Please follow the steps below to import your file in the MProfit application:


1. Login to MProfit and click Import on the top-right


Login to MProfit at https://cloud.mprofit.in on a web browser and click the Import button at the top-right of the screen.



2. Search for your template
In the import window, search for the MProfit template corresponding to the file you are trying to import.

For example, if you want to import a Kotak Securities contract note, search for "Kotak Securities".



3. Add your template to My Templates

Click into the template name once you find it. This opens the Template Information window.


Review the template information and then click the Add to My Templates button.


Please note that by default, MProfit selects the latest version of any template. If you are importing older files, you might need to select an older Template Version that matches your file.



4. Under My Templates, select your template



Under the My Templates section, select the template you just added.


The selected template will now be assigned as your current template.



5. Upload your file in the file drop zone



Next, upload your file in the file drop zone and click the Import button.



6. Set portfolio mappings (one time step)



If this is the first time you are importing this file to MProfit, you will now be directed to the Portfolio Mapping step.


This is a one time step that allows you to map data from this file to your MProfit portfolios.

Once your mappings are complete, MProfit will retain your mappings for every future import to this template.



7. Set broker and asset mappings (one time step, only if applicable)


Broker mapping (for Stocks only):


If this is the first time you are importing this file, this is a one time step whereby you can create a broker entity for this file in MProfit.


Click the + (Add New) button (see below screenshot), enter broker details and then map the current import to this broker entity.




Asset mapping (for any unmapped asset only):


If the file you are importing does not contain proper mapping details (such as BSE/NSE Code or ISIN), there might be assets in your file that will not get auto-mapped in MProfit.


For such assets, you can simply map them to their existing names in MProfit by searching for the asset by name (as shown in the screenshot below):


 

This is only a one time step, after which the asset mappings will be retained for every future import to this template.



8. Preview your imported transactions and import them



Once you have completed the mappings, you can preview your transactions for verification, before importing them to your portfolios.


Once you have previewed your imported transactions, confirm the import by clicking Import Selected Records.



9. View your updated portfolios


Click Back to Portfolio to view your updated MProfit portfolios.




You are now done!