Rules for Importing Multiple Currencies
If your organization has set up the ability to use multiple currencies, you can import amounts in different currencies.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
Organization Import
When importing accounts, contacts, custom objects, leads, or solutions for your organization, you can specify the currency type for amount fields using the Currency ISO Code column in your import file.
| Entering currency codes | Enter a currency code in the Currency ISO Code column in your import file. Currency codes are three letter codes that follow an international standard. For example, USD is the currency code for U.S. dollars. From Setup, enter Manage Currencies in the Quick Find box, then select Manage Currencies to see a list of valid codes for your organization. |
| Updating the currency code | When updating the currency code but not the currency amount for accounts and contacts, the amount isn’t converted to the corresponding number in the new currency. |
| Entering inactive currencies | If you enter an inactive currency in your import file, your personal currency is used instead. However, amounts aren’t modified. For example, if your file has AUD 100 for 100 Australian dollars but AUD is an inactive currency for your organization, it’s imported as USD 100, assuming your personal currency is U.S. dollars. |
| Omitting the Currency ISO Code column | When creating records via importing, if you don’t use the Currency ISO Code column or fail to map it, your personal currency is used. For example, if your file has 100 and your personal currency is U.S. dollars (currency code = USD), it’s imported as USD 100. When updating existing records via importing, if you don’t use the Currency ISO Code column or fail to map it, any amounts are interpreted as having the currency of the record. For example, if your file has 100 for a record that has a currency of EUR (the currency code for euros), this amount is interpreted as EUR 100. |
