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Importing Key Rates

You can import key rates from a .csv file on the Key Rates setup page.

  1. Select Setup > Key Rates from the menu.
  2. Select Import Rates.
    The Import Rates page opens.
  3. Select a Date.
  4. Select Upload CSV.
  5. Find and select the .csv file to upload.
  6. Select Open.
  7. Enter a column position for Rate Name.
  8. Enter a column position for Rate Value.
  9. Select Save to import the file and return to the Key Rates page.