Import Currency Rate Set

Admin > Administration Console > Global Defaults > Currency Rate Settings >

When administrators import a currency exchange rate set from a CSV file, all existing active currencies must be listed in the table and must be sorted as they are in Touchstone Re. If the table includes duplicate currencies, Touchstone Re will reject the import. The file name must be unique: if you export a currency exchange rate set and then import it, rename the rate set before importing it.

Procedure

To import a currency exchange rate set:

  1. After clicking , browse to the location of the currency file that you want to import.

    The path must be a valid UNC path, such as to a shared network folder.

  2. Select the currency file and then click Open.
  3. Click Import.

Results

If a file with the same name exists, the system prompts you to decide whether to replace it or not. If a file with the same name does not exist, the import process continues and the imported currency file is included in the list of currency rate sets.