How can I set auto forwarding for daily contract notes in MProfit?

Modified on Wed, 08 May 2024 at 12:28 PM


In this tutorial, we will explain how you can set auto-forwarding for daily contract notes in MProfit.

This feature allows MProfit to automatically capture and store daily contract notes you receive from your email. Here's how:


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

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Step 2: Now, click on Tools.

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Step 3: 
Then click on Authorised Email Senders


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Step 4:  
To add an email address for receiving daily contract notes, click on Add Email and type the email address if it's different from the default email. 


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Step 5: 
Enter the Email address.

Then, enter the Confirmation Email.


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Step 6: 
Now, click Save.

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Step 7: 
Then click Back to Import.


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Step 8: 
Now, select the daily contract note template for your broker.


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Step 9: Then select Set up Auto-import.


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Step 10: 
Select Gmail from the options. 


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Step 11: Copy the link in blue.


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Step 12: After copying the link navigate to your Gmail and click on Settings.


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Step 13: Then click on See all settings


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Step 14: Select Forwarding and POP/IMAP.


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Step 15: Click on Add a forwarding address.

 

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Step 16: Now, you have to paste the link you copied earlier.


Then click Next.


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Step 17: Now you need to click on Proceed and Okay.




Step 18: After clicking Okay, check your inbox for an email from MProfit to confirm.

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Step 19: Click on the Gmail Confirmation Link.

 

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Step 20: Now click on Confirm.

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Step 21: After confirming, navigate to your Gmail and click on Settings again.

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Step 22: Click on See all Settings.


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Step 23: Then click on Forwarding and POP/IMAP.


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Step 24: Now we need to create a filter in the inbox, so that only the contract note is received in MProfit and not any personal emails. 


Click on Inbox.


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Step 25: In the search field, enter the contract note's subject line. 


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Step 26: 
Now, open any email that you have received from your broker.


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Step 27: 
Copy the subject of the email and then click on more.


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Step 28: Select Filter messages like this from the list.


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Step 29: Paste the subject line on the Subject field.


Now, ensure to select the Has attachment option and then click on Create filter.


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Step 30: To proceed, select the checkbox to Forward it to.


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Step 31: Select the email template ID from the drop-down list.


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Step 32: And finally, click Create filter.


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After clicking on Create Filter, any contract notes received in your email from your broker will be automatically transferred to MProfit.


This is how you can seamlessly set auto-forwarding for daily contract notes in MProfit!

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