How can I import my F&O multi-contract notes from Zerodha to MProfit?

In this tutorial, we will explain how you can set up an F&O portfolio with Zerodha using MProfit.

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

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

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

Step 2: Click the Search icon beside the import log.

Step 3: Type Zerodha in the search field. 

To filter all the F&O templates, select the F&O asset class.

Step 4: For historical data, select the Zerodha - Multi CN template.

Step 5: Click Add to Favorites.

Step 6: Once you have added the file to your favourites, click the Upload File button.

Step 7: To import a file, first, you need to locate it on your device.

Once you have found it, select the file and then click the Open and Import button.

Step 8: The system will prompt you to set family and portfolio mapping. 

Select the Family from the drop-down list.

Step 9: Select the Portfolio, then click Save.

Step 10: The system will prompt you to provide broker mapping. 

To proceed, click the Map button.

Step 11: For the Broker name, click on the dropdown menu.

Step 12: If your broker is not in the dropdown, add it manually by clicking the (+) sign.

Step 13: Click Save.

Step 14: Then click Continue.

Step 15: Review the transactions listed in the file, then click Confirm Import.

Step 16: You are now done. Click Back to Portfolio.

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