How to Create a Project from HubSpot Using a Different Currency in PSOhub

Published: 1 June 2026

Audience

• Admin

• Controller

• Project Manager

Objective

This article explains how to create a PSOhub project from a HubSpot deal that uses a currency different from your organization's base currency, so that quotes, contracts, time tracking, expenses, and invoices are all managed in the correct currency.

Step 1: Create a Deal in HubSpot with the Correct Currency

1. In HubSpot, create a new deal.
2. Set the Amount and Currency fields to the required currency (for example, Swedish Krona — SEK).
3. Complete the deal record and save. The deal amount is displayed in the selected currency on the deal record.

Step 2: Create a Project in PSOhub Linked to the HubSpot Deal

1. In PSOhub, navigate to Projects and click + Create project. 
2. Select HubSpot in the Create Project dialog box.
3. Select the deal you created in HubSpot. You can scroll through the list or type the first few letters of the deal name to filter results.
4. Enter the Project Name and select a contract template from the Contract Template dropdown.
5. In the Currency field, confirm the currency matches the deal currency in HubSpot (for example, SEK).
6. Complete the required fields and move onto the next steps.

       7.    Click Create Project to complete the project setup.

Step 5: Update Contract Line Values

Once the project is created, the selected currency is reflected in the Currency, Deal amount, Total project value, and all contract line fields.

If your contract template contained pre-defined values, these are brought across as absolute values from the template — not converted amounts. You will need to update them to match the agreed amounts signed off with your client.

1. Open the project and navigate to the Financials tab.
2. Click each contract line to update the Amount and Budget values to the agreed figures in the project currency.
3. Click Save on each line.

Step 6: Add Team Members

After the project is created, add your team members and assign their roles with rates defined in the project currency.

1. Navigate to the Team tab of the project.
2. Click Add Member(s) and select your team members.
3. Confirm that the selling and cost rates displayed are in the project currency.
4. Click Save.

For full details on adding team members, see Team Members and Rates in Your Project in PSOhub.

Result

Your project is created in the non-base currency selected from the HubSpot deal. All time entries, expenses, and invoices generated for this project will be recorded and displayed in that currency, keeping your financials accurate for international engagements.

Next Steps

✅ Add team members and define their rates
Assign team members to the project and set their selling and cost rates in the project currency. Team members and rates in your project in PSOhub

✅ Set up currencies in PSOhub
Configure additional currencies and exchange rates for your organization.
How to create currencies and change their exchange rate in PSOhub

Related Articles

• How to Create and Assign Roles with Different Currencies
• How to Integrate PSOhub Activity Feeds in HubSpot
• Multi-Currencies in PSOhub: What They Are and How They Work