Setting Up Currency Conversion Rates

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A global economy never rests, but that doesn't mean you can't either. Instead of manually factoring in exchange rates for every little purchase, modify or import them and let Cvent do the math for you.

Setting Up Currency Conversion Rates

1 Access the Currency Details page 
Click Admin in the top-right. Then, hover over Account and, under Localization, click Currencies.

Click on the name of the currency you wish to edit.

2 Add a default conversion rate. Click Edit.

If using other currency for budgeting, switch "Active for budget" to Yes. If your event has fees in another currency, switch "Active for fees (in cross event reports)" to Yes. Enter a new conversion rate in the textbox.

 
User-added image
Click Save.

Or vary the conversion rate based on time. Click Add Rate. Select the start and end dates by clicking the User-added image or typing in the appropriate fields. Enter the conversion rate.

 
User-added image

Click Save.

Importing Conversion Rates

1 Access the Currencies tab. Begin by clicking Admin in the top right. Hover over Account and, under Localization, click Currencies.

Hover over Import in the top-right, then select Currency Date Range or Default Conversion Rate.

2 Download the sample file. Click Download a file, and save the sample file.

 
User-added image


Locate the sample on your computer or network. Right click the file, hover over Open with, and select Microsoft Office Excel.

3 Prepare your data. Do not delete or reorder anything in the first row. These are the column headers. All other rows should contain specific values for each column.


After adding your data, open the File menu and click Save As. In the Save as type dropdown, make sure the Text (Tab delimited) (*.txt) or Excel Workbook (*.xlsx) option is selected. Click Save. If a warning message appears, go ahead and click Yes.

4 Import the file. Back in Cvent, click Browse... to locate the file on your computer or network. Once you're done, click Next
. Map the columns to the Cvent fields and click Next again. Give it a final once-over, then click Finish. Each row beneath the headers will be imported as a new conversion.
 

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A global economy never rests, but that doesn't mean you can't either. Instead of manually factoring in exchange rates for every little purchase, modify or import them and let Cvent do the math for you.

Setting Up Currency Conversion Rates

1 Access the Currency Details page 
Click Admin in the top-right. Then, hover over Account and, under Localization, click Currencies.

Click on the name of the currency you wish to edit.

2 Add a default conversion rate. Click Edit.

If using other currency for budgeting, switch "Active for budget" to Yes. If your event has fees in another currency, switch "Active for fees (in cross event reports)" to Yes. Enter a new conversion rate in the textbox.

 
User-added image
Click Save.

Or vary the conversion rate based on time. Click Add Rate. Select the start and end dates by clicking the User-added image or typing in the appropriate fields. Enter the conversion rate.

 
User-added image

Click Save.

Importing Conversion Rates

1 Access the Currencies tab. Begin by clicking Admin in the top right. Hover over Account and, under Localization, click Currencies.

Hover over Import in the top-right, then select Currency Date Range or Default Conversion Rate.

2 Download the sample file. Click Download a file, and save the sample file.

 
User-added image


Locate the sample on your computer or network. Right click the file, hover over Open with, and select Microsoft Office Excel.

3 Prepare your data. Do not delete or reorder anything in the first row. These are the column headers. All other rows should contain specific values for each column.


After adding your data, open the File menu and click Save As. In the Save as type dropdown, make sure the Text (Tab delimited) (*.txt) or Excel Workbook (*.xlsx) option is selected. Click Save. If a warning message appears, go ahead and click Yes.

4 Import the file. Back in Cvent, click Browse... to locate the file on your computer or network. Once you're done, click Next
. Map the columns to the Cvent fields and click Next again. Give it a final once-over, then click Finish. Each row beneath the headers will be imported as a new conversion.
 

Did this article resolve your issue?

Yes
No

What can we do to make this article better?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
A global economy never rests, but that doesn't mean you can't either. Instead of manually factoring in exchange rates for every little purchase, modify or import them and let Cvent do the math for you.

Setting Up Currency Conversion Rates

1 Access the Currency Details page 
Click Admin in the top-right. Then, hover over Account and, under Localization, click Currencies.

Click on the name of the currency you wish to edit.

2 Add a default conversion rate. Click Edit.

If using other currency for budgeting, switch "Active for budget" to Yes. If your event has fees in another currency, switch "Active for fees (in cross event reports)" to Yes. Enter a new conversion rate in the textbox.

 
User-added image
Click Save.

Or vary the conversion rate based on time. Click Add Rate. Select the start and end dates by clicking the User-added image or typing in the appropriate fields. Enter the conversion rate.

 
User-added image

Click Save.

Importing Conversion Rates

1 Access the Currencies tab. Begin by clicking Admin in the top right. Hover over Account and, under Localization, click Currencies.

Hover over Import in the top-right, then select Currency Date Range or Default Conversion Rate.

2 Download the sample file. Click Download a file, and save the sample file.

 
User-added image


Locate the sample on your computer or network. Right click the file, hover over Open with, and select Microsoft Office Excel.

3 Prepare your data. Do not delete or reorder anything in the first row. These are the column headers. All other rows should contain specific values for each column.


After adding your data, open the File menu and click Save As. In the Save as type dropdown, make sure the Text (Tab delimited) (*.txt) or Excel Workbook (*.xlsx) option is selected. Click Save. If a warning message appears, go ahead and click Yes.

4 Import the file. Back in Cvent, click Browse... to locate the file on your computer or network. Once you're done, click Next
. Map the columns to the Cvent fields and click Next again. Give it a final once-over, then click Finish. Each row beneath the headers will be imported as a new conversion.
 

