Home > Dynamics CRM > CRM 4.0 – Sample Currency Import CSV File

CRM 4.0 – Sample Currency Import CSV File

Multicurrency was a new feature in CRM 4.0.
 
Therefore, I thought I would be good to upload and reference this sample CSV file for uploading currencies into CRM 4.0. You can check the layout incase you would like to know the format required to import currencies into CRM.
 
Steps to import a Currency exchange rate data file (via CRM Web Interface):
  1. Select Import Data from the Tools menu.
  2. Select the file where it is located on your computer.
  3. Select Record Type of Currency.
  4. Because exchange rate files are typically imported on a daily basis, select ‘Allow duplicate records to be imported’
  5. Verify the import was successful by examining the System Jobs (or click the green refresh icon on top of the currecy view to see the new record(s)).

Advanced users could (as an example) built a routine (extending CRM) that could read the CSV file on a daily basis and import it into CRM via the exposed CRM Web Service.

Download Currency Sample CSV file below:
http://www.box.net/shared/q0o8z3cahf

Data Importing made easy!

Greg Olsen
Yellow Duck Guy

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Categories: Dynamics CRM
  1. Andy C
    June 3, 2011 at 2:38 am

    You wrote: “Advanced users could (as an example) built a routine (extending CRM) that could read the CSV file on a daily basis and import it into CRM via the exposed CRM Web Service.”

    I would love to be able to make the daily import process automated. I cannot find a method to execute this process. Do you know of any resources that might explain or show how this can happen? Otherwise its a manual process each day.

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