Enhancements for Currencies in Zoho CRM: Automatic exchange rate updates, options to update record exchange rates, and more

Enhancements for Currencies in Zoho CRM: Automatic exchange rate updates, options to update record exchange rates, and more

The multi-currency feature helps you track currencies region-wise. This can apply to Sales, CTC, or any other currency-related data. You can record amounts in a customer’s local currency, while the CRM automatically converts them to your home currency for analytics, reports, and other standard features.

Until now, exchange rates were entered manually. Admins updated them on a schedule, and each record retained the rate from the day it was created. As markets moved, those record-level rates stayed the same while the actual exchange rate changed. Over time, this caused report and analytics data to drift from reality.

With the latest enhancements, you can choose to update exchange rates for currencies automatically, and much more. Let's take a look at them one by one.

What this update offers

1. Automatic exchange rate update for currencies
Choose Automatic or Manual exchange rate update type for each currency.

  • Automatic: The latest option where CRM will automatically update the exchange rate using the data from Open Exchange Rates.
  • Manual: The traditional way of updating the exchange rates manually.

With Automatic, you can set the frequency for updation in Exchange Rate Preferences: 

  • Live Update: The exchange rates are updated once every 30 minutes
  • Daily Update: The exchange rates are updated once a day at the chosen time based on your org’s timezone. 


2. Manual refresh for exchange rate in records (by permission)
If you prefer hands-on control, allow users to refresh the exchange rate of records, and grant profile access for the Refresh Exchange Rate permission. Those users can see a Refresh icon next to the exchange-rate field; clicking it pulls the latest rate from the Currencies tab. 



3. Automatic exchange rate update for records
You can now opt for automatic exchange rate updates for records, by choosing the modules and the preference based on which the exchange rate would be updated—for example, when a record is edited, when any picklist changes, or when a picklist changes to specific values. 

Let’s say your sales team closes a deal in Australia, and the deal amount is captured in AUD. Instead of relying on the exchange rate that was applied when the deal was first created, you can set the Deals module to automatically update the exchange rate when the Stage moves to Closed Won. This ensures the final deal value reflects the most recent exchange rate at the moment the deal is closed without anyone having to refresh it manually.


If needed, you can also choose broader triggers such as updating the exchange rate whenever the deal's moved to a different stage.

This ensures accurate insights for home currency in reports, analytics, forecasts, etc.

4. Exchange rate trends
Every currency gets an exchange rate history graph. This shows the exchange rate changes over time against the home currency, making it easy to understand the past rate and trends. 

You can filter with the pre-defined date based filters, or choose a custom range. We also surface Highest, Lowest, and Average for the period.


5. Currency symbol placement
Set the symbol before or after the value per currency. Your choice appears consistently across your CRM. 

Notes

Points to be noted

  • Live Update runs roughly every 30 minutes.
  • These enhancements are available in the Standard, Professional, Enterprise, and Ultimate editions.
  • The maximum time span you can observe in Exchange Rate Trends is two years.

That's all for the enhancement. Let us know your feedback in the comments below.


Thanks,

Nizamuddin

Alert

P.S. These enhancements are now available for all users across all DC.



      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • SAP Business One(B1) integration is now live in Zoho Flow

                                    We’re excited to share that SAP Business One (B1) is now available in Zoho Flow! This means you can now build workflows that connect SAP B1 with other apps and automate routine processes without relying on custom code. Note: SAP Business One integration
                                  • sync two zoho crm

                                    Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.
                                  • Showing the map along with mileage expense

                                    When you use the GPS to track mileage, it shows you the map of the actual path travelled. It would be very useful and practical to save that map with the mileage expense, so that when the report is created, it provides a map of each mileage expense associated
                                  • Import MSG to Yandex Mail Account | Fast & Reliable Solution

                                    If you are facing problem to import MSG files to Yandex Mail account can be challenging if done manually, especially when handling multiple files. A reliable solution is using the MacGater Mac MSG Converter, which simplifies the entire process with accuracy
                                  • Copy all reports in a folder

                                    I currently have a database that I need to create multiple charts filtered by market. All of the charts are identical, I just change to of the filters and then I have the next market's set of charts. The only way I've been able to copy charts (reports)
                                  • OpenURL working Intermittently

                                    Never had this issue before, everything was working fine up to a few days ago. We have a buttons on reports to open forms with pre-filled fields. Now, there are instances where it will throw and error and gives no feedback. What is really strange is not
                                  • Trigger workflows from SLA escalations in Zoho Desk?

