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Enterprise & Sell Answers & Best Practices Import Data with Currency

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Import Data with Currency

Thibaut Legrand over 4 years ago

Hello,

My Company is based in France but we're operating in China and US.

When I import data in Sugar, the currency stay in Euros however the data are in dollars.

No issues for the import in euro but it's another story for the value in dollars or Chinese Yuan.

On the screenshot below the TO was meant to be in USD but it desperately stays in Euros.

Does anyone knows how to import data in different currency ?

Regards

0 Dennis Wangerin over 3 years ago

Hi Thibaut,

In the import template you can define a value for "Currency ID". I think it's easiest if you export a template from your existing data with the different currencies and in the CSV file check which values the different records have as currency ID so you can add this into your import template.

Let me know if that was the problem.

Thanks,

Dennis
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