Enabling the Download Exchange Rates integration

You must enable the Download Exchange Rates integration to schedule the download of the Exchange Rates.

Note:  Only the users with the Administrator role can execute this process.

To enable this integration:

  1. On the Navigation Bar, go to Integration > Integrations. The Integrations List view is displayed.
  2. Click Download Exchange Rate. The Integration Detail view is displayed.
  3. Click Test Link to ensure that the Yahoo finance API is accessible and the rates can be downloaded. A message is displayed to indicate the successful connection to the API.
    Note: This option is displayed only if the Enabled check box is cleared.
  4. Select the Enabled check box.
  5. Click Save.
    Note:  You can only download the current exchange rates.