# Currency Setting

Please make sure that the Currency in Sage CRM and Sage X3 match. For example, if the Base Currency is $(USD). Sage CRM has a ‘$’ symbol, while ERP has ‘USD’. Hence the Currency symbol must be changed to ‘USD’ in Sage CRM.

1. Go to Administration->Data management->Currency configuration.
2. If the Base Currency is $(USD), change it to some other currency.

   <figure><img src="/files/6eb3XhWsO7tYfeQTtWVp" alt=""><figcaption></figcaption></figure>
3. Go to Administration->Data Management->Currency.   You will find the currency ‘$’ in the list as shown below
4. Click on the ‘US Dollar’, and you find the following

   <figure><img src="/files/6w9BEtPHhAa3MVEZFJlI" alt=""><figcaption></figcaption></figure>
5. Change its symbol from $ to USD.
6. Again Go to Administration->Data Management->Currency configuration and change the base currency to “USD”.

• Other Requirements: -

1. A dedicated Admin-level Sage CRM User with access to Sage CRM Web services and external login access.
2. A dedicated Sage X3 User with web service access.
3. A Sage X3 Web service Pool: - Require Sage X3 web service pool which will be used by Sage CRM for connection with Sage X3.


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