XE.com connector

Akaash_Amalraj
updated 1 yr ago

What is XE.com?

XE.com is an online foreign exchange application that offers exchange rate information, international money transfers, and other currency-related services via its website, mobile apps, and other online channels.

About Kissflow's XE.com integration

Kissflow's XE.com connector lets you use XE.com's instant currency exchange rate converter services with popular Kissflow services and other cloud applications. To integrate with XE.com, you must have a valid XE.com account account as well as be a paid Kissflow customer.

Consider you have a Kissflow process workflow for managing your purchase order system and the vendor catalog prices are in EUR. Since your vendor is in the USA, you’d like to convert the currency value from EUR to USD before raising a purchase order. For this to happen, the currency conversion should happen based on real-time exchange rates. The XE.com connector makes this conversion happen. You can set up triggers and actions so that when a new item is submitted in your purchase order, it pulls the actual price of the products from the vendor catalog and converts the product's value to a currency of your choice.

Action in XE.com

Actions	Description
Convert currency	This action checks the real-time exchange rates and converts one currency value to another

Configuring XE.com connector

Inside your Kissflow account, click your profile picture on the top right corner of the screen and click Integrations from the dropdown. Now, click the New integration button to provide a name and description for your integration.
Set up trigger and action steps, for example, you can use it to build a simple product procurement system connecting purchase request, vendor catalog, and purchase order.
After setting up your trigger and action step(s) above, click the Add button (
) next to set up your XE.com action step. Search for XE.com and select the Convert currency action event.
After choosing your action event, next step is to authenticate the connector. Click +Add an account and sign in to your XE.com account. After signing in, copy your unique Account API ID and Account API key and paste the same in your connector's authentication popup fields.

If you don't have an account yet, go to the XE.com website, click Business & API > Xe Currency Data API to sign in to your account.

After authenticating with your XE.com account credentials, add the relevant values against the XE.com form fields, hit Refresh fields to view all the updated fields in the selected XE.com form. You can also map XE.com fields with your trigger step or previous action's fields. These values will be automatically added to the item fields after the action is executed.
After a successful configuration, test whether your XE.com action step is set up correctly by clicking the Test button. The connector will pull field data from your selected XE.com account and display it as a JSON output. Similar to the trigger step, errors are notified to you right away. Fix them before retesting the action step.

Setting up a XE.com connector

After creating a custom workflow with your XE.com connector's action step, switch ON the toggle button to activate the integration run. Once a trigger event occurs, the XE.com connector will start converting the currency value based on real time exchange rates.