Loading Currencies from Excel

Owned by Adam Davis
Last updated: Jul 28, 2023
1 min read

The currency rates can be loaded from Excel using the Load Currency popup.


Click for a guided walkthrough …

For a given currency version, year, and Lead Currency, the spreadsheet must have the currency type in column 1, the Included Currency to in column 2 and the 12 Months in the remaining columns.

Exchange rates are incrementally loaded from excel to Apliqo FPM. If an included currency is missing from the excel sheet, that currency is not loaded.