How can I import my Equity multi-contract notes from Zerodha to MProfit?

In this tutorial, we will explain how you can import equity multi-contract note Excel statements from Zerodha in MProfit.

To download the equity multi-contract note Excel statement from the Zerodha console, please refer to this post: https://help.mprofit.in/a/solutions/articles/82000889530

If you have downloaded the file already, please refer the steps below: 

Step 1: Login to your MProfit account and click on the Import tab.

Step 2: Next, select the appropriate template from the import window.

To set up your portfolio, you can obtain the Zerodha MultiCN from the back office. 
The MultiCN includes all transactions organized by financial year from inception until today.

Step 3: After selecting the template, click Upload File.

Step 4: Select the file, then click Open and then Import.

Step 5: The system will prompt you to set family and portfolio mapping. 

Select the Family from the drop-down list.

Then, select the Portfolio.

Step 6: Click Save.

Step 7: The system will prompt you to provide broker mapping. 

To proceed, click the Map button.

Step 8: Now, click the (+) sign.

Step 9: If you are setting up for the first time, type Zerodha and then click the Save button.

Step 10: Click Save again.

Step 11: Then, click Continue.

Step 12: You are now done. Click Back to Portfolio.

This is how you can seamlessly import your Equity multi-contract notes from Zerodha to MProfit!