Integration · 7 min read

CBRT Exchange Rates integration guide

CBRT Exchange Rates connects supported accounting & exchange rates workflows to LucidCP. Use this checklist to configure, link and validate the module before production traffic.

Verified against the current LucidCP interface
Invoices screen used to configure CBRT Exchange Rates in LucidCP
Step 1 — Open Invoices in the English admin workspace and select CBRT Exchange Rates.
Site Settings screen used to connect CBRT Exchange Rates in LucidCP
Step 2 — Map the saved CBRT Exchange Rates connection to the relevant workflow from Site Settings.
01

Procedure

Step-by-step

  1. 01

    Prepare the provider account

    Confirm that your CBRT Exchange Rates account is active and create the accounting or exchange-rate provider API credentials. Use a test or sandbox environment when the provider offers one.

    CBRT Exchange Rates configuration in the real LucidCP interface
    Step 1 of 7 · Confirm that CBRT Exchange Rates is listed in Developer → Modules & Gateways.Select the preview to inspect the full-resolution interface.
  2. 02

    Open the configuration area

    Go to Admin → Invoices / accounting integration settings and select CBRT Exchange Rates.

    CBRT Exchange Rates configuration in the real LucidCP interface
    Step 2 of 7 · Open the Provider Modules page and locate the CBRT Exchange Rates card.Select the preview to inspect the full-resolution interface.
  3. 03

    Enter and protect credentials

    Copy values exactly, keep TLS verification enabled and never place production secrets in screenshots, tickets or browser-side code.

    CBRT Exchange Rates configuration in the real LucidCP interface
    Step 3 of 7 · Expand the real CBRT Exchange Rates card and enter its provider credentials.Select the preview to inspect the full-resolution interface.
  4. 04

    Test the connection

    Use LucidCP’s connection test where available. Resolve authentication, network or permission errors before linking the integration.

    CBRT Exchange Rates configuration in the real LucidCP interface
    Step 4 of 7 · Use the connection or delivery test shown in the provider settings.Select the preview to inspect the full-resolution interface.
  5. 05

    Connect the workflow

    Associate the currencies, invoices or accounting events that should synchronise. Save the configuration and re-open it to verify the selected mapping.

    CBRT Exchange Rates configuration in the real LucidCP interface
    Step 5 of 7 · Connect the saved provider to the related LucidCP workflow.Select the preview to inspect the full-resolution interface.
  6. 06

    Run acceptance checks

    Perform a controlled rate update or test invoice synchronisation. Confirm both the LucidCP record and the provider-side result.

    CBRT Exchange Rates configuration in the real LucidCP interface
    Step 6 of 7 · Run the acceptance check in the related admin or customer workflow.Select the preview to inspect the full-resolution interface.
  7. 07

    Monitor after launch

    Review activity logs, module queue, failed jobs and provider logs during the first production transactions.

    CBRT Exchange Rates configuration in the real LucidCP interface
    Step 7 of 7 · Review the activity log after enabling the provider.Select the preview to inspect the full-resolution interface.
02

Checklist

Best practices

  • Start with the smallest API permission set and expand only when a documented action requires it.
  • Rotate provider credentials regularly and immediately after a suspected leak.
03

Reference

Module details

Integration
CBRT Exchange Rates
Category
Accounting & Exchange Rates
Availability
Included with licence
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