CRM Feed setup (WPF)

CRM Feed is the feature that allows you to manually import FX, Interest, Commodity and Equity rates via an excel template.

It requires some setup which we will describe in this article:

1. Log in to CRM Finance Web to set Import username and Import password which is set in Register > Setup > System Parameters > Settings
   
   
2. Set the right configurations in Register > Setup > Load Setup > Configuration - "Date option" should be from "Source". Save option should normally be 'Append'. Which means that data already imported will not be changed but it is possible to add information like dates and prices.
   
   Once complete move onto step 3.
3. Go to https://import.crm.se/CRM.Forms.Rates.Feed.Client.application to start download CRM Feed client
   
4. Install the CRM Feed application, click Install button (Installera) in the pop-up window
   
5. Fill in your import username and password, together with your CRM user credentials. Db SID is provided by CRM. Click on Log In button.
   
6. To import: Press "Start excel" button to start Excel, and from within Excel select your file with market data.
   
7. Press "Find sheets". Your sheet will now appear in the window "All found matching worksheets".
   
8. Highlight the row(s) and press "Parse sheets" to import the values into CRM Finance Web.
   
9. Check the rate tables in CRM Finance Web to validate the import.

Multiple days import

Same procedure as above, however the excel spreadsheet now has one tab for each day you want to import.

 Troubleshooting

• The worksheet does not appear in "matching worksheet" window, the log says "missing either date or type".
  As the application log also tells you that it's "missing either date or type" check the format of your excel file:
  In this case the essential first and second column is missing.
  
  
  
  The first column will tell the CRM feed application what type of data you are importing, in this case FX rates.
  Available types are: CRMFX (Currency Rates), CRMIR, (Interest rates) CRMCO (commodities), CRMEQ (Equities)
  
  
  
  The second column will state the date.