Multi-currency setup
Currency Management
If you are operating in multiple currencies, the amount charged to your customer will be in the
presentment_currency(used in Splio for example for personalization) and the one received in your bank account will be in thebase_currency(used in Splio for example in your dashboards or RFM).Splio systems need to have one
base_currencyper tenant in order to function properly.
As currencies conversion rates are very volatile and maybe quite different depending on your Payment Service Provider, Splio systems do not convert amounts between currencies.
- Currencies need to be codified according to ISO-4217 (for example EUR, USD…).
- We need to have a
base_currencythat is the same for a single tenant, whatever the currency used to charge your customer. - In case you are operating in more than one currency, data can be enriched with a
presentment_currencyand product prices in many currencies that will be usable for message personalization.- Example of a brand operating sales in a single currency, for example, EUR:
In a order file, is included:currency=EUR,total_amount=53.00
In a product file, is included:currency=EUR,price=10.00 - Example of a brand operating sales in many currencies, but consolidating sales in EUR:
In a order file, for a sale that was operated in USD:
Is included:currency=EUR,total_amount=53.00,presentment_currency=USD,presentment_total_amount=59.33
In a product file, is includedcurrency=EUR,price=10.00,price_EUR=10.00,price_USD=11.20
- Example of a brand operating sales in a single currency, for example, EUR:
- Mapping :
| system field | custom_field | |
|---|---|---|
| orders | shipping_amount, discount_amount, tax_amount, total_amount, currency (base currency) | presentment_shipping_amount, presentment_discount_amount,, presentment_total_amount, presentment_currency |
| product | price (base currency by default of the universe is applied) | price_{currency} and other product translation by language such as the title, description... |
Updated about 1 month ago