HubSpot Ideas

HeathVE

Feature request: Auto update currency conversion rates

Our company's main currency is $AUD but we also do some business in New Zealand. I have added the NZ currency option, but was surprised that it asked me to manually configure the conversion rate.  It would be quite simple to link the conversion rate to automatically update the current exchange rate. 

Are Hubspot able to link the currency to auto-update like Xero does?
Could you add this to your list of requested features for the next update?

HubSpotからのアップデート
ステータスに更新: Being Reviewed
February 22, 2023 07:49 AM

👋 Hello Community members,

 

I’m Jeannie, a product manager working on multicurrency. Thank you all for sharing your feedback regarding managing multiple currencies in HubSpot.

My team and I have been working on ways to improve your experience with this. We’ve developed a public API that connects to HubSpot’s multicurrency database. The API is still in early access and we invited Justin and the Pacific Marketing Labs team to test it.

 

Leveraging the public API, Justin’s team has added two new features to the Currency-R8 app:

1) Update exchange rates for all currencies in HubSpot Settings with a click of a button, and

2) Schedule daily updates to exchange rates, so you can set it once and forget it

 

As part of testing the public API, it would be helpful to get feedback from end users of the Currency-R8 app.

 

ACTION: If anyone here has already downloaded or is interested in installing the app, your feedback on these two new features would be invaluable! Early access participants will receive an extended free trial and additional free credits, courtesy of the Pacific Marketing Labs team. Here's the request form.

 

Watch this video to see the Currency-R8 Scheduler in action.

April 26, 2022 07:01 AM

@SComeau , fill out this form if you're keen to chat with the team. We're looking to understand why customers need this functionality. 

ステータスに更新: Being Reviewed
April 20, 2022 07:22 AM

Hey HubSpot Community,

 

Thank you for the feedback. The team would like to better understand the need to set exchange rate dynamically. If you're keen to chat with the team, please fill out this form. We'll reach out for a call.

 

Thank you for making HubSpot CRM a better tool.

 

83件のコメント
Justin_Pacific
メンバー

@tcxen - not sure what HubSpot's plans are but our app (https://www.pacificmarketinglabs.io/currency-r8) can do what you're looking for if you need a solution in the meantime. 

jcamp
参加者

@JeannieN This feature would be most welcome for my organisation as we operate out of USD for reporting purposes but bill out of different entities in a various currencies. XE.Com is what is used within our finance system and doing fixed manual rates causes reconciliation heartache to say the least, if not considerable currency risk, each quarter.

 

HubDoPete
ガイド役 | Gold Partner

Hi all,  Automatic daily currency updates are now automatic and free.

DoCurrencies was added to HubSpot Marketplace yesterday as a free native app.

https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/docurrencies-1864980

 

DoCurrencies is native in that the Super Admin can switch it on/off and press "Update Currencies Now" in HubSpot settings. Set up is automatic.

When ordering, there is a short delay of up to 24 business hours while the Beta Currency API is enabled in your portal. Then you can click to install.

Be sure to enter your portal ID when ordering so that the API can be enabled. Without Portal ID your order will fail validation.

 

For agencies, there is a reseller option so you can add DoCurrencies free to your customer's portals. Let me know if you want to test that.

Feedback and questions welcome!

best, Pete.