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How do I Mass Update Dated Exchange Rate?

Knowledge Article Number 000220697
Description When dated exchange rates are enabled and in use it is possible to maintain a list of exchange rates by date range. However, we're only able to edit it if we go into each currency and update it. Are any other tools available to mass update dated exchange rates?
Resolution A. You can use Data Loader

* You will need to export the data first following the steps below:

1. Start Data Loader by choosing Start | Programs | Salesforce | Data Loader | Data Loader. 
2. Click Export. These commands can also be found in the File menu. 
3. Enter your Salesforce username and password. Click Log in. After your login completes successfully, click Next 
4.
Check Show all objects to see a complete list of objects. 
5. Choose DatedConversionRate. 
5.  Click Browse... to select the CSV file to which the data will be exported. 
6. Click Next. After the object and CSV file are initialized, click OK. 
7. Click Next and Click 'Select Fields' to export. 
>  SELECT Id, IsoCode, ConversionRate, StartDate, NextStartDate FROM DatedConversionRate ORDER BY NextStartDate DESC
9. Click Finish, then click Yes to confirm. 
10. A progress information window reports the status of the operation. 
11. After the operation completes, a confirmation window summarizes your results. Click View Extraction to view the CSV file, or click OK to close. 

Note: Once you have the extracted csv file, make the changes and ensure that it has the ID column added and the desired exchange rate. Once done, save the CSV and perform an update using Data Loader.

To Update data using Data Loader: 

1. Start the Data Loader by choosing Start | Programs | salesforce.com | Data Loader | Data Loader. 
2. Click Update. 
3. Enter your Salesforce username and password. Click Log in to log in. After your login completes successfully, click Next. 
4. Check Show all objects to see a complete list of objects. 
5. Choose 'DatedConversionRate.' from the list of objects. 
6. Click Browse... to select the CSV file. 
7. Click Next. After the object and CSV file are initialized, click OK. 
8. Click Next. Map the columns on the available fields.
9. For every operation, the Data Loader generates two unique CSV log files; one file name starts with “success,” while the other starts with “error.” Click Browse... to specify a directory for these files. 
10. As the operation proceeds, a progress information window reports the status of the data movement. 
11. After the operation completes, a confirmation window summarizes your results. Click View Successes to view your success file, click View Errors to open your errors file, or click OK to close. 

B. You can use Developer Workbench

1. Login to Workbench using the Login URL (
https://workbench.developerforce.com/)
2. Choose the Environment where the update should take place and the version. 
Note: Check the I agree to the terms of service
3. Click on the Login with Salesforce button
4. On the Info Tab dropdown list, choose Standard & Custom Objects
5. Choose an object to query and select
 DatedConversionRate from the drop down
6. Once selected, click on Queries Tab dropdown and choose SOQL Query the object 
7. Include the following fields to query
SELECT Id, IsoCode, ConversionRate, StartDate, NextStartDate FROM DatedConversionRate ORDER BY NextStartDate DESC
8. It will present you with the query results. 

9. Once you have the table, you can either update it from there or get a copy of the table to the csv file and use it to mass update via Data Loader or Workbench too.
10. Make sure that on the csv file, specify the new conversion rate, start date and next start date along with the ID included from the exported file as result of the query. 




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