Currencies on customer


What would be the best way to automatically assign all currencies to a newly created customer?

Thanks for your help.

Beginner Asked on December 4, 2019 in Best Practices.
Add Comment
1 Answer(s)

Currently only via CSV import.

Beginner Answered on December 10, 2019.

Ok, but by adding lines manually per currency to add, right?


on December 10, 2019.

I’m not sure that I understand what you mean.

That’s how I’d do it:

Just navigate to Lists –> Accounting –> Currencies and export the file to excel.

use the combination of customer’s internal ID with all the currencies’s internal ID.

Once file is ready with all the relevant customer/currencies combinations import that CSV file.

on December 10, 2019.

Ok thanks!

on December 10, 2019.
Add Comment

Your Answer

By posting your answer, you agree to the privacy policy and terms of service.
  • This site made possible by our sponsors:   Tipalti   Celigo   Become a Sponsor   Become a Sponsor