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.

Purpose

To enable multiple currencies for your organization.

Endpoints

POST /org/currencies/actions/enable

Request Details

Request URL

{api-domain}/crm/{version}/org/currencies/actions/enable

Header

Authorization: Zoho-oauthtoken d92d4xxxxxxxxxxxxx15f52

Scope

scope=ZohoCRM.settings.currencies.CREATE

Sample Request

Curl Deluge

Copiedcurl "https://www.zohoapis.com/crm/v7/org/currencies/actions/enable"
-X POST
-d "input.json"
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"

CopiedformatMap = Map();
formatMap.put("decimal_separator", "Period");
formatMap.put("thousand_separator", "Comma");
formatMap.put("decimal_places", "2");

currencyMap = Map();
currencyMap.put("format", formatMap);
currencyMap.put("prefix_symbol", true);
currencyMap.put("name", "Algerian Dinar-ADN");
currencyMap.put("iso_code", "DZD");
currencyMap.put("symbol", "DA");
currencyMap.put("exchange_rate", "1.0000000");

params = Map();
params.put("base_currency", currencyMap);


response = invokeurl
[
	url :"https://www.zohoapis.com/crm/v7/org/currencies/actions/enable"
	type :POST
	parameters: params.toString()
	connection:"crm_oauth_connection"
];
info response;

In the request, "@input.json" contains the sample input data.

Request JSON Keys

prefix_symbolboolean, optional
Represents the position of the ISO code in the currency.
Possible Values:
true: Display ISO code before the currency value.
false: Display ISO code after the currency value.
namestring, mandatory
Represents the name of the currency.
iso_codestring, mandatory
Represents the ISO code of the currency.
symbolstring, optional
Represents the symbol of the currency.
exchange_ratestring, mandatory
Represents the rate at which the currency has to be exchanged for home currency.
is_activeboolean, optional
Represents the status of the currency.
Possible Values:
true: The currency is active.
false: The currency is inactive.
formatboolean, optional
Represents the format of the base currency with details like decimal_separator, thousand_separator, and decimal_places.

Keys to be specified in format JSON Object
- decimal_separatorstring, optional
  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_separatorstring, optional
  The thousand separator separates groups of thousands in a currency. It can be a Period, Comma, or Space, depending on the currency.
- decimal_placesinteger, optional
  Represents the number of decimal places allowed for the currency. It can be 0, 2, or 3.

Sample Input

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

Possible Errors

ALREADY_ENABLEDHTTP 400
The multi-currency is already enabled
Resolution: The multi-currency feature has already been enabled for your organization. You cannot enable it again.
INVALID_URL_PATTERNHTTP 404
Please check if the URL trying to access is a correct one
Resolution: The request URL has syntactical errors.
INVALID_DATAHTTP 400
Currency name is invalid
Resolution: 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.
INVALID_DATAHTTP 400
ISO code is invalid
Resolution: 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.
INVALID_DATAHTTP 400
Currency symbol is invalid
Resolution: You have specified an invalid currency symbol.
FEATURE_NOT_SUPPORTEDHTTP 403
The multi-currency feature is not available except the Enterprise and higher editions
Resolution: The multi-currency feature is only available in Enterprise and Ultimate editions.
MANDATORY_NOT_FOUNDHTTP 400
Required field not found
Resolution: Refer to Request JSON section above and specify all the mandatory keys in the input
INVALID_REQUEST_METHODHTTP 400
The http request method type is not a valid one
Resolution: You have specified an invalid HTTP method to access the API URL. Specify a valid request method. Refer to endpoints section above.
OAUTH_SCOPE_MISMATCHHTTP 401
Unauthorized
Resolution: Client does not have ZohoCRM.settings.currencies.CREATE scope. Create a new client with valid scope. Refer to scope section above.
NO_PERMISSIONHTTP 403
Permission denied to read
Resolution: The user does not have permission to enable multi-currency. Contact your system administrator.
INTERNAL_ERRORHTTP 500
Internal Server Error
Resolution: Unexpected and unhandled exception in Server. Contact support team.
AUTHORIZATION_FAILEDHTTP 400
User does not have sufficient privilege to enable multi-currency.
Resolution: The user does not have the permission to enable multi-currency. Contact your system administrator.

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"
  }
}