Resolving currency validation errors in HubSpot integration

The error message

If you encounter a currency validation error, you may see the following error message:

1{
2  "error": "Property values were not valid",
3  "details": [
4    {
5      "isValid": false,
6      "message": "\"CURRENCY\" is not a part of the current effective currency codes for portal 19812339",
7      "error": "INVALID_OPTION",
8      "name": "deal_currency_code"
9    }
10  ]
11}

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:

1. Log in to your HubSpot account.
2. In the top navigation bar, click the settings ⚙️ icon.
3. In the left sidebar menu, navigate to Account defaults.
4. Click the Currencies tab.
5. Click Add currency.
6. In the Currency dropdown menu, select the currency you want to add.
7. Click Save.

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:

1. Log in to your Fundraise Up Dashboard.
2. Go to Settings → Integrations.
3. Select the HubSpot integration.
4. Open the Mapping Rules tab.
5. Locate the following default mappings:
   1. Donation → amount mapped to Deal → amount
   2. Donation → currency mapped to Deal → currency
6. Update these mapping rules to use Converted Amount and Default Currency.
7. Click Save changes to apply your updates.

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.