
        });
        var apiHeaders = {};
        if(headers) {
            headers.forEach(function(value, key) {
                apiHeaders[key] = value;
            });
        }
        if (params.length > 0){
            url = url + '?' + params.substring(0, params.length - 1);
        }
        var requestObj = {
            uri : url,
            method : requestMethod,
            headers : apiHeaders,
            body : JSON.stringify(reqBody),
            encoding: "utf8",
            allowGetBody : true,
			throwHttpErrors : false
        };
        var result = await new UpdateHomeCurrency().makeAPICall(requestObj);
        console.log(result.status)
        console.log(result.response)
	}

    async getToken(token) {

        if(listener == 0) {

            window.addEventListener("storage", function(reponse) {
                if(reponse.key === "access_token" && (reponse.oldValue != reponse.newValue || reponse.oldValue == null)){
                    location.reload();
                }
                if(reponse.key === "access_token"){

                    sessionStorage.removeItem("__auth_process");
                }
            }, false);
            listener = 1;
            if(sessionStorage.getItem("__auth_process")) {
                sessionStorage.removeItem("__auth_process");
            }
        }
        ["granted_for_session", "access_token","expires_in","expires_in_sec","location","api_domain","state","__token_init","__auth_process"].forEach(function (k) {
            var isKeyExists = localStorage.hasOwnProperty(k);
            if(isKeyExists) {
                sessionStorage.setItem(k, localStorage[k]);
            }
            localStorage.removeItem(k);
        });
        var valueInStore = sessionStorage.getItem("access_token");
        var tokenInit = sessionStorage.getItem("__token_init");
        if(tokenInit != null && valueInStore != null && Date.now() >= parseInt(tokenInit) + 59 * 60 * 1000){ // check after 59th minute
            valueInStore = null;
            sessionStorage.removeItem("access_token");
        }

        var auth_process = sessionStorage.getItem("__auth_process");
        if ((valueInStore == null && auth_process == null) || (valueInStore == 'undefined' && (auth_process == null || auth_process == "true"))) {
            var accountsUrl = "https://zylkercorp.zohoplatform.com/oauth/v2/auth"
            var clientId;
            var scope;
            var redirectUrl;
            if(token != null) {
                clientId = token.clientId;
                scope = token.scope;
                redirectUrl = token.redirectUrl;
            }

            var fullGrant = sessionStorage.getItem("full_grant");
            var grantedForSession = sessionStorage.getItem("granted_for_session");
            if(sessionStorage.getItem("__token_init") != null && ((fullGrant != null && "true" == full_grant) || (grantedForSession != null && "true" == grantedForSession))) {
                accountsUrl += '/refresh';
            }
            if (clientId && scope) {
                sessionStorage.setItem("__token_init", Date.now());
                sessionStorage.removeItem("access_token");
                sessionStorage.setItem("__auth_process", "true");
                window.open(accountsUrl + "?" + "scope" + "=" + scope + "&"+ "client_id" +"=" + clientId + "&response_type=token&state=zohocrmclient&redirect_uri=" + redirectUrl);
                ["granted_for_session", "access_token","expires_in","expires_in_sec","location","api_domain","state","__token_init","__auth_process"].forEach(function (k) {
                    var isKeyExists = localStorage.hasOwnProperty(k);
                    if(isKeyExists){
                        sessionStorage.setItem(k, localStorage[k]);
                    }
                    localStorage.removeItem(k);
                });
                valueInStore = sessionStorage.getItem("access_token");
            }
        }
        if(token != null && valueInStore != 'undefined'){
            token.accessToken = valueInStore;
        }
        return token.accessToken;
    }

    async makeAPICall(requestDetails) {
        return new Promise(function (resolve, reject) {
            var body, xhr, i;
            body = requestDetails.body || null;
            xhr = new XMLHttpRequest();
            xhr.withCredentials = true;
            xhr.open(requestDetails.method, requestDetails.uri, true);
            for (i in requestDetails.headers) {
                xhr.setRequestHeader(i, requestDetails.headers[i]);
            }
            xhr.send(body);
            xhr.onreadystatechange = function() {
                if(xhr.readyState == 4) {
                    resolve(xhr);
                }
            }
        })
    }
}

In the request, "@input.json" contains the sample input data.

