I have records arriving in my knack database in different currencies and so am looking for a way that I can transform them into the target currency of customers in my system.
I thought to set a Currency field on the Customer records to be used for future validation of a process for whether other field values need to be calculated. I’m pretty sure that part of the equation won’t be too difficult.
My question is whether there are any recommendations for ways I can dump global currencies. I am looking for one that dumps them using the ISO-4217 code, am wondering whether people know a source for either Zapier or Make.
Also if anyone that has done this has any tips for things that I might need to look out for, greatly appreciated.
Hi GSH,
I do something similar for a client where I pull in the rates from around 200 currencies each day from XE.com using Make and then upload them to Knack and a G Sheet. In your case you could then have the customer connected to the relevant currency and convert using equations from there.
Happy to talk you through it it you like.
Hugo
Thanks Hugo for this, I’ll take a look at the API documentation. The one I posted had I think a total of 32 currencies so maybe XE has a larger list. They give you 5K API requests free so might be helpful for you. Looks
post edit, just saw that the one I mentioned supports also 170+ currencies for half that of XE if you use their premium service. Hope this helps others here.