Multiple Currencies in Organization

The multi-currency support in Zoho CRM helps you to handle business and transactions in the global market effortlessly. With the multi-currency feature you can:

Estimate the value of a deal in your home currency as well as in your customer's local currency
Generate and view any report (with figures in other currencies) in your home currency
Import reports with figures in multiple currencies

Using Multiple Currencies

The Administrator of your organization's CRM account must add the home currency and other currencies before other profile users start using them.
The system stores the currency specified in input JSON as your home currency. Although you can edit the properties of your home currency, you cannot change it. To know how to update currencies refer to Update Currencies.

Note:

Only the users who have subscribed to the Enterprise and Ultimate editions can access this feature.

Purpose

To enable multiple currencies for your organization.

Request URL

https://www.zohoapis.com/crm/v2/org/currencies/action/enable

Request Method

POST

Scope

scope=ZohoCRM.settings.currencies.{operation_type}

Possible operation types
READ - Get currencies data UPDATE - Update currencies data CREATE - Create currencies

Request JSON

Attribute	Data Type	Mandatory	Description
decimal_separator	String	Yes	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_separator	String	Yes	The thousand separator separates groups of thousands in a currency. It can be a Period, Comma, or Space, depending on the currency.
decimal_places	Integer	Yes	Represents the number of decimal places allowed for the currency. It can be 0, 2, or 3.
prefix_symbol	Boolean	No	Represents the position of the ISO code in the currency. true: Display ISO code before the currency value. false: Display ISO code after the currency value.
name	String	Yes	Represents the name of the currency.
iso_code	String	Yes	Represents the ISO code of the currency.
symbol	String	Yes	Represents the symbol of the currency.
exchange_rate	String	Yes	Represents the rate at which the currency has to be exchanged for home currency.
is_active	Boolean	No	Represents the status of the currency. true: The currency is active. false: The currency is inactive.

Possible Errors

HTTP Status	Error Code	Message	Reason
400	ALREADY_ENABLED	The multi-currency is already enabled	The multi-currency feature has already been enabled for your organization. You cannot enable it again.
404	INVALID_URL_PATTERN	Please check if the URL trying to access is a correct one.	The request URL has syntactical errors.
400	INVALID_DATA	Currency name is invalid.	You have specified an invalid currency name. Go to setup> Company Details> Under Currencies tab> Click Add> The Currency picklist will have valid currency names and ISO codes.
400	INVALID_DATA	ISO code is invalid.	You have specified an invalid ISO Code. Go to setup> Company Details> Under Currencies tab> Click Add> The Currency picklist will have valid currency names and ISO codes.
400	INVALID_DATA	Currency symbol is invalid.	You have specified an invalid currency symbol.
403	FEATURE_NOT_SUPPORTED	The multi-currency feature is not available except the Enterprise and higher editions.	The multi-currency feature is only available in Enterprise and Ultimate editions.

Sample Request

Copiedcurl "https://www.zohoapis.com/crm/v2/org/currencies/action/enable"
-X POST
-d "input.json"
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"

Sample Input

Copied{
  "base_currency": {
    "format": {
      "decimal_separator": "Period",
      "thousand_separator": "Comma",
      "decimal_places": "2"
    },
    "prefix_symbol": true,
    "name": "Algerian Dinar-ADN",
    "iso_code": "DZD",
    "symbol": "Af",
    "exchange_rate": "1.0000000"
  }
}

Sample Response

Copied{
  "base_currency": {
    "code": "SUCCESS",
    "details" {
      "id": "111113000000038990"
    },
    "message": "The multi-currency feature is enabled and given currency is created as the base currency.",
    "status": "success"
  }
}