Bunker has a simple and convenient way to automatically convert the currency in which your investment results are displayed in both your Analytics dashboards and campaigns.
⚙️ Only users with the “Superuser” and “Brand Admin” roles who have the “Financial Manager” permission can view currency conversions and financial data.
The functionality has two types of setups:
Bunker Conversion. The conversion is performed according to an international API integrated into the platform that evaluates multiple sources.
Custom conversion. Allows you to create custom rules for exchange rates and currency, within configurable periods.
Set your brand's currency
When you create a new brand you can choose the currency you want Bunker to use to show you investment values from paid media networks.
To edit your brand's currency you can:
Click on the button with the currency at the top right of your screen.
Click on the ︙ menu and select “Edit brand”.
Go to Administration, select “Brands” and then click on the ︙ menu and select “Edit Brand”.
Once you are in your brand's editing screen, on the right you will find a drop-down menu to select the currency in which you want to view your investment results.
💰If the currency of the source network matches the chosen currency, no conversion will be made.
Set the exchange rate
Bunker's currency selection comes in two configurations to suit your team's reporting needs.
From your brand's editing, go to the "Currency conversion" tab.
In the "Settings" box, click "Configure."
Select the exchange rate and exchange rate rule.
Bunker exchange rate
Bunker conversion is the default option for calculating exchange rates on our platform. This conversion is done through an international API built into the platform, which evaluates multiple sources to give you the best exchange rate available.
With this option, you don't have to worry about searching for the most favorable exchange rate or doing complicated calculations. Bunker takes care of everything so you can make your transactions quickly and safely.
Custom exchange rateIf you prefer to have more control over the exchange rates and currency in your investment, the custom conversion option is perfect for you. This option allows you to create custom rules for exchange rates and currency, within configurable periods.
In addition, with the custom conversion you can also set your own exchange rates for certain currencies, allowing you to have greater control over your transactions and avoid surprises when making payments.
Exchange value rule
The exchange rate rule determines which quote is taken for the period you have selected in the brand or campaign view. You can choose to take the quote from the first or last day of the period.
Click “Save” to confirm.
Set a custom exchange rate
If you choose to work with a custom exchange rate, you must set the values that Bunker uses to calculate the conversion. To do so, follow these steps:
Click “Add conversion” if this is the first rate you are setting, or the “+” button at the bottom right if you have created other exchange rates before.
Select the period that will affect the exchange rate.
Select the source currency — the currency the network is set to — and the target currency, which you will see from the exchange rate in Bunker.
Click “Save” to confirm, or “Save and create new” to confirm and set a new exchange rate.
