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"
}
}