Setting Multiple Transaction Currencies for Customers Import

The Multiple Currencies feature enables us to enter sales transactions in multiple currencies for individual customers.

When this feature is enabled, you can define a primary currency for customers by including the Currency body field in your CSV file and mapping it in the Import Assistant, exactly as you would without the feature enabled. However, you can also define additional currencies that can be used in this customer’s transactions, called transaction currencies, by mapping a Currencies sublist Currency field to an additional Currency field in your CSV file, for each additional currency to be supported.

To import transaction currencies for a customer:

1. In your Customers CSV file, add a column for each additional currency that you want to support, with a different name for each column, for example: TransCurrency1, TransCurrency2, TransCurrency3.
2. Start a Customers import.
3. On the Field Mapping page, after you have mapped other customer fields as necessary, map the Customer Currencies 1 sublist’s Currency field to an additional currency column in your CSV file.
4. Click the + sign next to the Customer Currencies folder to create another Customer Currencies sublist, and map that Currency field to another currency column in your CSV file.
5. Repeat step 4 until all currency columns in your CSV file are mapped.

6.Complete the import as you normally would.