Account Creation

 

If you wish to connect to install the Ultimate Currency Converter please visit the following link. Select the Ultimate Currency Converter and follow the checkout process.

(https://datawarehouse.io/products/)

After completing checkout and starting your trial please give the service up to 1 hour to activate for all of your users.

 

 

Initial Setup

            This application requires the “Currency” default HubSpot property to be enabled for Deals inside of HubSpot. The follow the instructions below step by step to enable the property.

1. Check if the property is already enabled. You can do this by going into “Settings”, “Properties”, select the “Deal properties” from the drop down, and searching for “Currency”. If you do not see “Currency” in the results, like the picture below, then continue following this guide to set it up.
2. First, go to “Account Default” inside of the HubSpot Settings.
3. Select “Currency” on the tap near the top of the page.
4. You can either add a new currency for your company, or select the “edit” option for your existing currency.
5. A window should open up, prompting you to select a currency type. If you wish to stay with what was already selected, then simply click “save”. If not, then select a new currency from the drop down, and click “save”.
6. The “currency” property should now be added to your Deal Properties.
   
   
   

Key Components

        HubSpot Currency Conversion Card

The HubSpot Currency Conversion Card will appear on the bottom right side of the screen when viewing the record of a Deal.

The currency codes displayed are using the ISO 4217 Currency Codes. These codes are the common currency code that most are familiar with, examples of which are: USD, EUR, BRL, MXN, JPY, and CNY. More information about them can be found here: https://www.iso.org/iso-4217-currency-codes.html

 

The main sections of the Card are as follows:

●     HubSpot Deal Amount

• This tells you the amount of the deal that you are currently viewing.
• The amount will reflect the value that the current deal is set to.
• To change this amount, please change the amount associated with the deal by clicking the edit button on the top left corner of the page
• After change the deal amount, the Refresh Card Button must be clicked to reflect the value.

●     HubSpot Custom Properties

• The Custom Properties listed below will appear in your account after installation. These will store a record of the converted deal amount every time you click the Save to HubSpot action.

●     HubSpot Currency

• This tells you the ISO 4217 standard currency code that is set as default for this deal.
• To change this currency code, you must navigate to the property editor of the deal, and select another currency code.
• 
• 
• Please note that only available account currencies will be available for selection here. To learn more, please visit: https://knowledge.hubspot.com/settings/add-and-edit-your-account-currencies

 

●     Converted Deal Amount

• This section tells you the value of the deal after converting the HubSpot Deal Amount into the currency of your choice.
• The exchange rate at which this amount is calculated will be updated by the minute, but will remain at most one minute behind the most recent market rate.

 

●     Converted Currency

• This section tells you the selected ISO 4217 standard currency code in which the HubSpot Deal Amount will be converted to.
• If a currency has never been selected, this value will default to the United States Dollar (USD).
• After a selection has been made, the selected currency code will persist throughout all deals on your account.
• Changing this code can be done anytime, but clicking the “Change Currency” button.

 

●     Refresh Page Action

• Pressing this button will refresh the page to reflect changed deal amounts.
• In the event that an error message appears, please do not panic. Simply refresh the page again by pressing the F5 key, or the browser’s refresh button to reload.
• 
• If the problem still persists after a couple of minutes, please contact support.

           

        Change Currency Window

This window will open upon pressing the Change Currency Action

Your Converted Currency can be selected here, as well as getting a quick look at conversion to other various rates.

 

 

●     Deal Amount

• This tells you the amount of the deal that you are currently viewing.
• The amount will reflect the value that the current deal is set to.
• To change this amount, please refer to the instructions under HubSpot Deal Amount of the HubSpot Currency Conversion Card

 

●     Default HubSpot Currency

• This tells you the ISO 4217 standard currency code that is set as default for this deal.
• To change this amount, please refer to the instructions under HubSpot Currency of the HubSpot Currency Conversion Card

 

●     Exchange Rate

• Within the orange arrow is the current exchange rate of the 2 currencies on screen.
• This shows the exchange rate in terms of a ratio.
• For example, in this particular case
  
  1 USD will convert to 0.8351 EUR.
• The rate here will reflect upon your selection of the Converted Currency to the right.
• Please note that rates displayed here will not refresh with the current market rate, until the window is closed and reopened

 

●     Converted Currency

• 
  You will be able to select your desired currency to be converted to here.
• To do so, simply click on the drop down arrow,
  
  type in either the ISO 4217 standard currency code, or the origin country of your currency.
  
• 
  
  After the options filter out, click to select your desired currency.
• 
• The exchange rate and converted amount will now change to reflect your selection.

 

●     Converted Amount

• This amount is calculated using the exchange rate and deal amount.
• This amount will change based on your selection of the converted currency on the right side of the screen.

 

●     Save and Continue Button

• Pressing this button will set your Converted Currency to the selected currency code on the right side of the screen.
• After a short delay, the window will display “Currency Selected! Please close this window” upon successful selection.
• 
• Please follow the directions on screen, and click the “X” on the upper right.
• After doing so, you will be led back to your deal page, and the amounts there will refresh on its own after a short delay.

 

● Save to HubSpot Action

 

• Clicking the save to HubSpot action will save the current Converted Deal Amount, Converted Currency, Conversion Rate, and Conversion date to custom deal properties created by the app.
• The Converted deal amount cannot be saved as a currency or it will save as your default HubSpot Currency.

●   Troubleshooting

○    Currency Conversion Card Error Message

• If you come across the message: “There was a problem reaching Currency Conversion. Please refresh the page to try again or contact the app developer for support.”
• 
  
  Please do not panic. Refresh the page like stated on screen and see if it responds. Sometimes, but rarely, this may take a couple of tries. If the problem still persists, continue reading below.
• Upon installation of this app, a snapshot of all current HubSpot Owners is taken from your account. This snapshot will refresh every 1 hour, meaning that new Owners added between these refresh periods will not have permission to access this application, causing the above message to display.
  If after an 1 hour period the Owner still cannot access Currency Conversion, please contact support.
• If your use case does not fall under any of the above cases, please contact support.

○    Why is my Converted Currency set to ___?

• The converted currency will by default be set to USD (United States Dollar) upon creation of a new user.
• Once the user has picked a currency to use, this currency will persist throughout all deals.
• For example, if the user has 2 deals
  Deal A - HubSpot Currency USD

Deal B - HubSpot Currency JPY

and they have chosen “EUR” as the Converted Currency, then upon visiting Deal A, they will see USD converted to EUR on the card. Meanwhile, on Deal B they will see JPU converted to EUR on the card.

 

• This currency code can be changed by pressing the “Change Currency” button.

○    The amount on the card is not reflecting my selections.

• Upon updating your Deal Amount, or selecting a new Default HubSpot Currency, please press the “Refresh Card” button to allow the card to update.
• If this fails, then please refresh the page in a normal manner to see if the value updates.
• If the values are still not updating after multiple refreshes or re-selection of your Converted Currency, then please contact support.