Valued Contributor


  • There are several options, but approach really depends on the scope of the export (number of periods, rate types, etc…all or partial?).
  • Option 1:  Build an Excel template that can be accessed refreshed and saved as a CSV file. This will enable the saving of the information as a CSV file.
  • Option 2:  Use the standard Application Load/Extract / Extract / FX Rates CSV functionality.
  • Option 3:  Create an XFBR Extensibility Rule (sample here) to query for the rates and export to a CSV file…note this extracts in the same format as Option 2 above.



 Source: Office Hours 2020-10-22 Partner Enablement

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Last update:
‎08-10-2021 12:23 PM
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