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Gainsight Inc.

Multi-Currency Impact on Data Management

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This article explains the impacts on the Data Management application after enabling Multi-Currency. For more information on the Multi-Currency support and the associated configurations, refer to the Configure Multi-Currency Support article.

Data Operation

When Multi-Currency is enabled in your org, if you enter a record manually in any object, you can select the Currency ISO Code field for each record. 

Data Operation > Currency ISO Code.png

If you enter currency values in any field in the object, values are stored in the currency code mentioned above. Selecting the currency ISO code is optional. If you do not select any currency ISO code, currency values in the record are populated with Corporate Currency across Gainsight.

If you want to update the currency ISO code of any record, convert and edit values in the other currency fields with respect to the updated currency ISO code. If you forget to edit the currency values, they are not converted automatically which results in storing incorrect monetary values.

Data Management

Unable to set Currency code for any Field

If your org is supported with single currency or enabled with Multi-Currency feature, Currency code field is not available in any object from the Data Management page. Following image displays Currency code setting for the Currency type fields which is not available in the new currency support.

Note: The same field is also not available for the existing customers enabled with Multi-Currency.

Data Management > Currency code.png

A standard field, Currency ISO Code is created in all of the Gainsight objects to identify a currency code for all the currency values in every record. The currency code may vary for each record in an object. 

Currency ISO Code.png

During data ingestion into these objects through any ingestion channel or Connector, if Currency ISO Code is not mapped or values are not stored in this field, currency values in the object are populated with Corporate Currency across Gainsight. During data ingestion of currency values, if the source currency code is available as supported currency in Gainsight, the values are ingested. If the source currency code is not available as supported currency in Gainsight, the whole record is rejected. 

The record is rejected even if the source currency code is not Active in Gainsight. For more information on the Active supported currencies, refer to the Edit Supporting Currencies section in the Configure Multi-Currency Support article in the Additional Resources section.

Default Currency Field in the User object

A standard field Default Currency is available in the User object to store the User Preferred currency in Gainsight. Admins can either sync each Gainsight user’s Default Currency from SFDC thru Salesforce Connector or assign/edit from the User Management page. For more information on User Level Currency and its usage in Gainsight, refer to the User Default Currency section in the Configure Multi-Currency Support article in the Additional Resources section.

Default Currency Field.png

Admins can add user default currency codes to the bulk user records from the User Management page > CSV Upload. This can be achieved by adding field mapping for Default Currency in the CSV Upload configuration. For more information on the CSV Upload configuration in the User Management, refer to the Gainsight User Management article.

To load default currencies into the Gainsight User object, the source currency codes should be available as supported currencies in the Gainsight Currency Management page. If the source default currencies are not available in Gainsight, the respective user records are not loaded into Gainsight.

In the Salesforce Connector > User Sync job, Gainsight Admins can add user default currency mapping from SFDC to Gainsight. This mapping is from Default Currency ISO Code (SFDC User field) to Default Currency (Gainsight User field) in the field mappings section. This field mapping is required to sync user preferred currency code from SFDC to Gainsight. Once the user preferred currency code is synced, it is populated in the User Management > Default Currency field, where Admins can change this for each user, as required. For more information on this configuration, refer to the Salesforce Connector section in the Multi-Currency Impact on Connectors article in the Additional Resources section.

User Management

When user records are added or edited manually from the User Management page, admins can add Default Currency from the dropdown as shown below. For more information on how to add users manually, refer to the Gainsight User Management article.

Add Users Manually.png

Admins can also add Default Currency header in the CSV file while adding users from CSV, through the User Management page. This CSV header is used to apply field mapping with Default Currency user field during the configuration. This configuration helps adding default currencies to Gainsight user records from CSV. For more information on how to add users from a CSV file, refer to the Gainsight User Management article.