Name of Feature/Request: To enable Multi-Currency functionality when using the API for creating Sales Orders
What financial, time savings, or quality of life improvements will occur from this: To Create a Sales Order through the API with a currency that is not the same as the home currency | Frequency: Once they close a deal in HubSpot, the creation of the Sales Order occurs, so you could say it happens on a daily basis | Our customer has an integration with Workato, which automates the creation of Sales Orders in Striven via the Striven API when a deal is closed in HubSpot (Another CRM). However, the integration is failing to create the Sales Orders due to persistent errors, forcing the customer to create them manually.Our API Integration Guide mentions currency handling, but its limitations have caused some confusion for the customer. As Firefly EMEA is an international company managing various currencies, improving this feature would significantly streamline their process and eliminate the need for manual Sales Order creation.
Attempted Solutions So Far: Using the API, please follow these steps:
Add the following information:
Sales Order Status: Mark it as ‘Cancelled.’
Customer Notes: Add the customer name to easily identify which customer the Sales Order belongs to.
Once this is set up, create the Sales Order using the API. After it appears in the Striven System, copy the Sales Order and update the customer name on the newly copied Sales Order.
Additionally, create a custom field and use the report builder with the Sales Order dataset for easier tracking of the Sales Orders.
When using the API for creating Sales Orders receiving the error: 400 Bad Request { “message”: “Customer currency should match with Home Currency (GBP)”, “modelState”: { “invalid_Customer_Currency”: [ “Customer currency should match with Home Currency (GBP)” ] } } when building an automation between Striven and HubSpot using the API connection when creating Sales Order:
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: They are pushed to create the Sales Order manually
StrivenID: 4472871