Fx Data in data source exports
This article explains how to include FX data in data source exports. You can export transaction amounts converted into your home currency and other specified currencies.
You must have the Currency Conversion feature enabled on your tenant to use this feature.
The Fx data feature is in Limited Availability. If you wish to have access to the feature, submit a request to Zuora Global Support.
Data source objects that support FX data conversion
You can export FX data for the following data source objects:
- CreditBalanceAdjustment
- CreditMemoApplication
- CreditMemoApplicationItem
- CreditMemo
- CreditMemoItem
- CreditMemoPart
- CreditMemoPartItem
- CreditTaxationItem
- DebitMemo
- DebitMemoItem
- DebitTaxationItem
- InvoiceAdjustment
- Invoice
- InvoiceItemAdjustment
- InvoiceItem
- InvoicePayment
- Payment
- PaymentApplication
- PaymentApplicationItem
- PaymentPart
- PaymentPartItem
- Refund
- RefundApplication
- RefundApplicationItem
- RefundPart
- RefundPartItem
- RefundInvoicePayment
- RevenueScheduleItem
- RevenueScheduleItemCreditMemoItem
- RevenueScheduleItemDebitMemoItem
- RevenueScheduleItemInvoiceItemAdjustment
- RevenueScheduleItemInvoiceItem
- TaxationItem
You can include FX data only for the base object of a data source export, not its joined objects. For example, if you want to export foreign currency conversion data for the Invoice Item object, you must perform a data source export on the Invoice Item data source.
Notes
You can enable the Automatically include additional Currency Conversion information in data source exports option, along with the Fx data feature.
When you enable the Automatically include additional Currency Conversion information in data source exports along with FX Data permission, through the Zuora UI, the following message appears:
We detected that you are enabling both Currency conversion FX Data and ‘Include currency conversion information in datasource exports’ simultaneously. Please note that in the event your exchange rate provider is updated in the future, FX Rates may be inconsistent between Zuora Revenue and Zuora Billing , this would require you to revisit your API integration. For more information, please refer to Zuora Knowledge Center.”