---
title: "Import multiple currencies"
slug: "import-multiple-currencies"
description: "Import, add, edit, or delete active currencies in Fullcast."
updated: 2025-12-29T22:06:26Z
published: 2025-12-29T22:06:26Z
canonical: "support.fullcast.com/import-multiple-currencies"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.fullcast.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Import multiple currencies

Currency settings, such as user currency preferences, corporate currency, and multi-currency conversion, are managed in your CRM and then imported into Fullcast.

## **Before you begin**

- Contact your CSM to enable the currency import.

> [!NOTE]
> Note
> 
> If you do not have currency data set up in Salesforce or are not integrated with Salesforce, the corporate currency must be provided by the system where your user records (people records) are imported. The user currency can be determined by another integrated system (such as your HR system) or you can manually set the user currency as a [field on the people record](/v1/docs/creating-a-new-entity-in-fullcast#create-a-new-custom-field) and select **Currency Iso Code**as the **Known Column Type**.

## Manage currency import

Access and manage currency import settings within Fullcast.

1. Go to **Settings > Currencies**.
2. From the **Multi-Currency**section, you can do the following:

| Field | Description |
| --- | --- |
| **Enable Multi-Currency** | - Toggle on to access currency data and multi-currency conversion in the transactions table, commissions ledger, or reports. - Toggle off to hide currency data. |
| **Import Currency Data** | - Toggle on to import currency data that you manage from your CRM, such as corporate currency, user currency, and active currencies. - Toggle off to manually add, delete, and update active currencies. |
| **Minor Unit Rounding** | From the dropdown, select the decimal points you want to display for currencies. |
3. Click **Save**.

## Manage active currencies

To manually manage active currencies, you must toggle off the **Import Currency Data**.

> [!NOTE]
> Note
> 
> Changes you make to active currencies are not exported and are only used within Fullcast.

1. In the **Multi-Currency**section, toggle off **Import Currency Data**.
2. In the **Active Currencies** section, complete the following as needed:

Add CurrencyEdit CurrencyDelete Currency

1. Click **Add Currency.**
2. In the **Add Currency** window, complete the following fields:

| Field | Description |
| --- | --- |
| **Currency** | From the dropdown, select the currency you want to add. |
| **Conversion Rate** | Type the conversion value of the selected currency against your corporate currency. |
| **Start Date** | Select the date when the currency with the set conversion value is effective. |
| **Next Start Date** | Select the date that indicates when the next rate’s effective period begins to ensure there are no time gaps or overlaps between different rates for the same currency type. |
3. Click **Add Currency**.

1. Find the currency you want to edit.
2. Click **Edit**.
3. Make changes to the **Conversion Rate**, **Start Date**, or **Next Start Date** as needed.
4. Click **Save & Exit**.

1. Find the currency you want to delete.
2. Click **Delete**.

> [!CAUTION]
> Warning
> 
> There is no confirmation when you click delete. The currency will automatically be removed and this action cannot be undone.

**Customer success manager:**A customer service support person who ensures customers achieve their desired outcomes and receive maximum value from Fullcast.