Batch Create for exchange rates

Copy to clipboard, then paste columns to your spreadsheet program
03 PM

Copy data from a spreadsheet and paste it into the text field below
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and currency and rate fields are totally blank entries in the Exchange Rates listing:

Currencies, like many other things in Manager, are represented by 32-character hexadecimal strings. This has been addressed in other forum topics numerous times. Search and read to see how to proceed.

I have the same problem and I have now tried to find those 32-character hexadecimal codes you are referring to but without any luck…
Can I kindly ask you to guide us in the direction on how to find the code for USD for example?

I tried to Export valid entries and then import them again but that doesn’t work even…

Thank you.

Try navigating to screen showing them then add .json to the url

Hi.

I tried that in two browsers (Chrome and Firefox) but it actually didn’t change anything…

Can someone share the code for USD and EUR? Why is there no list for this since that would help many people…?

Date Currency 1 ISK
20.12.18 US Dollar US$ 0.008361204
27.06.18 US Dollar US$ 0.009304057
31.05.18 US Dollar US$ 0.009482268
28.05.18 US Dollar US$ 0.009418857
30.04.18 US Dollar US$ 0.009874593
24.04.18 US Dollar US$ 0.009889241
23.04.18 US Dollar US$ 0.00990099
20.04.18 US Dollar US$ 0.009957184
04.04.18 US Dollar US$ 0.010080645
26.03.18 US Dollar US$ 0.010148163
28.02.18 US Dollar US$ 0.009859016
13.02.18 US Dollar US$ 0.009820289
22.01.18 US Dollar US$ 0.009717229

Sorry I have not had the time to test your specific task. There is however two ways of finding out the UUID used for data elements in Manager

  1. Look at the .json version of Manger web pages. This involves finding a page displaying the information you want and manager supports UUID display when looking at the .json version. So some trial and error.

  2. Using batch export. Data import and export both use UUID to identify some records. So if you create a record containing a reference to the data you want, when batch exported Manager will show the UUID for that data element. So using this approach involves creating or having data containing the references you want, finding an page it can be batch exported from then looking at the exported data to identify the UUID you want.

Dear Patch.

Thank you for your efforts but honestly I understand less than zero what you are talking about.
I do not find any “batch export” but I do find “Export” and when I click that option then I can’t see any 32-Character Hex codes for the currency nor do I see any difference if I ad .json at the end of the URL.

Can you or someone else simply tell me the codes for USD and EUR?

Thank you.

It is Batch Update, not Batch Export. Export is a different process, as you have learned.

Tut, can you share with me the code for USD and EUR?

Or maybe @lubos can help me out??
The batch import is utterly useless without a proper details on how to do that…

I don’t know whether the UUID is constant for different databases. As you have already been told, enter a transaction for each, then use Batch Update to see the UUID’s.

Tut, thank you. You finally got my brain to work…

For future readers of this post.
In order to find the Currency code:

  1. Goto settings - Exchange Rates
  2. Make sure there is at least one exchange rate entered for the currency you are looking for
  3. Press “Batch update” at the bottom
  4. Press the button “Copy to Clipboard”
    Now you have copied all the exchange rates from Manager to the clipboard. Now you can paste it into Excel or any other program and see the codes for the currency.
    Remember you can only update the existing codes and not add. If you want to add then go out of this menu and press “Batch Create” and paste your values there…

Now this wasn’t so hard was it? All it needs is decent step by step guide…

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There already is one. The presumption is that someone qualified to do this would be qualified to figure out how after reading it.

I guess you are getting a bit tired of the stupid users of Manager, like myself. Or what is your point here?
I pointed out that the “help” available was not enough for me to understand how to batch import exchange rates into Manager and I must say that I find your answers a bit arrogant and why not to try to understand that not everyone using Manager is an accounting specialist and we even know less about the perks and special tricks in Manager on how to do some things… It should be a simple thing to import the exchange rates but it was not…
Anyway, I thank you for the time you are spending on the forum and thank you for your assistance…

My point was that batch operations are not simple. When they involve UUID’s, 95% of users have already been left behind. So the Guides do not even mention them, because for the vast majority of Manager users, it would just add to their confusion. For the 5% who understand them, the solution is typically obvious.

Understanding batch operations has nothing to do with accounting knowledge. It requires some expertise in relational databases. The Guides are not intended to convey that type of skill. The developer’s goal is to make the program fully functional for people without software expertise, while still providing hooks for experts to use. You may have noticed, for example, that the batch operation buttons are dimmed, indicating they are not primary controls. The Guides are aimed at people with little expertise. They are not meant as detailed software documentation.

