Dynamic currency conversion

With this feature it will be possible to download orders with foreign currency on your management system, automatically converting the original value with the exchange rate of the target currency. This is an option that is part of the Premium features.

By taking advantage of the import file functionality, it will also be possible to periodically update exchange rates.

The first thing to do is to create a new file import configuration, through the menu

 

Import export files >> Import files >> Import file settings

Click the Add button at the top left.

thumb import files

A new import file configuration will be created. First of all, you will need to fill in the following fields:

  • Name: enter a name of your choice for the configuration
  • What kind of imports to perform: select Currency exchange - www.floatrates.com

By clicking on the SAVE AND CONTINUE button you will have access to the further configuration fields.

Enable the option "Filter the records to be imported based on a field in the file itself? (Input check)".

Assuming we want to convert the currency from dollars (USD) to euros (EUR), we value the fields as follows:

  • Field to compare: enter the fixed value "code"
  • Comparison operator: select "=" 
  • Value to compare: insert "EUR" ( Indicate the ISO code of the target currency, always consisting of 3 characters, such as EUR for the Euro currency, USD for the dollar, etc.)

In the section called File location, under "Withdrawal type" select the "http (web address)" option.

As the file address use the following URL:

www.floatrates.com/daily/ followed by the ISO code of the source currency (written in lower case) + the extension .json.
 

In our example, the URL to be entered will be the following: www.floatrates.com/daily/usd.json

Click on SAVE AND CLOSE. At this point, it will be possible to create an import file connector to associate it with.

It is advisable to insert the connector created in a procedure so that it is performed once a day to have the conversion multipliers always updated.

Conversions can be viewed in the table found in the menu:

Process >> Conversions and normalization >> Currency change

At this point it will be necessary to create an order transformation configuration at the following bindCommerce menu:

Process >> Conversions and normalization >> Sales documents transformation

To create the configuration correctly, it is advisable to read the special Sales Document Transformation tutorial.

In the case of currency conversion, select Yes in the "Perform a currency conversion" field.

At this point, a section called "Currency conversions" will open, where you can select the target currency that must be used for sending to the management system.

Click on SAVE AND CLOSE. At this point move to the menu:

 

ERP >> Order export configuration

open the existing configuration (or create a new one if necessary) and select the configuration just created in the Order Transformation field.

Click on SAVE AND CLOSE. Orders will now be exported with the correctly converted currency.

 

 

5 of 5 - 1 votes
Thank you for rating this article.

Tutorials

bindCommerce platform
Nodes
Creating a Web Server node to publish images
Connectors
Procedures
Logs
Products
Categories
Product attributes
Price lists and prices
Manufacturers
Alternative descriptions
Payment and shipping methods
Orders
Customers
Filter setting on products
Filter setting on orders
Multi warehouse
Internal processing
How to use templates
Template gallery
Creation and customization of templates
Responsive photo gallery in eBay description
Creation and activation of a connector to create/update alternative descriptions
Match categories
Update Price List
Dynamic currency conversion
Internal processing script
Attribute enrichment script
Barcode type calculation
Generation of derived products
Order transformation
Quantity rules
Distribution grid
Conversions and normalizations
Conversions
Currency conversion
Order status normalization
SKU recoding
Marketplaces
eBay integration
eBay nodes installation
Matching with eBay categories
Sales terms
Parameters for listing generation
eBay listing generation
Download listings from eBay
Fixed price sale or auction
eBay listing details list
Listing update
Early ending of listings
Relisting
Responses from eBay and related logs
The automated workflow
Download orders from eBay
Download categories from the eBay shop and match with product categories
Matching of eBay categories international markets
Copy Manufacturer and MPN to Attributes
Amazon integration
Amazon node
PRE-SALE ACTIVITIES
Amazon listings and details
Creation and publication of products/offers to Amazon
Set up Amazon shipping templates
Products already on Amazon
Parameters configuration for preparing Amazon offers
Amazon offers generation connector
Creation of products already present on Amazon
New products publishing
Parameters configuration for preparing Amazon offers
Creation of products not present on Amazon
Amazon offers generation connector
Matches with Amazon categories
Selling on Amazon: Attributes tutorial
Clothing category tutorial
Shoes category tutorial
Responses from Amazon and related Logs
AFTER-SALES ACTIVITIES
Download orders from Amazon
Order status update from bindCommerce
ePrice integration
ePrice listings preparation
ePrice node installation
Sending ePrice listings
Download ePrice orders
Creation of sample product files
Orders update to ePrice
ManoMano integration
ManoMano nodes installation
Send listings to ManoMano
Download orders from ManoMano
cDiscount integration
Category matching
Shipping methods mapping
Cdiscount node
Couriers mapping
Publishing new products on cDiscount
Publication of offers on Cdiscount
Import orders from Cdiscount
Cdiscount problem fixing
Allegro integration
Allegro node installation and configuration
Create Allegro Category Matches
Publishing products on Allegro
Product update on Allegro
Import orders from Allegro
AliExpress integration
AliExpress node installation
AliExpress category matching
Publishing products on AliExpress
Product groups and AliExpress brands
Download orders from AliExpress
Wish integration
Wish node installation
Publishing products on Wish
Carrier mapping for Wish
Download orders from Wish
Order update on Wish
eCommerce
VirtueMart integration
VirtueMart node
Download orders from VirtueMart
Upload orders on Virtuemart
Upload products on VirtueMart
Download products from VirtueMart
Download product link from Virtuemart
WooCommerce integration
WooCommerce node
Download orders from WooCommerce
Download configurations from WooCommerce
Uploading orders on WooCommerce
Product publishing
Import products from Woocommerce
Plugin bindCommerce for WooCommerce
Prestashop integration
Prestashop node installation
Uploading orders on PrestaShop
Download orders from Prestashop
Downloading products from Prestashop
Product publishing on Prestashop
Connector for downloading Prestashop configurations
Magento integration
Magento node
Download orders from Magento
Upload orders on Magento
Product publishing on Magento
Import of Magento products
Shopify integration
Shopify node
Products import from Shopify
Publishing products on Shopify
Download configurations from Shopify
Integration of Mlveda's Multi Country Pricing App
Download orders from Shopify
Upload orders on Shopify
OpenCart integration
OpenCart node installation
Publishing products on OpenCart
Download orders from OpenCart
Import products from OpenCart
Uploading orders on OpenCart
Ads sites
Kijiji integration
Installation and configuration of Kijiji nodes
Matching Kijiji categories
Sending offers to Kijiji
List of Kijiji ads
Social Networks
Facebook Catalogue integration
Configuring the Facebook Catalogue feed
Price comparators
Google Shopping integration
Translation and content enrichment
Integration with Google Translate
Integration with Icecat
Payment systems
Integration with PayPal
Import files
File format
Data file import
API for developers
API node
Export Orders
Import Products
Export Products
Documents import
Shipping update (legacy)

bindCommerce

bindCommerce s.r.l.

VAT Number IT07798861212 - SDI M5UXCR1
Registered in Napoli - REA: NA - 910618
Share capital € 20.000,00 fully paid
Tel: +39 011 089 122 0
E-mail: info@bindcommerce.com

PON 2014>20 Riaccendiamo lo sviluppo