---
title: "Convert currency"
slug: "convert-currency"
description: "The Sales IQ data model assumes that all customers transact in a single currency. If your data uses multiple currencies, you must normalize the data to a single currency."
updated: 2023-10-06T14:08:51Z
published: 2023-10-06T14:08:51Z
canonical: "docs.zilliant.com/convert-currency"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Convert currency

The Sales IQ data model assumes that all customers transact in a single currency. If your data uses multiple currencies, you must normalize the data to a single currency.

To view the currencies your customers use in transactions, go to the Sales IQ Customers worksheet and navigate to the cells under the **Customer Currency** calculated column. Depending on your user permissions, the worksheet will resemble the following image.

![SIQ Customers worksheet](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/SIQ%20Customers%20worksheet.png?sv=2026-02-06&spr=https&st=2026-11-12T13%3A38%3A05Z&se=2026-11-12T14%3A38%3A05Z&sr=c&sp=r&sig=%2FI2yMB4cN1MsQ8kL3WMW0bRfIoiHSUmtjo88t7is%2FbQ%3D)

To edit the **Customer Currency** column’s rules:

1. Select **Column and KPI Settings**. This displays the Column and KPI Settings sidebar.
2. Go to the **Column** tab and select the **Customer Currency** card.
3. In the **Column definition** text box, edit the calculation as desired.  

![Column settings - currency](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Column%20settings%20-%20currency.png?sv=2026-02-06&spr=https&st=2026-11-12T13%3A38%3A05Z&se=2026-11-12T14%3A38%3A05Z&sr=c&sp=r&sig=%2FI2yMB4cN1MsQ8kL3WMW0bRfIoiHSUmtjo88t7is%2FbQ%3D)
4. Select **Save**.

To learn more about editing KPI cards, read [Manage KPI cards](/v1/docs/manage-kpi-cards).

## Manage conversions

To manage currency conversions, go to the Currency Conversion worksheet. Depending on your user permissions, the worksheet will resemble the following image.

![Currency Conversion worksheet](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Currency%20Conversion%20worksheet.png?sv=2026-02-06&spr=https&st=2026-11-12T13%3A38%3A05Z&se=2026-11-12T14%3A38%3A05Z&sr=c&sp=r&sig=%2FI2yMB4cN1MsQ8kL3WMW0bRfIoiHSUmtjo88t7is%2FbQ%3D)

Each currency has the following attributes:

- **Currency**—Unique ID for the currency. This attribute must match one the values under the **Customer Currency** column in the Sales IQ Customers worksheet.
- **Conversion Rate**—The 1/*n* quotient between the currency defined in the **Customer Currency** column’s settings and the current currency.

          For example,

          

If one US Dollar (USD) is worth 0.92 Euro (EUR), and you want to convert transactions that use EUR to USD, then the Conversion Rate for EUR is 1.08695652174 (1/0.92).

To add a currency:

1. Go to the top-right corner and select **Add**.
2. Complete all required fields.
3. Select **Save**.

To navigate, go to **Sales IQ** > **Engine Config** > **Sales IQ Customers**.

![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Glossary/table_60(1).png?sv=2026-02-06&spr=https&st=2026-11-12T13%3A38%3A05Z&se=2026-11-12T14%3A38%3A05Z&sr=c&sp=r&sig=%2FI2yMB4cN1MsQ8kL3WMW0bRfIoiHSUmtjo88t7is%2FbQ%3D)

Column and KPI Settings

To navigate, go to **Sales IQ** > **Engine Config** > **Currency Conversion**.

![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Glossary/add_60(1).png?sv=2026-02-06&spr=https&st=2026-11-12T13%3A38%3A05Z&se=2026-11-12T14%3A38%3A05Z&sr=c&sp=r&sig=%2FI2yMB4cN1MsQ8kL3WMW0bRfIoiHSUmtjo88t7is%2FbQ%3D) Add