Note
  • The name and ISO code of the currencies are defined and cannot be updated.

Request JSON

  • idstring, mandatory

    Specify the unique ID of the currency. Refer to Get Currencies API for more details.

  • prefix_symbolboolean, optional

    Represents the position of the ISO code in the currency.
    Possible values:
    true: Display ISO code before the currency value.
    false: Display ISO code after the currency value.

  • namestring, optional

    Represents the name of the currency.

  • iso_codestring, optional

    Represents the ISO code of the currency.

  • symbolstring, optional

    Represents the symbol of the currency.

  • exchange_ratestring, optional

    Represents the rate at which the currency has to be exchanged for home currency.

  • is_activeboolean, optional

    Represents the status of the currency.
    Possible values:
    true: The currency is active.
    false: The currency is inactive.

  • formatJSON object, optional

    Represents the format of the base currency with details like decimal_separator, thousand_separator, and decimal_places.

Keys to be specified in format JSON Object

  • decimal_separatorstring, optional

    The decimal separator separates the integer part of the currency from its fractional part. It can be a Period or Comma, depending on the currency.

  • thousand_separatorstring, optional

    The thousand separator separates groups of thousands in a currency. It can be a Period, Comma, or Space, depending on the currency.

  • decimal_placesstring, mandatory

    Represents the number of decimal places allowed for the currency. It can be 0, 2, or 3.

Sample Input

Copied{
    "base_currency": {
        "symbol": "DA",
        "prefix_symbol": true,
        "format": {
            "decimal_separator": "Period",
            "thousand_separator": "Comma",
            "decimal_places": "3"
        },
        "id": "4150868000000780002",
        "exchange_rate": "1.0000000"
    }
}

Possible Errors

  • INVALID_URL_PATTERNHTTP 404

    Please check if the URL trying to access is a correct one
    Resolution: The request URL has syntactical errors.

  • INVALID_DATAHTTP 400

    ID is invalid
    Resolution: You have specified an invalid currency ID.

  • INVALID_DATAHTTP 400

    Currency symbol is invalid.
    Resolution: You have specified an invalid currency symbol.

  • FEATURE_NOT_ENABLEDHTTP 403

    The multi-currency feature is not enabled.
    Resolution: You can update currencies only after enabling the multi-currency feature. Refer to Enable Multi-Currency.

  • NOT_ALLOWEDHTTP 400

    Thousand separator and decimal separator should not be equal
    Resolution: Specify different separators for thousands and decimals.

  • NOT_ALLOWEDHTTP 400

    Base currency ID is not allowed here
    Resolution: You cannot update the base currency values.

  • MANDATORY_NOT_FOUNDHTTP 400

    Required field not found.
    Resolution: Specify the unique ID of the currency in the input. Refer to Get Currencies API to get the unique ID of a currency.

  • OAUTH_SCOPE_MISMATCHHTTP 401

    Unauthorized
    Resolution: Client does not have ZohoCRM.settings.currencies.UPDATE scope. Create a new client with valid scope. Refer to scope section above.

  • NO_PERMISSIONHTTP 403

    Permission denied to update
    Resolution: The user does not have permission to update currencies. Contact your system administrator.

  • INTERNAL_ERRORHTTP 500

    Internal Server Error
    Resolution: Unexpected and unhandled exception in Server. Contact support team.

  • INVALID_REQUEST_METHODHTTP 400

    The http request method type is not a valid one
    Resolution: You have specified an invalid HTTP method to access the API URL. Specify a valid request method. Refer to endpoints section above.

  • AUTHORIZATION_FAILEDHTTP 400

    User does not have sufficient privilege to update currencies.
    Resolution: The user does not have the permission to update currencies. Contact your system administrator.

Sample Response

Copied{
    "base_currency": {
        "code": "SUCCESS",
        "details": {
            "id": "4150868000000780002"
        },
        "message": "The currency updated successfully.",
        "status": "success"
    }
}