Import Currencies

From the dashboard in WP Ever Accounting under ‘Accounting‘, go to the ‘Tools’ menu. There, you will find both the import and export options. Click on the “Import” tab and there you will find a field to import currencies.

A sample file formatted in CSV is given so that you can download the file and learn about the fields required to import currencies. To download the file, simply click on the “Sample” from the currencies field and a CSV file will be downloaded on demand.

Import Currencies - WP Ever Accounting
Import Currencies

How to Import Currencies – CSV formatting

Import Currencies - WP Ever Accounting
Import Currencies CSV Format

The CSV file for importing currencies has several fields. To import currencies successfully, putting information on the required fields is a must. Also, you can import as many currencies as you want. All of the fields given in the CSV file are mentioned below-

Field Description
Name* Holds the name of the currency
Currency Code* The three-letter alphabetic codes to represent currency
Currency Rate* The rate of other currencies against the default currency
Precision* Number of digits in a number for refinement
Symbol* A graphic symbol for a currency’s name
Symbol Position* Symbol to separate the integer part from the fractional part of a number written in decimal form
Decimal Separator* A graphic symbol for a currency’s name
Thousand Separator* A character that can be used as the thousands separator
The fields with the star marks are the required fields. You must have to put information on those fields to assemble a successful import. If any of the required fields go missing for a customer, it will stop importing that particular customer

To download the CSV sample file for importing customers, click here.