Update Exchange Rate Automagically

lukethomas

There is an option to manually update currencies w/ the current exchange rate in Hubspot.

 

There are APIs that handle this automatically. Instead of manually updating this monthly, this could be updated in real-time (if desired by the customer).

 

Example API: https://fixer.io/

HubSpot updates
2 Replies
HeathVE
Member

I too was expecting that the currency would auto update the currency conversion rate too. 

arlogilbert
Participant

Technically this would be about the easiest & cheapest thing to fix in Hubspot..

 

  1. One single API call to floatrates or xe.com once a night
  2. Update the central database of hubspot exchange rates
  3. Customers who have enabled the new (and imaginary) "Keep my exchange rates up to date" toggle get automatically updated.
  4. Customers cheer and stop doing manual work & coding to do something this simple.

HubSpot actually has an accounting API with an exchange rate API callback, but I can't figure out how it gets called, the documentation makes it look like HubSpot has to initiate the call which is maybe a step in the right direction, but not exactly what is needed for most users. https://developers.hubspot.com/docs/api/crm/extensions/accounting