Zoho Inventory

FAQ

  currencies

Can I import/export exchange rates?

Importing Exchange Rate

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

The Other gearwheel icon for import and export in currency page

  • 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.

Screen shot for importing exchange rates

  • 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.

Screen shot for Map fields

  • 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.

Screen shot of Preview

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.

Screen shot of exporting exchange rates