There is nothing like scratching your own itch. We use our Data Islands ETL tool to import our XERO acounting data into Sage CRM and using that there we run reports etc.
With our XERO imports we bring in what they call repeating invoices and these are in various currencies. With this data we can project revenue for the coming year. But of course we sell world wide and are at the mercy of the currency markets. As we are based in Ireland we want to see the Euro value so we use the Sage CRM currency table for the rates. It is required to update this manually though 🙁
So we used Data Islands to automate this and here I will show you how.
First we found a provider of an API. We used https://www.exchangerate-api.com/ and they have a free tier that works for us.
You sign up and get your key
EG
Next we write our script and we use the JINT (javascript engine and the HTTP Object)
Lets run this
so you can see the output is the JSON result.
Now we just update the Sage CRM currency data.
Finally we automate this using windows Task Scheduler.The program is Data Islands.
The arguement is the path to the script wrapper which is a TSD file and this calls the “jint” mode and passes in our js script.
Now this runs daily and updates our Sage CRM.
You could use this to update other systems also like Sage 100,200 and 300 for example.
Itch scratched 🙂
Full code in text format is in the online help here