Automatically update currency rates

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • Dmitry
    Member
    • Jul 2017
    • 85

    Automatically update currency rates

    Is there a way to connect CRM to some online source of currency rates to keep them up-to-date?
  • Maximus
    Senior Member
    • Nov 2018
    • 2731

    #2
    Not implemented.

    Comment

    • Dmitry
      Member
      • Jul 2017
      • 85

      #3
      Is it possible to change currency rates via API?

      Comment

      • Maximus
        Senior Member
        • Nov 2018
        • 2731

        #4
        Go to Administartion/Currency, add new currency into the Currency List and set your Rate Values.

        Comment

        • Dmitry
          Member
          • Jul 2017
          • 85

          #5
          My question was VIA API, not VIA GUI

          Comment

          • yuri
            Member
            • Mar 2014
            • 8440

            #6
            Every action done via UI can be done via API. Since it's administration, admin user rights will be needed.

            I'd recommend creating a custom scheduled job that will be polling some currency rates service once a day.

            Such services have max request number limits or are not free. Moreover they often disappear. That's why I didn't wan't to implement it for EspoCRM as an out-of-the-box feature.
            If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

            Comment

            Working...