Currency code is not shown in the Zoho Books - Zoho CRM integration mapping page. How do I map the currency fields in both the applications?
If you are unable to map the currency code from integration page, you’ll have to first verify if:
- The Multi-Currency option is enabled in Zoho CRM, and
- The Currency field has been removed from the Accounts standard layout in your CRM account.
Once done, you can follow the steps below to map the currency field:
- Go to Settings on the top right corner of the page.
- Select Zoho Apps under Integrations.
- On the Zoho Apps page, click Show Details next to Zoho CRM.
- Click the Edit option for the Contacts / Customer module.
- Map the Currency Code field under the Map Field section.
- Click Save and Sync.