How to Auto Update Multi-Currency Exchange Rates in Zoho CRM

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  • Опубліковано 16 січ 2025

КОМЕНТАРІ • 12

  • @gerardosarracino1476
    @gerardosarracino1476 Рік тому

    thank you. works great!

  • @valeria_g8623
    @valeria_g8623 Рік тому

    Hi Hugh, thanks for your video, it really helped a lot! Though I managed to follow every step till the very end of the process, somehow it didn't work out, though 0:) As I go to the Schedules section and clic on Run now (6:05), instead of "Manual execution completed successfully" I get "Manual execution failed". I tried a few times but still it didn't work. In the Failures list I get "Not available" as Response code and Response message when I try the manual execution, and "101" and "Value is empty and "toList" function cannot be applied" when the function is automatically executed at 1 am. Do you have any idea of what could possibly be wrong? Thanks for your help, Valeria (please note that I used the Sandbox environment).

    • @squarelabs
      @squarelabs  Рік тому +1

      Hi Valeria. glad you liked the video, and from how it sounds you are almost there. To me from what you described is that the API Call to get the currency values is not receiving the data correctly. As you are in the sandbox environment you might need to update the API urls to the sandbox ones. You can try changing them to "sandbox.zohoapis.com/crm/v4/org/currencies".
      If this doesn't work ensure that you have the right domain in the API Call. e.g. this url is for the US Data Centre (.com). If you are in a different data centre such as EU data centre you will need to use the (.eu) domain. So your URL would be "sandbox.zohoapis.eu/crm/v4/org/currencies".
      Just remember when you deploy from sandbox to production you will need to go into these functions in production environment and remove the "sandbox." subdomain from the URLs. This is not done automatically during deployment.
      Let me know how you go. If you do need some more help feel free to send me an email.

    • @valeria_g8623
      @valeria_g8623 Рік тому

      Hi Hugh, thank you so much for your help. I replaced the API urls and it did work! 🙏 @@squarelabs

    • @squarelabs
      @squarelabs  Рік тому

      I’m glad I could help!

  • @CharliePowell-g2k
    @CharliePowell-g2k 11 місяців тому

    Superstar - worked a treat

    • @squarelabs
      @squarelabs  11 місяців тому +1

      Thanks Charlie! I'm glad I could help you out.

  • @sunnyy63
    @sunnyy63 Рік тому

    Tq so much

  • @Taramadadi-x4r
    @Taramadadi-x4r 2 місяці тому

    Hi Hugh, thanks for your video
    I had an error that
    Failed to execute function Value is empty and 'toList' function cannot be applied Line Number:14.
    I removed ".toList()" then Function executed successfully. I should customize the code?
    pls Guide me

    • @squarelabs
      @squarelabs  2 місяці тому

      Hi, you don't need to modify the code, its because you are getting a null value on the 'getCurrencies' invokeUrl step. Two potential causes for this:
      1. Your api domain is not correct e.g. if you are in the US DC you need zohoapis.com, AU zohoapis.com.au, etc. check your URL while logged into CRM and update both invokeUrl urls used in the function.
      2. You have not set your home currency and added any other currencies to, you need to go to Settings > General Settings > Currencies.
      Hope that helps.

  • @GiladBussi
    @GiladBussi 10 місяців тому

    That is awesome