Congratulations! DoCurrencies automatically updates your HubSpot Currencies every day.
A few tips on using the DoCurrencies Plugin:
- DoCurrencies MASTER switch:
The master switch in the HubSpot settings screen, switches the daily updates on or off.
When you first install DoCurrencies, the master switch is on by default. - To view your DoCurrencies settings, go to HubSpot Settings > Integrations > Connected Apps > DoCurrencies
- New currencies are automatically included in DoCurrencies daily rate updates.
- If you change company currency, hit the "Update Currencies Now" button in the DoCurrencies settings screen to make sure all rates are correct. HubSpot calculates reciprocal rates based on existing rates, but the DoCurrencies button fetches fresh rates relative to the company currency.
- Archived Rates: If you archive a currency rate, HubSpot retains it in the API currency list so all the history is maintained. DoCurrencies does not update archived rates, as doing so would restore the currency from the archive.
Some Frequently Asked Questions about the DoCurrencies Plugin:
- Where does DoCurrencies Plugin source daily exchange rates?
- Will DoCurrencies work for all HubSpot users?
- Supported Rates? Almost every HubSpot rate is supported by DoCurrencies with just a few exceptions. The following currencies are not updated by DoCurrencies:
BOV, CHE, CHW, COU, MXV, USN, UYI, XBA, XBB, XBC, XBD, XSU, XUA
See the full list here: Which rates does DoCurrencies support?
UPDATE:
DoCurrencies will NOT work if HubSpot's own automatic currency updates (monthly, quarterly or annual) are on.
If you’ve enabled HubSpot’s automatic monthly currency update, this will override the DoCurrencies daily update process. When HubSpot's native update is turned on, it takes full control of the exchange rates for supported currencies—preventing DoCurrencies from making any further updates to those rates.
To continue using daily exchange rate updates provided by DoCurrencies, you’ll need to disable HubSpot’s automatic currency update feature.
Important Note:
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You can still manually add or update exchange rates for unsupported currencies when HubSpot’s auto-update is enabled.
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HubSpot's supported currencies will only update on HubSpot's monthly, quarterly or annual schedule unless you deactivate HubSpot automatic updates and allows DoCurrencies to regain control.
Your feedback and questions are very welcome!
We hope you enjoy how the DoCurrencies Plugin updates your currency rates every day. HubDo Plugins "Make HubSpot Do More".
Please get in touch here on chat or email docurrencies@hubdo.com