                                    Hey everyone, I’m currently working with SLA escalation rules in Zoho Desk and ran into a limitation that I’m hoping someone here has solved more elegantly. As far as I can tell, SLA escalations only support fairly limited actions (like changing the ticket
                                  • Zoho Recruit mailserver get blocked by Microsoft!

                                    Hi, We have experienced this issue twice now, where Zoho Recruit outbound IP addresses are being blocked by Microsoft. We are confident that Microsoft is the blocking party, as all outbound emails to candidates with @hotmail.com, @live.com, and @outlook.com
                                  • Calculate Hours Minutes Sec in Zoho Creator Using Deluge

                                    check_In = "8-Aug-2023 10:00:00".toDateTime().toLong(); checkout = "8-Aug-2023 18:00:00".toDateTime().toLong(); //difference = start.timeBetween(end); check_In = "8-Aug-2023 17:56:50".toDateTime().toLong(); checkout = "8-Aug-2023 18:00:00".toDateTime().toLong();
                                  • Build Smarter Apps with AI in Zoho Creator

                                    Build Smarter Apps with AI in Zoho Creator This is truly the era of AI, and businesses that adapt now will lead tomorrow. Zoho is already moving ahead in this direction, continuously evolving its platform with powerful AI capabilities. With Zoho Creator,
                                  • Zia Dashboard Insights : turn your dashboard into decisions

                                    When you look at a chart or KPI in a dashboard, you would possibly see something like: Revenue: $2.4M ↓ 18% vs last month. It can be a positive growth or a negative one, or a dip in revenue, a spike in deals, a slowdown in renewals—all you usually see
                                  • Tickets without registration

                                    Hi, would it be possible to give customers the opportunity to be able to read their tickets without registration?
                                  • Zoho Desk Answer Bot vs. Zia Agents – Knowledge Base & Ticket Access

                                    Hi everyone, I’m currently evaluating AI options in Zoho Desk and ran into some limitations with the Answer Bot: Answer Bot limitations Only uses Knowledge Base articles No access to tickets Limited control over sources: Either one Help Center or all
                                  • Como estruturar automações eficientes no Zoho Creator

                                    Como estruturar automações eficientes no Zoho Creator Introdução No contexto de aplicações empresariais, automação não é apenas uma conveniência, é um fator crítico para ganho de produtividade, redução de erros e escalabilidade operacional. O Zoho Creator
                                  • Changing the status of a work-order

                                    Is there a way to change the status of a work-order?
                                  • Online Payment Fees

                                    We don't take many online credit card payments so the merchant service provider (PayPal) charges us the 2.9% fee for processing the amount. I would like the ability for the fee to be automatically added to the total amount for "ease of payment". We'd
                                  • What is a realistic turnaround time for account review for ZeptoMail?

                                    On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still
                                  • Zia Agents in Zoho CRM: a better way to set up digital employees

                                    Hello everyone, If you've been using Zia Agents in Zoho CRM, so far using Connections was the only deployment method you're familiar with. You create an agent in Zia Agents (define its objective, write instructions, use tools, add knowledge base) and
                                  • Bank Feeds

                                    Since Friday my bank feeds wont work. I have refreshed feeds, deactivate and reactivate and nothing is working
                                  • Logged out

                                    Hi, just been working on a sheet when a pop up box appeared telling me I'm going to be logged out in x number of seconds and if I reload I may lose any edits, or words to that effect. It did indeed log me out and I did indeed lose my last edits. Any idea
                                  • Zoho API

                                    I have little experience with API. I'm trying to get a Custom API working with Zoho creator. I have created a Custom API and created an Endpoint URL, but i get a 9400 error code "The provided HTTP method is not valid for this custom API". Based off the
                                  • #157127950

                                    Where did my initial question go?
                                  • Zoho writer unable to merge documents to PDF with basic fonts in Hebrew or fonts from my computer

                                    I created several forms that will be merged into PDF files through Zoho Writer and I am unable to receive the PDF in the basic fonts of the Hebrew language or in the fonts I have on my computer. The writer exports to PDF an exchange font that looks very
                                  • How I Implemented Subscription-Based Access Control and Expiry Handling in Zoho Creator

