Historical Data Processing

When a tenant enables multi-currency for existing Accounts, historical records remain unchanged to preserve their original state. This approach maintains the integrity and stability of historical data. By default, the currency field on all historical records stays as the tenant’s Base Currency.

If specific Accounts require it, you can run a scheduled job to synchronize historical records to the current multi-currency configuration. This lets you align past data with the tenant’s active multi-currency settings using a targeted task.

If you previously implemented multi-currency using a custom solution and later decide to migrate to the platform’s standard multi-currency capability, you must obtain special approval to handle historical records. This approval process ensures data consistency and accuracy and facilitates a smooth system migration and upgrade.

Note: ShareCRM does not currently support real-time exchange rates. You can retrieve and update rates via the OpenAPI: https://open.fxiaoke.com/wiki.html#artiId=1381