---
schema_version: "1"
id: 129f209f7b2f3abc24900027677206fd36f718e7ad86a01ee6a08635acc4e92e
title: Import Currency Rates in Salesforce Spiff
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_import_currency.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_import_currency.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f6dc9e78db9df76f114dabfa452d2effbb12b92d4011e2e4c4ba68787f912f37
description: If you don't sync currency rates from Salesforce in Salesforce Spiff, you can specify your own conversation rate from your corporate currency setting in Spiff to other currencies. Download, modify, and upload a template currency rate file.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Import Currency Rates in Salesforce Spiff

If you don't sync currency rates from Salesforce in Salesforce Spiff, you can specify your own conversation rate from your corporate currency setting in Spiff to other currencies. Download, modify, and upload a template currency rate file.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an additional cost in: <strong>Professional</strong> Edition with Web Services API Enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d60296e76">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d60296e76 ">To import currency rates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d60296e76 ">
              <p>A Spiff <a href="https://help.salesforce.com/s/articleView?id=sales.spiff_users_roles_and_permissions.htm&amp;release=264.0.0&amp;type=5" title="Give users the appropriate level of access so they can be successful in Salesforce Spiff, and enforce the principle of least privilege. Assign a default role to each user, or create custom roles with access to specific Spiff functionality.">user role</a> with this permission turned on.</p>
              <p style="margin-bottom:0;">Currency Rates: Manage</p>
            </td>

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1. From the Admin menu in Spiff, select **Users**.
2. Click **Currency Rates**.
3. Click the Upload icon.
4. In the window that opens, download the example file.
5. Edit the example file you downloaded.
    
      
    | Field | Required? | Description |
    | --- | --- | --- |
    | external\_id | Required | A unique ID for the currency rate record. We recommend that you follow the pattern where you concatenate effective\_as\_of date with currency\_code. If you reuse an external ID, the existing record with this ID is replaced. |
    | from\_currency\_code | Required | An ISO 4217 three-letter currency code that matches your corporate currency. For supported currency codes, see [Currency in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_currency.htm&release=264.0.0&type=5 "If your company pays commission in multiple currencies, you can define a primary company currency in Salesforce Spiff and individual reps can specify a preferred currency. To do any calculations with currency amounts, convert amounts to the same currency first. Calculate all rules in the same currency."). |
    | currency\_code | Required | An ISO 4217 three-letter currency code for the currency that you're converting to. For supported currency codes, see [Currency in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_currency.htm&release=264.0.0&type=5 "If your company pays commission in multiple currencies, you can define a primary company currency in Salesforce Spiff and individual reps can specify a preferred currency. To do any calculations with currency amounts, convert amounts to the same currency first. Calculate all rules in the same currency."). |
    | effective\_as\_of | Required | The date when the currency rate goes into effect. Use YYYY-MM-DD format. |
    | rate | Required | The conversation rate from the corporate currency to the currency that currency\_code specifies. The value can include a decimal point. |
    | rate\_type | Optional | Reserved for future use. Leave this field blank. |
    
    ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/images/icon_tip.png)
    
    Tip If you edit the example file in Microsoft Excel, take care that dates are formatted YYYY-MM-DD. If Excel changes the format automatically, revert the format by placing a ' mark at the front of the date. For example, the 1/1/2025 date can be updated to the correct format by entering '2025-01-01 in the cell.
    
    ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/images/icon_important.png)
    
    Important Don’t change any field names or the name of the conversion\_rates tab.
6. Browse to or drag the downloaded file that you edited, and upload it to Spiff.

The currency records are added to the table. You can use these currency notes when specifying a rep’s preferred currency, and you can reference them in quota tables. If the uploaded file contains errors, Spiff doesn’t import the records with errors.

#### See Also

- [Currency in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_currency.htm&release=264.0.0&type=5 "If your company pays commission in multiple currencies, you can define a primary company currency in Salesforce Spiff and individual reps can specify a preferred currency. To do any calculations with currency amounts, convert amounts to the same currency first. Calculate all rules in the same currency.")