Historical Data Processing

When multi-currency configuration is enabled for existing Accounts, historical data remains unaffected and retains its original state. This setting ensures the integrity and stability of historical records. By default, all historical data currency fields will remain in the tenant’s Base Currency.

For Accounts with specific requirements, scheduled tasks can be used to synchronize historical data with the current multi-currency configuration. This allows matching historical records with existing multi-currency settings.

If custom multi-currency implementation was previously configured and you later decide to switch to the platform’s standard capability, special approval is required to process historical data. This approval workflow maintains data consistency and accuracy while ensuring smooth system migration and upgrades.

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Note: ShareCRM currently doesn’t support real-time exchange rates. You may retrieve and update rates via OpenAPI: https://www.sharecrm.com/open/wiki-en/wiki-en.html#artiId=215