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
A global economy never rests, but that doesn't mean you can't either. Instead of manually factoring in exchange rates for every little purchase, modify or import them and let Cvent do the math for you.

Setting Up Currency Conversion Rates

1 Access the Currency Details page 
Click Admin in the top-right. Then, hover over Account and, under Localization, click Currencies.

Click on the name of the currency you wish to edit.

2 Add a default conversion rate. Click Edit.

If using other currency for budgeting, switch "Active for budget" to Yes. If your event has fees in another currency, switch "Active for fees (in cross event reports)" to Yes. Enter a new conversion rate in the textbox.

 
User-added image
Click Save.

Or vary the conversion rate based on time. Click Add Rate. Select the start and end dates by clicking the User-added image or typing in the appropriate fields. Enter the conversion rate.

 
User-added image

Click Save.

Importing Conversion Rates

1 Access the Currencies tab. Begin by clicking Admin in the top right. Hover over Account and, under Localization, click Currencies.

Hover over Import in the top-right, then select Currency Date Range or Default Conversion Rate.

2 Download the sample file. Click Download a file, and save the sample file.

 
User-added image


Locate the sample on your computer or network. Right click the file, hover over Open with, and select Microsoft Office Excel.

3 Prepare your data. Do not delete or reorder anything in the first row. These are the column headers. All other rows should contain specific values for each column.


After adding your data, open the File menu and click Save As. In the Save as type dropdown, make sure the Text (Tab delimited) (*.txt) or Excel Workbook (*.xlsx) option is selected. Click Save. If a warning message appears, go ahead and click Yes.

4 Import the file. Back in Cvent, click Browse... to locate the file on your computer or network. Once you're done, click Next
. Map the columns to the Cvent fields and click Next again. Give it a final once-over, then click Finish. Each row beneath the headers will be imported as a new conversion.
 

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
A global economy never rests, but that doesn't mean you can't either. Instead of manually factoring in exchange rates for every little purchase, modify or import them and let Cvent do the math for you.

Setting Up Currency Conversion Rates

1 Access the Currency Details page 
Click Admin in the top-right. Then, hover over Account and, under Localization, click Currencies.

Click on the name of the currency you wish to edit.

2 Add a default conversion rate. Click Edit.

If using other currency for budgeting, switch "Active for budget" to Yes. If your event has fees in another currency, switch "Active for fees (in cross event reports)" to Yes. Enter a new conversion rate in the textbox.

 
User-added image
Click Save.

Or vary the conversion rate based on time. Click Add Rate. Select the start and end dates by clicking the User-added image or typing in the appropriate fields. Enter the conversion rate.

 
User-added image

Click Save.

Importing Conversion Rates

1 Access the Currencies tab. Begin by clicking Admin in the top right. Hover over Account and, under Localization, click Currencies.

Hover over Import in the top-right, then select Currency Date Range or Default Conversion Rate.

2 Download the sample file. Click Download a file, and save the sample file.

 
User-added image


Locate the sample on your computer or network. Right click the file, hover over Open with, and select Microsoft Office Excel.

3 Prepare your data. Do not delete or reorder anything in the first row. These are the column headers. All other rows should contain specific values for each column.


After adding your data, open the File menu and click Save As. In the Save as type dropdown, make sure the Text (Tab delimited) (*.txt) or Excel Workbook (*.xlsx) option is selected. Click Save. If a warning message appears, go ahead and click Yes.

4 Import the file. Back in Cvent, click Browse... to locate the file on your computer or network. Once you're done, click Next
. Map the columns to the Cvent fields and click Next again. Give it a final once-over, then click Finish. Each row beneath the headers will be imported as a new conversion.
 

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
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Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
A global economy never rests, but that doesn't mean you can't either. Instead of manually factoring in exchange rates for every little purchase, modify or import them and let Cvent do the math for you.

Setting Up Currency Conversion Rates

1 Access the Currency Details page 
Click Admin in the top-right. Then, hover over Account and, under Localization, click Currencies.

Click on the name of the currency you wish to edit.

2 Add a default conversion rate. Click Edit.

If using other currency for budgeting, switch "Active for budget" to Yes. If your event has fees in another currency, switch "Active for fees (in cross event reports)" to Yes. Enter a new conversion rate in the textbox.

 
User-added image
Click Save.

Or vary the conversion rate based on time. Click Add Rate. Select the start and end dates by clicking the User-added image or typing in the appropriate fields. Enter the conversion rate.

 
User-added image

Click Save.

Importing Conversion Rates

1 Access the Currencies tab. Begin by clicking Admin in the top right. Hover over Account and, under Localization, click Currencies.

Hover over Import in the top-right, then select Currency Date Range or Default Conversion Rate.

2 Download the sample file. Click Download a file, and save the sample file.

 
User-added image


Locate the sample on your computer or network. Right click the file, hover over Open with, and select Microsoft Office Excel.

3 Prepare your data. Do not delete or reorder anything in the first row. These are the column headers. All other rows should contain specific values for each column.


After adding your data, open the File menu and click Save As. In the Save as type dropdown, make sure the Text (Tab delimited) (*.txt) or Excel Workbook (*.xlsx) option is selected. Click Save. If a warning message appears, go ahead and click Yes.

4 Import the file. Back in Cvent, click Browse... to locate the file on your computer or network. Once you're done, click Next
. Map the columns to the Cvent fields and click Next again. Give it a final once-over, then click Finish. Each row beneath the headers will be imported as a new conversion.
 

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.