How to Setup the Exchange Rate Service (FLOATRATE)

Modified on Wed, Apr 3 at 3:28 PM

Pre-Requisite: Download the RapidStart Package from the link below.

LINK: PackageXRATESRVC-FLOATRATE.rapidstart

1. Click on the global search, type “Currency Exchange Rate Services” and click on the related link.

2. On the Currency Exchange Rate Services, click on the + New button, to open a currency exchange rate service card.

3. Enter the below-mentioned information to add a new Currency Exchange Rate Service:

Add a Code and Description:

Code: FLOATRATE

Description: Float rate services

Enter / Paste this Service URL: https://www.floatrates.com/daily/usd.xml
Set Service Provider: Floatrates.com
Enter / Paste this URL for the Terms of Service: http://www.floatrates.com/faq.html

4. Click on the global search and type "Configuration package" and click on the related link.

5. Configuration Package page will open, click on the Process >> Import Package. Choose the RapidStart package downloaded and import the package.

6. Once XRATESRVC-FLOATRATE package is imported, the user can Apply the Package. Click on Package >> Apply Package.

7. Go back to the Currency Exchange rate page again, click on FLOATRATE, and notice the field mapping is populated.

8. Enable the service by clicking on the Enabled flag.