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Test it for free!

100% AUTOMATED


CURRENCY UPDATER FOR SALESFORCE

+13 years of experience updating Currency Exchange Rates in Salesforce.
Customize the frequency, source, time, and more with a "Set and forget" solution
that ensures reliable and accurate exchange rates throughout yor ORG.

Install 30 day Trial! Learn More


TRUSTED BY POPULAR BRANDS





200+



This is the number of our customers who actively use our services. You can view
their reviews here. Or you can leave your own.





BEST ACCOUNTING INTEGRATION MANAGEMENT


INTEGRATE AXY7 CURRENCY UPDATER WITH FINANCIALFORCE, CPQ AND VLOCITY ACCOUNTING
OBJECTS.





THE #1 SOLUTION FOR MULTICURRENCIES IN SALESFORCE



Streamline exchange rate updates in Salesforce effortlessly with our powerful
solution. Customize update frequency, select data sources, and more to suit your
preferences.


Start Now


BASIC & DATED EXCHANGE RATES



Axy7 Currency Updater supports both basic and dated exchange rate changes. This
versatility ensures that your organization can manage a wide range of financial
scenarios with ease.

 * Advance Dated Rates on Custom Objects
 * Easy Installation: Install & Go!
 * Flexible Scheduling




SOFTWARE THAT WILL CHANGE YOUR LIFE


FLEXIBLE SCHEDULING

Customize the update schedule to align with your organization’s needs. Axy7
Currency Updater adapts to your workflow, whether daily, weekly, or custom
intervals.
Learn More


LOGS SYSTEM

Stay informed with our detailed logs, providing you transparency for tracking
changes and safeguarding the accuracy of your currency data at all times.
Learn More


STARTING DATES

Control currency updates by configuring the start date to your preferences.
Manage your currencies conveniently, ensuring a seamless experience without
waiting.
Learn More


ADVANCED DATED RATES ON CUSTOM OBJECTS



Extend the power of dated exchange rates to Custom Objects, allowing you to
maintain accurate financial records across your entire Salesforce ecosystem
effortlessly and efficiently.


Get Started Now


FREQUENTLY ASKED QUESTIONS



Our team consists of senior profile people with decades of experience in
Salesforce apps and in financial services.


HOW TO INSTALL:

1. Go to our Appexchange listing, click on the “Get it now” button.
2. Enter your username and password for the Salesforce organization package, and
login.
3. Click on Install for Admin only (the update will run with the admin user who
setup the app).
4. Follow the next configuration steps.


WHY DO I HAVE TO AUTHORIZE CURRENCY UPDATER?

Currency Updater needs to update your currency exchange rates. To update them,
an administrator user is required. We don’t store your credentials in any place.


HOW DO I CHANGE RUNNING USER?

1. Log in to Salesforce with new user credentials.
2. Go to the CU Setup tab.
3. Click on the “Authorize” button and enter user credentials, if asked.
4. Go to the “Schedule” tab and click on the “Schedule” button.


CONFIGURE DATED EXCHANGE RATES ON CUSTOM OBJECTS

1. Go to the Currency Updater Setup tab.
2. Go to the Custom Dated Exchange Rates section and select the Object Name.
3. Select the Exchange Rate field where you want to save the exchange rate
value.
4. Select the Date Field and Save.


SALESFORCE SHOWS AN AUTHENTICATION ERROR, WHAT IS HAPPENING?

You need to set up your Salesforce. Log in on the “Start Currency Updater” tab
by clicking on the “Authorize” button. If the problem persists, please try to
uninstall and reinstall the app.


CHANGE CREDIT CARD INFORMATION

1. Go to the AppExchange.
2. Click on Log In (top right-hand corner) and introduce your credentials, if
needed.
3. Click on the picture (top right-hand corner) and click on “My Installs &
Subscriptions”.
4. Locate “Axy7 Automated Currency Updater PRO” and on the right side, click on
the arrow and “Manage Subscription”.

 

5. Clic on the “Edit” button (tab at the bottom)

 

6. Click on Edit Payment.
7. Introduce the new credit card details and click on Review Changes and Save.


AND IF I HAVE ANY PROBLEM, HOW DOES CURRENCY UPDATER PRO NOTICES ME?

After hearing your comments about this matter, a Status Log in the app has been
added. Anyway, if you have any questions about the app, we encourage you to
write to our developer team, who is awesome and will be pleased to help you:
support@axy7.com


MANAGE CURRENCY UPDATER ACCOUNT AND SUBSCRIPTION

You can manage your Currency Updater account by going to the “My Account Page”
on the AppExchange page. Here you will see all your account and subscription
information.


WHAT OUR CUSTOMERS ARE SAYING ABOUT US? SEE

We have powerful experience. Testimonials from some of our beloved users

"This is a great tool if you need to update your currencies frequently, like we
do. We use Accounting Seed for order management and accounting need to have
daily updates of the 12 currencies that we use. Installation is super easy and
in 2 months it did not miss an update. So great work!"


ELIAS COSTOPOULOS





"A very useful application: An application easy enough to use and implement,
saving us a lot of time when handling the different currencies we use because we
work with companies around the world."


 IVAN MINAYA






READY TO GET STARTED?

We can help you reach your goals through periodical emails with interesting
information about Salesforce tools. 


Deja vacío este campo si eres humano:


Currency Updater for Salesforce™ allows you to update the exchange rates for
your organization’s currencies automatically, on a periodic basis. 





RESOURCES

 * Frequently Asked Questions
 * Contact




Copyright Axy7 S.L. - 2010

 * Frequently Asked Questions
 * Contact