Last updated: October 13, 2020
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
- Starter, Professional, and Enterprise accounts 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.
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- When you update the Company currency setting, newly created deals will use that 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.
Add a new currency
To add a new currency:
- In your HubSpot account, click the settings icon in the main navigation bar.
- In the left sidebar menu, navigate to Account defaults. You may need to click Back to all settings to see all settings.
- 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.
Manage existing currencies
- In your HubSpot account, click the settings icon in the main navigation bar.
- Click the Currencies 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, click Edit next to Company currency. Then, select a new currency from the dropdown menu. Enter the currency's exchange rate into the Exchange rate field, then click Save.
- If you've added multiple currencies, you'll also see a table listing out any currencies you've added along with their exchange rates.
- To edit the currency exchange rate, hover over the currency and click Edit.
- To remove a currency from your account, hover over the currency and click Archive.
You can set the currency of deals using the Currency property on your deal records. 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 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 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.
