APIs & Integrations

DEAR_BA
Member

Cerrency type transfer issue - API requirements request

SOLVE

Hi!

We need to know what are the requirements of API v1:

  1. field  names ?
  2. field types ?
  3. naming according ISO?

for proper currency type transfer when trying to export deals to HubSpot from our DEAR Inventory application.

 

The issue is: currency type is not properly transferred when client exports the deals from DEAR accounts with different currencies to his HubSpot account - in which multi-currencies feature is turned on and properly set.

 

Thanx!

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1 Accepted solution
DEAR_BA
Solution
Member

Cerrency type transfer issue - API requirements request

SOLVE

Dear WendyGoh!

 

Thanks a lot! It looks to be clear now. We will test our endpoints usage accordingly!

 

BR,

Seva

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6 Replies 6
DEAR_BA
Solution
Member

Cerrency type transfer issue - API requirements request

SOLVE

Dear WendyGoh!

 

Thanks a lot! It looks to be clear now. We will test our endpoints usage accordingly!

 

BR,

Seva

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WendyGoh
HubSpot Employee
HubSpot Employee

Cerrency type transfer issue - API requirements request

SOLVE

Hey @DEAR_BA,

 

The endpoint documentation here may not have included all the properties. When looking to get all the properties, you can use this endpoint here: Get all deal properties | Deal Properties API.

 

Using the get all deal properties endpoint, we can note that the field type used for deal_currency_code is enumeration select. 

 

In regards to your second question, I'm able to confirm that the deal_currency_code property contain values tht mirror the ISO_4217.

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DEAR_BA
Member

Cerrency type transfer issue - API requirements request

SOLVE

Hi, WendyGoh!

 

Yes, you're right, we retrieve deals info using those legacy endpoints.

But if amount property is mentioned there, deal_currency_code is absent on those API description pages.

Could you please clarify what's the field type should be used for deal_currency_code?

And what should be the currency names for it? like ISO 4217?

 

Thanks in advance!

BR,

Seva

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WendyGoh
HubSpot Employee
HubSpot Employee

Cerrency type transfer issue - API requirements request

SOLVE

Hey @DEAR_BA , 

 

Just to clarify here, are you looking to retrieve deals with the currency and amount via the HubSpot Get all deals endpoint?

 

If so, you can look at these two properties: deal_currency_code and amount

 

In which the deal_currency_code property would return the currency the deal amount is set on and the deal amount would return the deal amount set on the deal. 

 

Let me know if this answers your query and/or if there's any further queries on this 🙂 

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DEAR_BA
Member

Cerrency type transfer issue - API requirements request

SOLVE

Hi, Dennis!

Yes, we do export our sales from external systems, with currency amounts, in 4 different currencies, to deals in Hubspot.

We do add them using Deals API to Hubspot portal, and they are displayed not in original currencies but in AUD, which is Company currency, and are not recalculated according exchange rates which are set in multi-currencies tab in Hubspot.

We believe the currency type export is an issue so could you please clarify how to do its export properly according API v1?

BR,

Seva

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dennisedson
HubSpot Product Team
HubSpot Product Team

Cerrency type transfer issue - API requirements request

SOLVE

Hello @DEAR_BA 

Welcome to the Community!

I want to make sure that I understand this correctly --

  • You export deals from external system (is the currency type also in that export?)
  • Using the Deals API, you are adding to your HubSpot portal, but the correct currency is not being pulled in

@lynton , @HenryCipolla have either of you dealt with this?

 

 

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