Magento 2 Currency Auto Switcher Manual

Currency Auto Switcher Cover

Introduction

Magento 2 Currency Auto Switcher adds the global flexibility to your Magento 2 store. The extension allows you to automatically switch currency based on user location, convert prices to customers’ local currencies and more. GeoIP automatically detects customers country and city in real time and the extension changes the prices accordinally.

Requirements and Installation

Currency Auto Switcher extension supports both Community and Enterprise edition of Magento starting from version 2.1. The current version of Magento installed on your website can be found in the lower right corner of any backend page.

Magento 2 Version

Currency Auto Switcher extension has 2 separate ways of installation: via Composer or by copying the code.

Installation Via Composer

  1. Create a folder anywhere on your server (preferably not in the Magento installation directory). Put the zip archive into this folder.

  2. Use any SSH client to connect to your server. Navigate to the root Magento folder. Bear in mind that the user should write permissions to this folder and its subfolders.

  3. Add the folder with the extension's archive as a repository. For this, run the Composer command:

    composer config repositories.mageworx artifact {/ABSOLUTE/PATH/TO/FOLDER}
    

    like

    composer config repositories.mageworx artifact /mageworx/extensions/zip
    

    This command will add these lines to your composer.json file

    "mageworx": {
        "type": "artifact",
        "url": "/mageworx/extensions/zip"
    }
    
  4. Perform the command:

    composer require mageworx/module-currencymeta
    
  5. Clear the compiled code and the cache:

    php bin/magento setup:upgrade
    php bin/magento cache:flush
    php bin/magento setup:static-content:deploy
    
  6. To update the extension via composer perform the command:

    composer update mageworx/module-currencymeta
    

Installation by copying the code

  1. Download the extension's package from your customer account, unzip it.

  2. Use any SSH client to connect to your server. Bear in mind that the user should write permissions to this folder and its subfolders.

  3. Upload all the files and folders from the extension's package to the root Magento folder.

  4. Via SSH, navigate to the root Magento folder and perform the command:

    php bin/magento module:enable MageWorx_CurrencySwitcher MageWorx_GeoIP
    
  5. Clear the compiled code and cache:

    php bin/magento setup:upgrade
    php bin/magento cache:flush
    php bin/magento setup:static-content:deploy
    

Currency Options in Magento 2

Currency Auto Switcher Magento 2

Log into the Magento Admin panel and go to STORES ⟶ Configuration ⟶ GENERAL ⟶ Currency Setup.

Base Currency specifies the currency to be used for all online transactions in the store.

Difference between Default Display Currency and Base Currency

Default Display Currency doesn’t affect the Base Currency. All the transactions will be held in the Base Currency.

Base Extension Configuration

Log into the Magento Admin panel and go to STORES ⟶ Configuration ⟶ MAGEWORX ⟶ GeoIP Extensions. The extension's configuration consists of 3 tabs.

Currency Auto Switcher Magento 2

GeoIP DataBase

The extension supports two types of GeoIP database: GeoIP Country and GeoIP City.

Update Current Database button is used to update the current GeoIP database. Mark the checkbox Create Backup to backup before updating.

Customer Location

Enable in Order View setting enables or disables customer's current location in the Order View.

Currency Auto Switcher Magento 2

Currency Switcher

User Agent List – the list of user agents the currency won’t be switched for. This includes search and social networks bots.

Exception URLs provides the list of the website URLs to disable the Currency Switcher for.

Currency Auto Switcher

The extension has 3 separate configuration pages.

Currency Rates

Log into the Magento Admin panel and go to STORES ⟶ Currency ⟶ Currency Rates.

The currency rates values can be set manually in relation to the base currency or automatically.

Currency Auto Switcher Magento 2

The store owner can input the desired rates in the appropriate boxes or select the desired rates provider in the Import Service dropdown and click the Import button. After that, click the Save Currency Rates button.

Currency Auto Switcher Magento 2

Currency Symbols

Log into the Magento Admin panel and go to STORES ⟶ Currency ⟶ Currency Symbols.

Currency Auto Switcher Magento 2

From here, the store owner can change the desired currency symbol. This configuration page allows the store owner to use the default currency symbols or change them to the custom ones.

Currency Relations

Log into the Magento Admin panel and go to STORES ⟶ Currency ⟶ Currency Relations.

Currency Auto Switcher Magento 2

This section manages the Country-Currency relations. The store owner can add a new currency and set a list of countries for which this currency should be applied. After configuration, hit the Save Currency Relations button.

Currency Auto Switcher switches only the displayed currency

All the transactions will still be processed in the Base Currency.

Got Questions?

MageWorx offers FREE lifetime support and updates for any extension developed for Magento. Need help with the extensions? Feel free to submit a ticket from http://www.mageworx.com/support/

MageWorx offers outstanding services developing custom-tailored solutions for Magento platform to attain your eCommerce objectives. Our professional impassioned team provides profound and custom oriented development of your project in a short timeframe.