                                    I recently worked on a use case where users come into the application to request a service, but they should only be able to continue the process after completing a subscription. The challenge was not just controlling access, but also making sure that
                                  • Zoho Forms API

                                    Is there any way to get all form entry list using API? Looking forward to hear from you
                                  • Zoho Projects : Task should auto-update to 'In Progress' if timer started

                                    Namaskaram. Right now, if a Task's timer is started, the Task stays in 'Not Started' status. One has to manually update it to 'In Progress'. From a #uxdesign standpoint, it is an unnecessarily two step process to start working on a task. It would be better that, if I start the timer on a task, it should automatically change to 'In Progress' status. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 7+ Yrs | 200+ Projects | 100+ Customers
                                  • Laatste facturen en betalingen niet zichtbaar in mijn account

                                    Wij gebruiken ZOHO invoice al jaren, maar sinds afgelopen week is mijn laatst verzonden factuur niet zichtbaar in mijn account, en tevens de laatst betaalde facturen zie ik niet. Hoe kan dit? Ik heb de pagina al diverse keren gerefreshed.
                                  • Undelivered Mail uncategorized-bounce errors when sending invoices

                                    Recently we have been getting Undelivered Mail bounce notification when sending invoices. Reason: uncategorized-bounce Some go through no problem some bounce back. We recently sent 10 invoices, 6 received bounce notifications. After reaching out to the
                                  • Option to Delete Chats in IM

                                    Currently, there is no option to delete any chats in IM, regardless of their source.
                                  • Can I import MSG files into Microsoft 365 without Outlook?

                                    Yes, absolutely. You do not need Outlook installed to import MSG files into Microsoft 365. Aryson MSG file Converter is a dedicated tool that eliminates the Outlook dependency entirely, making the migration process simple and efficient for all users.
                                  • Feature Request - A Way To Search Item Groups

                                    Hi Inventory Team, I can't find any way to filter or search by fields of Item Groups. It would be great to see that functionality added. I have a use case where a single product might come from 5 or more suppliers and each supplier's item is an Item in
                                  • Zoho Books/Inventory - Update Marketplace Sales Order via API

                                    Hi everyone, Does anyone know if there is a way to update Sales Orders created from a marketplace intigration (Shopify in this case) via API? I'm trying to cover a scenario where an order is changed on the Shopify end and the changes must be reflected
                                  • Ticket id issues

                                    When I reply a ticket from desktop, it doesn't have ticket id in the subject and it's great. When I reply a ticket from Zoho desk mobile, Zoho adds ticket id in the subject and I don't want that. Please help in this matter.
                                  • Advanced email configuration - agent's name vs. department name

                                    We currently have all four Advanced Configuration options turned ON at the Global-level (Channels > Email > Advanced Configuration) - including the "Show Agent name in Ticket replies and outgoing emails" option. We also had that same option turned ON
                                  • Add Bounced as an Email Action / Notification for Bounced Emails

                                    This is one of the hard requirements for the clients we're servicing. They want to get an internal email notification whenever the email they sent to their contacts have bounced, so that they can look into it and update the email address. Currently, the
                                  • Files Uploaded to Zoho WorkDrive Not Being Indexed by Search Engines

                                    Hello, I have noticed that the files I upload to Zoho WorkDrive are not being indexed by search engines, including Google. I’d like to understand why this might be happening and what steps I can take to resolve it. Here are the details of my issue: File
                                  • not able to convert pdf to jpg and other forms and vice versa.

                                    i want to change my pdf to jpg, word, etc and some times jpg to pdf. i don't know how to do in this.
                                  • What’s New in Zoho Analytics - March 2026

                                    Hello Users! In this month's update, we bring improvements across integrations, security, reporting, and analytics capabilities to help you work with your data more efficiently and with greater control. Explore what’s new and see how these enhancements
                                  • Zoho People > Performance Management > Appraisal cycle

                                    Hello All I am using this 2 users to test out how it work on Performance Management User 1 - Reportee User 2 - Reporting Manager : Li Ting Haley User 1 : Self Appraisal Error How do i fix this error?
                                  • SalesIQ Tip for Admins: Guide Operators in Real-time Without Interrupting the Chat

                                    Consider this. You're a supervisor and you're looking through the active conversations. An associate is mid-chat with a high-value prospect. The prospect asks something unexpected, maybe about a tailor-made subscription plan or a bulk discount that’s
                                  • Next Page