Data Export

Live Exchange Rates on Every Record

A donation comes in marked as €50. The Currency Converter checks today's rate and saves $54.23 to the USD field. Your finance team sees one currency. No manual lookups. No stale rates.

Set Up Currency Conversion

Sound familiar?

Finance Director

You receive payments in 5 currencies. Converting them for monthly reports means looking up exchange rates and multiplying in a spreadsheet. Every month.

Nonprofit Treasurer

International donations arrive in the donor's local currency. Your accounting needs everything in USD, so someone converts each one manually.

E-commerce Manager

Product prices are in your local currency but customers pay in theirs. Reconciling revenue across currencies takes half a day.

What it does

1

Live exchange rates

Uses real-time rates from major financial data providers. Rates update daily so conversions reflect current market values.

2

Multi-currency support

Supports 150+ currencies including USD, EUR, GBP, JPY, CAD, AUD, and most other ISO 4217 currencies.

3

Automatic conversion

Converts on form submission. Source currency detected from a field or set as default. Result saved to a separate number field.

4

Rate logging

Save the exchange rate and conversion date to fields on the record. Full audit trail for financial reporting.

How to set it up

1

Select the source amount field

Choose the currency or number field that contains the amount to convert.

2

Set source and target currencies

Choose the source currency (from a field or a default) and the target currency (typically your reporting currency).

3

Choose output fields

Select fields for the converted amount, exchange rate used, and conversion date.

4

Enable

Activate the converter. Every form submission with a currency value is converted automatically.

Going deeper

Currency options

  • 150+ supported currencies
  • Source currency from a field or default
  • Multiple target currencies simultaneously
  • Crypto currencies (BTC, ETH) supported

Rate handling

  • Daily rate updates
  • Historical rate lookup by date
  • Rate saved to record for audit
  • Conversion date saved to record

Formatting

  • Round to 2 decimal places for display
  • Preserve full precision in a separate field
  • Currency symbol prefix or suffix
  • Thousand separator options

Frequently asked questions

How often are exchange rates updated?

Rates update daily from major financial data providers. Each conversion uses the most recent available rate.

Can I convert to multiple currencies at once?

Yes. Set up multiple converter instances on the same record, like one for EUR to USD and another for EUR to GBP. Each saves to its own field.

Is the exchange rate saved?

Yes. The rate used and the conversion date are saved to fields on the record. Essential for financial audits and reconciliation.

Does it support historical conversions?

Yes. If your record has a date field, the converter can use the exchange rate from that specific date instead of today's rate.

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