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.
Please note: Professional and Enterprise accounts have different limits as 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 the account's currency.
To manage your currencies in HubSpot:
- In your HubSpot account, click the settings icon settings in the main navigation bar.
- In Account Defaults, click Add currencies.
- 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.
- To manage currencies you've added, click the Currencies tab:
- At the top, you'll see your Company currency. Any amount totals and deal reports in your account will use this currency, taking into account the exchange rates you've set for your other currencies. To change your company currency, click Edit to the right, select a new currency from the dropdown menu, then click Save.
- In the table below, you'll see a list of all the currencies you've added to your account, along with the exchange rate for each. To change the exchange rate for a currency, hover over it, then click Edit. Update the Exchange rate field, then click Save.
You can set the currency of deals using the Currency property. The amount of the deal will appear in the selected currency. Based on the exchange rate you've set for the currency, the amount will be converted to your company currency in the Amount in company currency property.
Please note: when exchange rates are changed in Account Defaults, these changes won't be reflected in the Amount in company currency property on closed deals. The changes will only be reflected in the Amount in company currency property on open deals.
If you're a Sales Hub Professional or Sales Hub Enterprise user 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 Product card. There will be a "Missing currency" alert next to any line item that needs to be updated. Click Edit products.
- In the Total Price column, click Update.
- In the Update product price panel, select an updated currency option.
- Click Confirm.
- Click Save, then navigate back to the deal record. The product currency should now match the deal's currency.