---
title: "Import roll-up summary field"
slug: "import-roll-up-summary-field"
description: "Complete the steps for an import roll-up summary field."
updated: 2025-12-15T23:22:12Z
published: 2025-12-15T23:22:12Z
---

> ## 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 roll-up summary field

Create a roll-up summary field in Salesforce to calculate the sum total of a specific field across related records.

1. [Create a rollup summary field in Salesforce](https://help.salesforce.com/s/articleView?id=platform.fields_defining_summary_fields.htm&type=5).
2. [Create a custom field in Fullcast to import respective details](/v1/docs/creating-a-new-entity-in-fullcast#create-a-new-custom-field).

> [!NOTE]
> **Note**
> 
> While creating custom field in Fullcast make sure that the currency flag is checked in the Basic information section of Field Update page, if you want to see the sum value in USD. If the flag is not checked, currency conversion will not happen and only the original currency value will be displayed.
3. [Import Jobs](/v1/docs/import-jobs)—when the scheduled import job runs, you will see the roll-up summary field and its field values imported from Salesforce to Fullcast.

## Common scenarios

#### Currency flag is checked

After the completion of import job, the multiple currencies get converted to USD and you can see the field values in Fullcast as follows

![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/file-ovjbyouqtp.png)

#### Currency flag is not checked

After the completion of import job, the multiple currencies does not get converted to USD and you can see the original field values in Salesforce and Fullcast as follows

![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/file-rwxqojszdv.png)

*Salesforce roll-up summary field value in Canadian USD*

![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/file-dp6fqwdmak.png)

*Roll-up summary field in fullcast in Canadian USD*

#### All records are considered for calculation

After the completion of import job, the multiple currencies got converted to USD and you can see the original field values in Salesforce and Fullcast as follows

![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/file-whwvsi5fl6.png)

![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/file-9y97jzayly.png)

![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/file-zghfowvldf.png)

#### Records meeting certain criteria

![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/file-nsipvagevn.png)

Records having only Lead source as Web is coonsidered.

![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/file-wqgxn2iagu.png)

After completion of import job, the multiple currencies gets converted to USD and you can see the original field values in Fullcast as follows

![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/file-r1sue0wagb.png)