Add and edit your account currencies

You can update your HubSpot account to use your company's primary currency. If you do business in multiple currencies, you can add currencies to your account and set an exchange rate compared to your primary company currency to more accurately track the amount of your deals.

Before you get started

• You can edit the account's company currency in all account types.
• Accounts with a Starter, Professional, or Enterprise subscription have different limits to the number of currencies they can have. Check out the HubSpot Product & Services Catalog for more information on these limits.

• In accounts with multiple currencies:
  • Only super admins can add and edit currencies.
  • You can create custom properties that refer to each deal's currency rather than the company currency.

• • Newly created deals will use the Company currency by default for the deal Amount. To change the currency shown in a deal's Amount property, edit the Currency property on the deal record. Custom currency properties will always reflect the Company currency setting.

• • Each user can set their own preferred currency for viewing deal amounts in the board view.

Manage existing currencies

• In your HubSpot account, click the settings settings icon in the main navigation bar.
• In the left sidebar menu, navigate to Account defaults.
• Click the Currency tab.
• At the top, you'll see your Company currency. This is the currency used in deal amount totals and any deal reports. This will also be the default currency when creating new deals. 
  • To update your account's default currency, hover over the currency and click the Actions dropdown menu, then select Edit company currency.
  • In the dialog box, click the Company currency dropdown menu and select a currency.
  • Click Save.

• If you've added multiple currencies (Starter, Professional, and Enterprise only), you'll see a table with currencies you've added and their exchange rates.
  
  • To edit the currency exchange rate, hover over the currency and click Edit. In the dialog box, enter an exchange rate, then click Save.
  • To remove a currency from your account, hover over the currency and click Archive. In the dialog box, click Archive currency to confirm. Once a currency is archived, it will no longer be an option on new deals, but it will still be used on existing deals. For these existing deals, you can manually update the Currency property.
  • To view historical exchange rates, hover over the currency and click the Actions dropdown menu, then select View currency history. 
  • To edit or restore historical exchange rates, hover over the currency and click the Actions dropdown menu, then select View currency history. On the Exchange rate history tab, hover over the currency and click the Actions dropdown, then select Edit or Restore.

Add a new currency (Starter, Professional and Enterprise only)

• In your HubSpot account, click the settings settings icon in the main navigation bar.
• In the left sidebar menu, navigate to Account defaults.
• Click the Currencies tab, then click Add currency.
• Click the Currency dropdown menu and select your new currency.
• In the Exchange rate field, enter the exchange rate that converts your new currency to your company currency.
• Click Save.

Use multiple currencies with deals (Starter, Professional and Enterprise only)

Once you've set up multiple currencies, you can set the currency for each specific deal, and users can set their preferred currency for viewing deals in board view.

Currency property on deals

You can set the currency of deals using the Currency property on your deal records. The Amount will then appear in the selected currency. Based on the exchange rate you've set for the currency, the amount will then be converted to your company currency in the Amount in company currency property. This property is calculated as follows:

• If a deal has a closed status and a specified Close date, the property will use the exchange rate that was in effect at the specified Close date. If no exchange rate was in effect at the time, then the property will use the exchange rate in effect at a time closest to the Close date. If the Close date is in the future, the property will update to reflect new exchange rates as the Close date approaches.
• If a deal has a closed status but no Close date specified, the property will use the exchange rate that was in effect at the time that the deal was marked closed. If no exchange rate was in effect at the time, the property will use the exchange rate in effect at the time closest to when the deal was marked closed.

Create custom currency properties

If your account has deals in different currencies, you can create custom currency properties that refer to each specific deal's currency, rather than the company currency. For example, the default Commission amount property always uses the company currency, but if you want to track the commission for deals in other currencies, you can create a custom commission property based on the deals' currencies. 

Please note: when you set up a property that uses the deal currency, the property's values do not automatically update based on exchange rates. If you update a deal's currency, you'll need to manually update the custom currency property value to the correct amount. Because the properties don't account for exchange rates, it's not recommended to use custom currency properties in reports.

To create a property that uses a deal's currency:

• In your HubSpot account, click the settings settings icon in the main navigation bar.

• In the left sidebar menu, navigate to Properties.

• Click the Select an object dropdown menu, then select Deal properties.

• In the upper right, click Create property.
• In the right panel, set the property’s basic information, then click Next.

• Click the Field type dropdown menu, then select Number.
• Click the Format dropdown menu, then select Currency.
• Click Next.
• Select the Use record currency instead of company currency checkbox.
• Once you're done, click Create. 

Your custom property will update its currency based on the value set for Currency on each deal. If the property already has a value for a deal and you change that deal's currency, the currency symbol will change, but the value will not be updated. You can manually update the property's value to your desired amount.

Set a preferred currency for deal stage amounts in board view

When viewing deals in board view, by default, the deal stage amounts shown at the bottom of the board are displayed in the company currency. If your account has multiple currencies, each user can select a currency to view these amounts in their preferred currency instead. 

• In your HubSpot account, navigate to Sales > Deals.
• Hover over the amounts at the bottom of the board, then click View in your preferred currency.
• In the right panel, select a currency, then click Save. The amounts will now be displayed in the selected currency.

• To view the amounts in company currency instead, hover over the Total and Weighted amounts and view the company currency in the pop-up box.
• To select a different currency or revert back to the company currency, click the Board Actions dropdown menu in the upper right, then select Edit board. In the right panel, select a currency then click Save.

Edit a line item's currency (Sales Hub Professional and Enterprise only)

If you're a user with an assigned Sales Hub Professional or Enterprise seat and are associating products with your deals, you will need to edit the line item's currency to match the deal's.

• On the deal record, locate the Line items card. There will be a "Missing currency" alert next to any line item that needs to be updated. Click Edit.

• In the Your line items are missing a VEF price. alert, click Update prices.

• In the Update line item price panel, select an updated currency option.

• Click Confirm.
• Click Save, then navigate back to the deal record. The line item currency should now match the deal's currency.