'Business without Frontiers' is one of the major centers of many businesses. Hence, It becomes inevitable to conduct transactions with different currencies. Apptivo has features that enable you to upload a CSV file with Multi-currency attributes. This avoids the difficulties in determining the right currency format.
You can enable Multi-currency attribute from the Business Settings page in the User Profile. Here, you can select the currencies which are required for your business transactions.
For Instance: Let us considering importing a CSV file to your Invoices App.
- Go to More (...) in your Invoice App and select Import.
- You will be redirected to the Import page. Here, Select Import to import a new file to the Invoices App.
- In Import Invoices from CSV file, you can either upload a CSV file with new contacts or create a new record.
- Select Browse to upload the file.
- This is the file to be uploaded.
- Once the file is uploaded, select Next. You will be prompted that you will be redirected to the Mapping fields page.
- Now, select the Invoice attributes based on your CSV file. Also, select the grouping attributes and date format for the CSV file. Then, proceed to the next step by selecting Import.
Note: Customer, Invoice date, Currency, Payment Term, Task Name, Hours, Rate, Item Name, and Item Rate are mandatory fields in the Invoice App.
- The next step in this process is Validation. It includes four steps:
- Grouping Values: This is to group values associated with each field.
- Mandatory Values: This is to validate the mandatory values.
- Data Format: This checks whether the data format has any errors.
- Duplicates: This prompts if there are any duplicates.
- Reference Data: This validates the data with reference fields.
- Click proceed until each step in the validation process is complete.
- On selecting Proceed for Reference data, If the values added in the CSV file do not match with the fields in the Invoice app, you will be asked to fix the validation error.
- Here, you can see that the currency added has a symbol. The currency added in the CSV format must match with the selected Apptivo currency format.
- You have to select a currency format. Click on the Currency → Search. You will be prompted to select a valid Currency.
- You will be directed to the Start Import page with information related to the number of records. Here, select Start Import to start the process.
- On completion, you will be notified with a pop-up.
- You can see the records in the Invoice Show All page.
