Configure Multi-Currency Support
This article explains how multiple currencies are supported in Gainsight. Gainsight allows Admins to load currencies into the application with original currency codes such as USD, EUR, GBP, etc. without having to manually convert them into a specific currency code set in Gainsight.
Gainsight recommends you to refer to this short video (4 mins) for a quick overview of multi-currency impacts in Gainsight.
User Default Currency
Admins can set a single currency code to each Gainsight user which is called Default Currency, to display currencies in the user preferred currency code across Gainsight.
Currencies in the Timeline page are displayed in the user default currency. For example, CSMs working from Europe may want to see the currencies across Gainsight in Euros. Following are the applications in which currency data is shown in the user default currency:
- Timeline Page
- Renewal Center
- Aggregated currency values in Reports and Dashboards on Gainsight data.
Default Currency setting for a Gainsight user is synced from the Salesforce Currency ISO Code field through field mappings in the Salesforce Connector. For more information on the Salesforce Connector field mappings, refer to the Multi-Currency Impact on Connectors section in this article.
User’s preferred currency code is synced from Salesforce and honored across Gainsight. For more information on the user currency setting in Salesforce, refer to the Set Your Personal Currency Salesforce article.
Admins can also assign or edit default currency to each Gainsight user from the User Management page.
Multi-Currency Impact
The following table lists all the modules which are impacted due to Multi-Currency enablement.
Impacted Area In The Gainsight Application | Description |
---|---|
360 |
For more information about the impacts on the Company, Relationship, and 360 application after enabling Multi-Currency, refer to the Multi-Currency Impact on 360 article. |
Cockpit and Success Plans |
For more information about the impacts on the Cockpit and Success Plans applications after enabling Multi-Currency, refer to the Multi-Currency Impact on Cockpit and Success Plans article. |
Connectors |
For more information about the impacts on the Connectors such as S3, Salesforce, Dynamics, and Hubspot Connectors after enabling Multi-Currency, refer to the Multi-Currency Impact on Connectors article. |
Data Management |
For more information about how Data Management is impacted when Multi-Currency is enabled in the org, refer to the Multi-Currency Impact on Data Management article. |
Email Assist |
When Multi-Currency feature is enabled in your org, Email Assist allows you to map tokens in the Email Template to a new data type called CURRENCY. For more information, refer to the Multi-Currency Impact on Email Assist article. |
Journey Orchestrator |
A new Currency data type field in Programs to store numeric currency values. For more information, refer to the Multi-Currency Impact on Journey Orchestrator article. |
Renewal Center |
Renewal Center honors Multi-Currency at two levels; User level and Global level. For more information, refer to the Multi-Currency Impact on Renewal Center article. |
Reports and Dashboards |
For more information on how Multi-Currency impacts various areas in Reports and Dashboards, refer to the Multi-Currency Impact on Reports and Dashboards article. |
Rules Engine |
For more information about the impacts on the Rules Engine application after enabling Multi-Currency, refer to the Multi-Currency Impact on Rules Engine article. |
Sally and Company Intelligence |
Multi-currency is available only for the users who are using Sally in Slack and In-App. For more information about the impacts on Sally and Company Intelligence, refer to the Multi-Currency Impact on Sally and Company Intelligence article. |
Scorecards |
Scorecards honors Multi-Currency in two areas; Mass Edit reports and Habits reports. For more information, refer to the Multi-Currency Impact on Scorecards 2.0 article. |
Surveys and CX Center |
For more information on the several impacted areas in Surveys and CX Center, refer to the Multi-Currency Impact on Surveys 2.0 and CX Center article. |
Timeline |
Timeline does not support the Multi-Currency functional improvement. Fields displaying currency data can appear in Timeline, but these are either Number or String fields and do not have an associated currency code. |
X-Org Migration |
In terms of Multi-Currency support, Cross-Org migrations deal with three different types of tenants. For more information, refer to the Multi-Currency Impact on X-Org Migration article. |