- Click the Import button (top-right)
- Make sure that you have added the required template to your Favourites.
For example, if your file is a Zerodha contract note, add the "Zerodha - Daily Email CN" template to your favourites.
Then click the Auto-import button for this template.
- In the next screen, select your email provider and then complete the auto-import steps on the screen, as guided.
How do I set up Auto-import for my trade file? Print
Modified on: Sat, 23 Jul, 2022 at 6:23 PM
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