Currencies in CRM: Overview of Methods

Currency in CRM helps to work with clients from different countries. For example, the primary currency in which the company conducts transactions is rubles. The manager adds products priced in rubles to the deal, while the client pays in their preferred currency—tenge. The manager simply needs to change the currency of the deal in the detail form—Bitrix will automatically calculate the cost of the products in tenge based on the exchange rate set in the settings.

Quick navigation: all methods and events

User documentation: currencies in Bitrix24

Currency Relation to CRM ObjectsCurrency Relation to CRM Objects

Products. The price of a product item can be specified through price methods. All price type fields are composite—the amount and currency are changed separately. To specify or change the currency, use the currency parameter and pass the currency identifier in the format RUB.

Standard field "Amount and Currency." This field shows the total amount of products and the currency in deals, leads, invoices, estimates, and SPAs. The Amount and Currency field is composite, with the amount and currency changing separately. To specify or change the currency, use the CURRENCY_ID parameter and pass the currency identifier in the format RUB.

Custom field of type "Money." To specify or change the currency value, pass the amount and currency code in the format 100|RUB.

Base CurrencyBase Currency

The base currency is the currency in which the company conducts transactions.

• If you create or modify a CRM entity without passing the currency code, the base currency is set automatically.
• If you change the currency in the field, the amount will be recalculated based on the base currency exchange rate.

To find out the base currency, use the method crm.currency.base.get. To change the base currency, use the method crm.currency.base.set.

Currency Exchange RateCurrency Exchange Rate

The exchange rate of any currency in Bitrix is calculated in relation to the base currency.

To change the exchange rate of a currency to the base, use the currency update method—crm.currency.update. Set the ratio in the AMOUNT parameter.

Currency LocalizationCurrency Localization

Currency localization refers to the rules for writing numbers and placing the currency symbol in different languages.

To change or remove currency localization settings, use the group of methods crm.currency.localizations.*.

Overview of MethodsOverview of Methods

Scope: crm

Who can execute the method: depends on the method