Resolving Currency Validation Errors in HubSpot Integration
When integrating Fundraise Up with HubSpot, you may encounter a currency validation error if you have donors contributing in various currencies. This error occurs due to an update released by HubSpot called "Enforcing Deal Currency Code Validation." The update aims to improve data quality by validating the deal currency code and ensuring that only valid currency codes are used.
The Error Message
If you encounter a currency validation error, you may see the following error message:
1Property values were not valid: [{"isValid":false,"message":"\\"CURRENCY\\" is not a part of the current effective currency codes for portal 19812339","error":"INVALID_OPTION","name":"deal_currency_code"}]This error indicates that the currency code being synced to HubSpot is not recognized as a valid currency code within your HubSpot account.
Reasons for the Error
Prior to the update, HubSpot allowed any currency code to be set for a deal, even if it was not a valid or recognized currency code. This led to less reliable data in customer accounts. With the new update, HubSpot enforces currency code validation to ensure data integrity and consistency.
Solution 1: Add Missing Currency to HubSpot Settings
One way to resolve the currency validation error is to add the missing currency to your HubSpot account settings. Here's how you can do it:
- Log in to your HubSpot account.
- Navigate to the settings page.
- Look for the "Currencies" or "Currency Settings" section.
- Add the missing currency code to the list of recognized currencies in HubSpot.
- Save the changes.
By adding the currency code to your HubSpot settings, you ensure that the currency is recognized as valid when syncing donations from Fundraise Up to HubSpot.
Solution 2: Set Up Currency Mapping Rule in Fundraise Up
Another solution is to set up a mapping rule in Fundraise Up to convert all foreign currencies to the default currency of your account. Here's how you can do it:
- Log in to your Fundraise Up account.
- Go to the "Integrations" section.
- Select the HubSpot integration.
- Look for the currency mapping settings.
- Configure a rule to map all foreign currencies to your default currency.
- Save the changes.
By setting up this mapping rule, Fundraise Up will automatically convert any foreign currency donations to your default currency before syncing them to HubSpot. This ensures that the currency code is always valid and recognized by HubSpot.