I agree with what you’re saying about the technical detail being over the heads of potentially most people, however in this case I think the guides and/or the software can be improved to clarify this situation.

For example, guides including some technical info could include a warning for more advanced/complex features. e.g. a red/yellow/orange “Advanced” or “Warning” section, like the blue sections for Notes. This way instead of feeling stupid because they can’t figure something out from an incomplete picture, people would get to decide if they want to learn that info or ignore the feature.

(below is specific to the Exchange Rates batch features)

(EDIT: This section is ill-informed, see Patch’s correction below)
Regarding improvement on the software side, I think a big part of the issue here is that the “Copy to clipboard” button you get after clicking “Batch Create” doesn’t yield a table with all the required columns. Specifically, it lacks the “Key” column. I think if it did (like the same button in the “Batch Update” page does) this would indicate to users that there’s more (special) information required, and if they don’t know what this is, they might then be inspired to check the guides.

This would especially be the case if they continue without that info and the operation doesn’t work; currently there’s no easy/logical way to find help with this. For example, my process was search guides, search forum, read entire threads (ending at this one), cross-reference guides, understand process…and that’s having already known how UUIDs work in manager. This is a bit tedious, and many people won’t bother, which is a shame because this very useful feature becomes of zero value without it.

(Apologies for the necropost, I’m not sure if the etiquette on this forum is “create new”, or “avoid duplicates”).

No
Batch update is different to batch create in this respect by design.

  • The “Key” is a GUID, a unique identifier used internally to identify a record. A user can not reliably generate this number (as they do not know what numbers are allowed and have not been already used), the reference is generated by the program).

  • In batch create no “Key” exists as the records have not been created within Manager yet. Instead a GUID is created by Manager during the batch create record importing process, one of each record in the importing file / paste.

  • In batch update the unique record identifying “Key” is included to ensure the correct record within Manager is updated when the updated record is imported back into Manager.

  • The Key / GUID assigned by Manager during a batch create can be seen by doing a batch update immediately after a batch create.

Having said that, you are correct though, in that by far the best way to understand the format required for a Batch create, is to manually enter a variety of records then do a Batch update (ignore the key field) to see exactly what is required to generate equivalent records by batch create.

That could work, but not my area of expertise. Writing clear manuals is difficult though as everyone has different per-existing knowledge and most people don’t read the manual.

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Okay, thanks for clarifying the Keys. I should have read the entire guide, first. I was just piecing together info in order to specifically do a batch create. I appreciate the forceful head turn there. Ironic…

Though, to be fair, from what I’ve gathered in my recent months here it’s that many people using manager (at least those creating forum posts, myself included) seem to be learning Manager whilst on the job, so have somewhat of a conflict in their time interests. I’m sure it’s the source of much stress for the likes of lubos, tut, and yourself! It also highlights what you say about writing clear manuals; it is hard to cater to everyone. Without wanting to get too much further off topic, as a designer (from my cursory understanding of this) I think it’s a matter of clearly understanding not only what people need to know and where they’re coming from, but also how to structure the (within-scope) guide info and system such that less “RTFM” type forum threads get created as by-products (assuming they’re seen as an issue).

Sure, the guides may need to address all the features and tools available to the users and administrators.

But I think you may be underestimating how much of a goliath the task you are requesting. If the developer decides to make the IT tools within manager accessable to non-IT guys, he wouldn’t have time to do anything else.

There’s no way manager guides would substitute for years and effort spent learning and practicing IT in order to be able to successfully import/export data with any proficiency. Add to that the ungodly cost of writing such material combined with the fact that not a lot of people read the guides and you have a recipe for disaster for the developer.

I mean just the fact that guides are available and maintained – at this level of detail – is impressive. Quickbooks, for example, were around 18 years before manager and their guides are literally 95 pages.

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I think you misunderstood the intent of my last message; it was a suggestion and opinion, not a request.

Beside, we’re not talking about teaching every user how to develop software, or use an API. It doesn’t take years to learn how to find a string of characters at a particular location in the UI, copy them, and paste them into a spreadsheet, then copy and paste it all back somewhere else. In this particular example, many people could get the benefit of the feature without needing to understand all the inside workings of the software; they just need to know that “this info” is represented by “this token”. It’s safe to assume the person knows how to use a computer and a basic spreadsheet, beyond that it’s barely more complex than sorting blocks for toddlers (once they know what the blocks look like and where to find them).

I’m also not saying the guides are bad, I agree, they’re generally quite good and mostly up to date, which I completely understand is hard for software which is updated so rapidly. I massively appreciate them, along with the people here on the forum. I was just trying to make a helpful suggestion in how they might be improved to the benefit of users and forum moderators & champions alike.