Set deal currency with CSV import

JMogard · ‎Dec 20, 2021

When I import new Deals I can't set the currency of the Deal using a currency code (USD, SEK, EUR, etc).

Or can I?

I've searched the community and can't find any posts. Please advice.

karstenkoehler · ‎Dec 20, 2021

This should work, see below:

Have you set up the currencies under Settings > Account Defaults > Currency? Currencies must be "created" here before you can import deals and assign those currencies. (This requires a Starter subscription.)

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

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View solution in original post

karstenkoehler · ‎Dec 20, 2021

Hi @JMogard,

This should work, see below:

Have you set up the currencies under Settings > Account Defaults > Currency? Currencies must be "created" here before you can import deals and assign those currencies. (This requires a Starter subscription.)

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

Did my post help answer your query? Help the community by marking it as a solution.

MSP2 · ‎Feb 9, 2022

Hi There,

I am having the same problem.

When setting a currency it gives a name currency + symbol currency.

On the import, I added the name as it's in Hubspot [name currency symbol currency]

Can you pls advise what should I write so it imports?

Thanks, Maria

JMogard · ‎Dec 20, 2021

You're 100% correct. Not sure why it didn't map at first ¯\_(ツ)_/¯

CRM