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Multi-currency

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Maria Herrell
Updated 4 days ago
If your team sells in multiple countries, Multi-currency lets you track deals in the currency you use day-to-day—while still reporting everything in a consistent way. You can set your account’s default currency, enable additional currencies, and Pipeline will automatically convert totals for key dashboards and reports.

Multi-currency is only available on the Grow plan

How Multi-Currency Works
Account Currency
Account Currency is the default currency for your account. It’s used for:
  • Reporting
  • Imports (when no currency is provided)
  • The default currency for new users (until they pick their own)  
Active Currencies
Active Currencies are the currencies your team can use for:
  • Deal amounts
  • User Currency (each user’s default display currency)  
Configure Multi-Currency (Admin)
  1. Go to Settings → General → Currencies.  
  2. Set your Account Currency.
  3. Add or remove your Active Currencies (the currencies your team needs to use). 
Note that your Account Currency is always included as an active currency.  

User Currency
Each user can set their display currency so totals show in the currency they use day to day. To change it:
  1. Go to My Profile
  2. Select the General
  3. Scroll to “My main currency.”
 
When you’re logged in, Pipeline will show deal totals and report totals in your chosen currency.

Set or change a deal’s currency
When creating a new deal
  • The deal amount defaults to your User Currency.
  • You can choose a different currency on the new deal form (from your account’s Active Currencies).

For an existing deal
  1. Open the deal.
  2. Click Edit Deal icon located in the top right corner next to the Actions button.
  3. Use the currency drop-down next to Amount.

Update Currencies From the Deals List
You can view, filter, and edit deal currencies right from the Deals list:
  1. On the Deals list, click the Columns icon.
  2. Add the Currency column.
  3. Use the Currency column to filter by currency and change currency on individual deals.

Import Deals with Multiple Currencies
To import deals in different currencies:
  1. Add a Currency column to your import file.
  2. Enter the 3-letter ISO currency code (example: MXN for Mexican Peso).
  3. Make sure each imported currency matches one of your account’s Active Currencies.
If you import deals without a Currency column, Pipeline assigns the Account Currency to those deals.

How Reporting Conversion Works
Pipeline converts deal values into a single currency automatically for:
  • Home tab totals
  • Filtered Totals
  • Sales Pipeline Total
  • Deal reports  
Conversion rates refresh about every 30 minutes.  

Important note about won deals
Won deal reports are converted in real time using the latest conversion rate—not the rate from the day the deal was closed. If you need the “conversion-at-close” value, create a deal custom field and store it at closing time.  

FAQs and Troubleshooting

Where is the multi-currency value determined from?
https://openexchangerates.org 

I don’t see the currency I need
  • First, confirm it’s selected in Account Settings > Currencies under Active Currencies.  
  • If it’s not available in the list, contact support and tell us which currency you need added.
Imported deals came in with the wrong currency
  • Make sure your file includes a Currency column with valid ISO codes.
  • Verify the currency is enabled under Active Currencies.
Need help? Contact support at [email protected]. 
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