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://kite.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 month-wise for every month of historical data you need to import (there is currently a limit of 30 days in this file)

    • Report type: XLSX

    • Trade type: Don't select anything here, as you would need to include all trade types

  4. Next, click the Download button and save the file to your computer.

    REPEAT STEPS 2-4 FOR EVERY MONTH OF DATA YOU NEED TO IMPORT.

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

     
  8. Now that this template has been added, select the Zerodha - Multi CN (EQ) template under the My Templates section.


     

You can now proceed to uploading & importing your Zerodha historical files: 
Step-wise MProfit import guide (start at Step 5)



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


MProfit lets you set up an auto-forwarding rule in your email for the daily digital contract note file that you receive from Zerodha. This will allow your daily transactions to be automatically updated in your MProfit portfolios.


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. Review the template information. 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:

    Step-wise MProfit import guide (start at Step 4)

    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 now automatically be updated in MProfit on a daily basis.  




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