Convert Currency
Infoveave Data Automation — Numeric
Salaries in USD, EUR, GBP, and INR across 500 employee records all land in a single INR column in one step — no VLOOKUP against a rate table, no manual exchange rate entry.
Global datasets routinely mix amounts from different currencies — employee salaries, international sales, cross-border expenses — stored in ISO 4217 format with the currency code appended to the value. Analyzing these datasets requires conversion to a single currency before aggregation, comparison, or reporting. Maintaining a currency conversion formula that references a rate table is fragile: the table needs to be updated, formulas break when rows are added, and the conversion logic must be rebuilt for each new report. Convert Currency handles this automatically using current exchange rates, reading the currency code from each row's value, and writing the converted amount to a new output column configured to the target currency.
What Convert Currency does
Convert multi-currency transaction amounts to a single target currency using live exchange rates in Infoveave. Standardize international salary, revenue, and expense columns containing ISO 4217 formatted values like 20000.00 USD to any target currency without maintaining exchange rate lookup tables.
When to use Convert Currency
- You are processing an employee compensation or expenses dataset where amounts are stored in each employee's local currency appended with the ISO code, and need all amounts converted to a single reporting currency — such as INR or USD — for global headcount cost analysis
- You are analyzing international sales or revenue data where each transaction includes an amount in the local market currency and need all values expressed in the corporate reporting currency before computing regional totals and growth percentages
- You are consolidating invoices or payable records from multiple suppliers in different countries where each invoice amount is in the supplier's local currency and need a unified converted column for the accounts payable dashboard
- You are preparing a compliance or audit report that requires all financial figures to be presented in the reporting entity's functional currency and source data arrives in mixed currencies
When to avoid it
- Your column stores only the numeric amount without a currency code — for example 20000 with a separate Currency column — that two-column format requires a lookup join rather than Convert Currency, which expects the amount and currency code in a single combined field
- You need historical fixed-rate conversion using rates from a specific past date rather than current exchange rates — Convert Currency uses live rates and is appropriate for current-value reporting rather than historical-rate accounting
- You need to split the ISO-formatted currency column into separate amount and currency code columns without converting — use Split Currencies for that decomposition
Where it fits in your Infoveave automation
Convert Currency is one step inside a multi-step Infoveave workflow. Chain it with other activities — no code, no manual hand-offs.
Build this workflow visually in Infoveave Data Automation — drag, connect, and schedule with no infrastructure setup.
How teams use Convert Currency
Real scenarios where this transformation saves hours of manual work.
Standardize International Employee Salaries to INR for HR Reporting
A global HR team processes a headcount dataset where each employee's annual salary is stored as an ISO 4217 formatted value in their local currency — 20000.00 USD for US employees, 35000.00 EUR for European employees, 120000.00 INR for Indian employees. Convert Currency is configured with the amount column as input and INR as the target currency. The output INR column contains all salaries expressed in Indian Rupees, enabling budget aggregation, cost-per-region analysis, and headcount cost comparison without manual rate lookups.
Unify International Sales Figures in USD for Dashboard Reporting
A retail analytics team ingests daily sales data from stores across the US, UK, Germany, and Japan. Each daily total is recorded in the local store currency appended with its ISO code. Convert Currency converts all daily sales to USD so the regional performance dashboard displays comparable figures on a single scale, allowing revenue trends to be compared across regions without currency-scale distortion.
Convert Supplier Invoice Amounts to EUR for Accounts Payable Summary
A manufacturing company processes supplier invoices from vendors in Asia, Europe, and the Americas where each invoice amount is in the vendor's local currency. Convert Currency converts all invoice amounts to EUR, the company's functional currency, enabling the accounts payable team to view total payables in a single currency on the AP summary report and set payment approval thresholds that apply consistently across all vendor currencies.
See Convert Currency in action
Input data (left) is transformed using the configuration below. The output table (right) is ready for dashboards or downstream steps.
amount_in_isoINRINRtrueInput Data
| EmployeeID | Name | amount_in_iso |
|---|---|---|
| E001 | John Doe | 20000.00 USD |
| E002 | Marie Dupont | 35000.00 EUR |
| E003 | Carlos Gómez | 30000.00 GBP |
| E004 | Ravi Patel | 120000.00 INR |
| E005 | Sophie Müller | 50000.00 JPY |
Output Data
| EmployeeID | Name | amount_in_iso | INR |
|---|---|---|---|
| E001 | John Doe | 20000.00 USD | 1727369.00 INR |
| E002 | Marie Dupont | 35000.00 EUR | 3167388.86 INR |
| E003 | Carlos Gómez | 30000.00 GBP | 3226744.82 INR |
| E004 | Ravi Patel | 120000.00 INR | 120000.00 INR |
| E005 | Sophie Müller | 50000.00 JPY | 27718.43 INR |
Configuration
Key fields to configure in the Infoveave workflow builder. Full reference available in the documentation.
Column Name
Select the column that contains values in the combined amount-and-ISO-code format such as 20000.00 USD or 35000.50 EUR. Each row's value must include both the numeric amount and the three-letter ISO 4217 currency code separated by a space. Infoveave reads the currency code from each row independently, so mixed currencies across rows in the same column are handled correctly.
Convert To
Enter the ISO 4217 target currency code — for example INR, USD, EUR, GBP, AED, SGD — into which all row amounts will be converted. All rows are converted to the same single target currency regardless of their source currency. Exchange rates are applied using current rates at the time the workflow runs.
Output Column
Name the new column that will contain the converted amounts. The converted values are written as numeric amounts in the target currency. Configure Include Original to retain the source ISO-formatted column alongside the converted column when the original currency codes need to be preserved for reference.
Frequently asked questions
Everything you need to know about Convert Currency in Infoveave.
Also in Numeric — and what runs before & after
Transformations in the same family as Convert Currency, often chained together in the same Infoveave workflow.
Part of Infoveave Data Automation
80+ transformations. Zero manual steps.
Convert Currency is one of over 80 transformation activities available inside Infoveave workflows. Chain transformations together — no code, no exports, no waiting for IT.
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