TABLE OF CONTENTS



1. Import your historical Zerodha transactions


To get your historical stock transactions in one file from Zerodha, you can download a multi-day contract note report from your Zerodha back-office login. You can directly import this report to MProfit.

 Please follow the steps below to download the Zerodha Multi-CN report and import it to MProfit:

  1. Login to your Zerodha Console at https://console.zerodha.com/


  2. Once you are logged in, click Reports > Download (please refer to the screenshot below)



  3. Next, select the options as per the screenshot below:


    • Statement: Contract note

    • Category: Equity (this includes NSE-EQ, NSE-FO and BSE-EQ)

    • Date: Request this file year-wise for every year of historical data you need to import

      (you are able to download contract notes for an entire year in a single file!)

    • Report type: XLSX

    • Trade type: Contract note

      Next, click the Email button .


  4. Now go to your email inbox. You should have received an email from Zerodha with a link to download your contact note report.

    Click the link in your email to download your contract note report from Zerodha:


    REPEAT STEPS 2-4 FOR EACH YEAR OF DATA.


  5. Now, login to your MProfit account at https://cloud.mprofit.in


  6. Once logged in, click Import (top-right) and search for the following template:

    Zerodha - Multi CN

    In the search results, click on the Zerodha - Multi CN (EQ) template for Stocks, as displayed in the below screenshot:

     


  7. Next, click the Add to My Templates button and then click Continue.

     


  8. Now select the Zerodha - Multi CN (EQ) template and upload the Zerodha contract note reports that you have downloaded from your email inbox.

    Step-wise MProfit import guide


     


2. Set up auto-import for your daily Zerodha contract note


MProfit lets you set up a forwarding rule in your email that automatically forwards your daily Zerodha contract note directly to your MProfit account.

With this feature, your daily trades can be auto-updated in MProfit without any manual 


Please follow the steps below to set up auto-import for your contract note:


  1. Login to your MProfit account at https://cloud.mprofit.in


  2. Once logged in, click Import (top-right) and search for the following template:

    Zerodha - Daily Email CN

    In the search results, click on the Zerodha - Daily Email CN (EQ) template for Stocks, as displayed in the below screenshot below:




  3. Next, click the Add to My Templates button and then click Continue.


    You can now proceed to creating a forwarding rule for your contract note file in your email account.

    If you don't want to set up auto-import right now, you can instead upload your file directly in the MProfit application.



    To set up auto-import for your daily contract note:
     


  4. In your MProfit account, click Import and locate the Zerodha - Daily Email CN (EQ) template under My Templates.


  5. Once you have located this template, click the Auto-import button under the template name (see screenshot below).


  6. You will now see the auto-import window on the screen (screenshot below). Follow the steps as directed on the screen. Start by selecting your email client.




  7. By following the subsequent auto-import steps as directed on the screen, you will be able to successfully set up auto-import for this contract note.



Once complete, your Zerodha transactions will start getting auto-updated in MProfit on a daily basis.  




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