Prerequisites:

• Zoho CRM
  For USA Domain
  For EU Domain
• API Layer Account.

Step One

Go to the marketplace and install the “Currency Updater For Zoho CRM”. You will see a page like this: Just agree to the terms of service and authorize the extension to process the required data.

Step Two

After clicking on install Now button you will see a page for extension billing. Select your billing as mentioned below:

Step Three

After the payment CRM will redirect you to the extension page where you need to provide the API Layer key to authorize the extension.

Step Four
Now you need to create an account in API Layer. Go to API Layer Dashboard and search for “Fixer API” and subscribe to it.

Step Five
After subscribing to the “Fixer API” get your API Layer Key from your API Layer account.

Step Six
Now put the API Layer Key in CRM Extension and authorize it.

Step Seven

Follow CRM authorization instructions.

Step Eight
After authorization it will automatically redirect to the extension page. Click on the “Settings” button and use the extension.

Step Nine
To calculate currency go to the Currency menu from extension. Provide amount, To Currency and Date then click on Calculate Currency button. Then it will provide a calculated currency conversion amount.

Step Ten
Through the Update CRM Currency menu you can update your CRM currency based on the latest currency rate and also you can see the CRM currency rate detail as displayed below.

Help Video