This update allows you to do a mass update of currency rates. You must have the CSV file formatted in a way that Fishbowl knows what to do with the data. This is easiest to do with a spreadsheet program.
All fields will be of one type:
|Name||Text||The currency name. Required|
|Code||Text||The currency code. Required|
|Active||Text||Whether or not the currency is active. Valid values are "TRUE" and "FALSE". If left blank, import will assume FALSE.
|QuickBooksCurrencyRate||Numeric||The QuickBooks currency rate. This is the way QuickBooks displays currency conversions. This converts from the foreign currency to your home currency. Required - If GlobalCurrencyRate is note present|
|GlobalCurrencyRate||Numeric||The world standard currency rate. This converts from your home currency to the foreign currency. Required - If QuickBooksCurrencyRate is note present|
In order to import your data, you must first export it to a CSV text file. All major spreadsheet programs can export data in this format. If you do not know how to export your data to a CSV file, please refer to the documentation of your spreadsheet program.
When exporting to CSV format, make sure to verify the following: