Multi-currency HubSpot instances require extra steps in order to ensure reporting is accurate and that the opportunity owner and manager experience is correct.

Currency in HubSpot

The Intelligence360 Platform supports Multi-currency HubSpot instances using the native HubSpot currency conversion functionality, represented by the Company currency property.

The technical HubSpot documentation is available here.

The Amount will then be converted to your company currency in the Amount in company currency property. This property is calculated as follows:

• If a deal has a closed status and a specified Close date, the property will use the exchange rate that was in effect at the specified Close date. If no exchange rate was in effect at the time, then the property will use the exchange rate in effect at a time closest to the Close date. If the Close date is in the future, the property will update to reflect new exchange rates as the Close date approaches.

• If a deal has a closed status but no Close date specified, the property will use the exchange rate that was in effect at the time that the deal was marked closed. If no exchange rate was in effect at the time, the property will use the exchange rate in effect at the time closest to when the deal was marked closed.

Currency in Intelligence360

Intelligence360 requires a few extra fields for multi-currency environments:

1. Amount: always the company currency

2. Native Amount: always the native amount of the opportunity

3. Currency ISO Code: what currency is the opportunity in

The configuration for Amount should look like the example below. Amount is a native property, so the existing settings need to be updated. Specifically, Amount should NOT be mapped as "writeable" in a multi-currency environment and the read property should be mapped as "amount_in_home_currency".

Note: changing this requires a "full sync" from your primary integration user's connection page.

Primary Amount Field

Your selected currency type should match the personal currency of the primary integration user, and ALSO be your corporate global currency:

• Property Name: Amount

• Property Label: Amount

• Type: Number with Decimal

• Input Display Type: Default Formatting

• Output Display Type: Currency

• Currency Type: select desired currency

• ML Data Type: Numeric

• Property Data Source: External Property

• Read Property: Amount in company currency (amount_in_home_currency)

• Check: Enabled and Searchable

Based on the selection, this field will always display with the appropriate currency label.

Native Amount / Currency ISO Code

Two additional fields are required to allow actions to update opportunity amounts.

• Native Amount allows you to update the un-converted native amount.

• Currency ISO Code specifies what currency the opportunity is using.

Native Amount

Native Amount is always the amount in company currency and should be kept writable.

Create a nativeAmount property with the following settings:

• Property Name: nativeAmount

• Property Label: Native Amount

• Type: Number

• Input Display Type: Default Formatting

• Output Display Type: Default Formatting

• ML Data Type: Numeric

• Property Data Source: External Property

• Read Property: Amount in company currency (amount_in_home_currency)

• Check: Enabled, Searchable, and Writeable

Currency ISO Code

Currency ISO Code is what currency the opportunity is in and is writeable

Pro Tips:

• Any actions using the amount field will need to be updated with native amount

• Any dashboards or reports need to use the "amount" field (the converted amount)

• Do not set a currency type on the native currency field, as it can be multiple currencies

If you run into any issues, please contact support.