> For the complete documentation index, see [llms.txt](https://docs.navigaglobal.com/circulation-setup-manual/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.navigaglobal.com/circulation-setup-manual/accounting/account-rates-menu/export-import-account-rates.md).

# Export/Import Account Rates

This option is used to export account rates, modify them in Excel or other third-party program, and import the changes back into Circulation.

#### To export or import account rates:

1. In Graphical Setup, select Accounting | Account Rates | Exp/Imp Acct Rates.

2. Click **Add**.<br>

   <figure><img src="https://2165740141-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5MIKWQvI2WSa0XQfA9VW%2Fuploads%2F7JeaUSWIyWTZR9jUIApk%2Fimage.png?alt=media&amp;token=bc4e5dbc-bba3-4085-b188-c0ec23fea8f3" alt=""><figcaption></figcaption></figure>

3. Complete the fields described below.<br>

   <table><thead><tr><th width="155">Field</th><th width="126.75">Type</th><th>What to enter</th></tr></thead><tbody><tr><td><strong>ACTION</strong></td><td>predefined</td><td>Select <strong>Export</strong> or <strong>Import</strong>. <strong>If Export is selected:</strong> • Specify the <strong>Product</strong>, <strong>Rate Type</strong>, <strong>Search Date</strong>, and <strong>Rate Code(s)</strong> to export. • Enter file names for the export files in the <strong>/dti/exchange/cm</strong> directory. • If a single <strong>Rate Code</strong> is linked to multiple <strong>Products</strong>, and multiple products are selected, all active data for that Rate Code will be exported. • Press <strong>F2</strong> in the <strong>Rate Code</strong> field to display valid rate codes. <strong>If Import is selected:</strong> • Specify the file names to import. • Files must exist in the <strong>/dti/exchange/cm</strong> directory. • If running in <strong>Edit</strong> mode, changes are validated but not updated. • If running in <strong>Commit</strong> mode, changes are updated in Circulation.</td></tr><tr><td><strong>READ OPTION</strong></td><td>predefined</td><td>If importing, select <strong>Edit</strong> to validate only, or <strong>Commit</strong> to update account rates.</td></tr><tr><td><strong>PRODUCT</strong></td><td>setup</td><td>If exporting, select the product whose account rates should be exported. Multiple products may be selected.</td></tr><tr><td><strong>RATE TYPE</strong></td><td>predefined</td><td>Indicate whether the account rate is <strong>Per Copy</strong> or <strong>Per Period.</strong></td></tr><tr><td><strong>SEARCH DATE</strong></td><td>date</td><td>If exporting, enter the date to determine which rates are active. Only rates active on this date will be exported.</td></tr><tr><td><strong>RATE CODE</strong></td><td>setup</td><td>If exporting, select one or more account rate codes. Press <strong>F2</strong> to view valid rate codes.</td></tr><tr><td><strong>FILE NAMES</strong></td><td>open (20)</td><td>Enter the file names for the data to export or import. Leave a field blank if no data should be processed for that category.</td></tr><tr><td><strong>UPDATE DESCRIPTIONS</strong></td><td>yes/no</td><td>Select this checkbox to update the route rate class descriptions with the descriptions contained in the imported file. Applies during import only.</td></tr></tbody></table>

4. Select **OK** and continue processing.<br>

   <figure><img src="https://2165740141-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5MIKWQvI2WSa0XQfA9VW%2Fuploads%2FkFUhsx0Bv237AFNm6bgv%2FExport_Import%20Account%20Rates.png?alt=media&amp;token=bfd75224-6b7d-4c2d-8c78-77ce84576f24" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Note:**

1. The formats of the files that are exported and imported are given in [*Appendix B* of the Circulation User Manual](https://docs.navigaglobal.com/circulation-user-manual/~/revisions/vtP95pXoCTlDJcnDLKeL/14-appendix-b-file-formats/export-import-account-rates).
2. For each imported rate, the start date you have defined will be the effective date of the changes. When the records are imported back into Circulation, the old records are end-dated one day prior to the start date you defined.
   {% endhint %}