Import exchange rates

Question

Answer

From
Integration
>
Import Data
, you can select the version you wish to import data to
Then select Download Template at the bottom
In the second tab in the Excel template file, you will populate the Account columns with the exchange rate pair names (whatever format you would like, as you will be making a mapping to the exchange rates with the name you chose)
The level column will be the TOP LEVEL/CORPORATE LEVEL in your organization
You can remove the default "Region" column
"Split label" can be left blank
You can then enter the desired months of data
From the Import Data screen, you will import this template file
From Account Mappings, you can match the Account names in your import file to the Exchange rates in Adaptive
Make sure you are import to the correct type (such as EOM vs Avg)
You can then verify the import from
Admin
>
Enter Currency Exchange Rates
The version you imported to can be changed in the upper-right if needed.