Can I import/export exchange rates?

Importing Exchange Rate

You can also import exchange rate instead of manually entering them. To import exchange rates:

• Click on the Settings icon.
• Click on More Settings.
• Click on Currencies.
• Click on the other gear wheel icon, near the +New Currency button and choose Import Exchange Rates option from the drop down.
• Select the relevant CSV or TSV file from your hard drive.
• Ensure that you select the correct character encoding type.
• Click on Next to proceed to mapping fields.

• A Map Fields screen that appears, map the fields mentioned in your import file with the fields of Zoho Inventory.
• Assign the appropriate title to the fields of the import file.
• Select the decimal type under the rate.
• In case you wish to save this preference for future imports, click on the check box.
• Click on Next to proceed further.

• In the Preview window that appears, you can view a synopsis of information such as number of correct items that can be imported, no of records skipped and unmapped fields.
• Click on Import to finish importing the file.

Please Note:

• You have the option to download a sample file to compare it to the file you are importing to ensure that the import is quick and efficient.
• Click on Sample file to download it to your computer.

Exporting Exchange Rate

To export Exchange Rates:

• Click on the Settings icon.
• Click on More Settings.
• Click on Currencies.
• Click on the Export Ex. Rates As button provided on the top right hand side of currencies screen.
• Select from either CSV or XLS file format.
• Select a location on your computer to save the file.