Kaizen #52 - Currencies #API
Hello everyone!
Welcome back to another post in the Kaizen series!
This week, we will discuss Multi-currency in Zoho CRM.
What will you learn from this post?
- Multi-currency in Zoho CRM
- Managing multiple currencies via Zoho CRM API
- Enabling multi-currency for your organization
- Retrieve currency details
- Add new currencies to your organization
- Update currencies
- Multi-currency and Inventory modules in Zoho CRM
1. Multi-currency in Zoho CRM
Multi-currency support in Zoho CRM lets you carry out business transactions with multiple currencies in the global marketplace.
As the Administrator, you can activate this feature by adding the home currency. Once the multi-currency is activated, it cannot be deactivated. To know more about the multi-currency feature, click here.
Pre-requisite
Only the users who have subscribed to the Enterprise or Ultimate editions can access this feature.
Before you start using the multi-currency feature, you must enable it for your organization.
Note:
The oauth scopes required to access currencies API:
ZohoCRM.settings.currencies.{operation_type}
Possible operation types
READ - Get currencies data
UPDATE - Update currencies data
CREATE - Add currencies
2. Managing multiple currencies via Zoho CRM API
2a. Enabling multi-currency for your organization
Request URL: {{api-domain}}/crm/v2/org/currencies/actions/enable
Request Method: POST
Sample Input
{ "base_currency": { "format": { "decimal_separator": "Period", "thousand_separator": "Comma", "decimal_places": "2" }, "prefix_symbol": true, "name": "Indian Rupee - INR", "iso_code": "INR", "symbol": "₹", "exchange_rate": "50", } } |
Input JSON
Key | Description |
prefix_symbol Boolean, Optional | 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, Mandatory | Represents the name of the currency. |
iso_code String, Mandatory | Represents the ISO code of the currency. You can get the available ISO codes from CRM UI. Go to Setup > Company Details > Under Currencies tab > Click Add. You will get the list of currencies available along with their respective ISO codes. |
symbol String, Mandatory | Represents the symbol of the currency. |
exchange_rate String, Mandatory | Represents the rate at which the currency has to be exchanged for home currency. |
is_active Boolean, Optional | Represents the status of the currency. true: The currency is active. This is the default value. false: The currency is inactive. |
The "format" key
The following table represents the keys in "format" JSON object. It is a mandatory key.
Key | Description |
decimal_separator String, Mandatory | 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, Mandatory | 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, Mandatory | Represents the number of decimal places allowed for the currency. It can be 0, 2, or 3. |
Sample Response
Request URL: {{api-domain}}crm/v2/org/currencies
Request URL to get a specific currency: {{api-domain}}crm/v2/org/currencies/{currency_id}
Request Method: GET
Sample Response to get all the Currencies of an Organization:
2c. Add new currencies to your organization
Request URL: {{api-domain}}/crm/v2/org/currencies
Request Method: POST
Sample Input
{ "currencies": [ { "format": { "decimal_separator": "Period", "thousand_separator": "Comma", "decimal_places": "2" }, "prefix_symbol": true, "name": "Saudi Riyal - SAR", "iso_code": "SAR", "symbol": "SR", "exchange_rate": "1.0000000", "is_active": true } ] } |
Sample Response
You can update all the properties of a currency except the name and ISO code. It is mandatory to specify the unique ID of the currency. You can specify it either in the request body or the request URL.
Request URL to update home currency:
{{api-domain}}/crm/v2/org/currencies/actions/enable
Request URL to update currencies other than home currency:
{{api-domain}}/crm/v2/org/currencies
Request URL to update a specific currency:
{{api-domain}}/crm/v2/org/currencies/{currency_ID}
Request Method: PUT
Sample Response to update home currency:
Sample Response to update currencies other than home currency:
Until now, we discussed how to manage currencies for your organization. Next, let us see how to use currencies when you add/update records in inventory modules (Quotes, Sales Orders, Purchase Orders, Invoices, and Vendors) in Zoho CRM.
For other inventory modules like Products and Price Books, the rate will be considered in home currency.
3. Multi-currency and Inventory Modules
You must add the ISO code of the currency in the "Currency" key in request JSON. It applies to adding/updating/upserting records in the inventory modules.
3a. Adding a currency when you create a Quote
Request URL: {{api-domain}}/crm/v2/Quotes
Request Method: POST
Sample Input
{ "data": [ { "Currency": "SAR", "Subject": "Sample Quote2", "Account_Name": { "name": "Zylker", "id": "575465000000657030" }, "Product_Details": [ { "product": 575465000000653001, "quantity": 10 } ] } ] } |
Sample Output
We hope you found this post useful.
Write to us at support@zohocrm.com if you have any questions, or let us know in the comment section.
Cheers!
Previous Kaizen - Handling Users with ZohoCRM API
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