Announcement

Collapse
No announcement yet.

How to import PDF Contract Notes from Zerodha Q backoffice in MProfit?

Collapse
This is a sticky topic.
X
X
  • Filter
  • Time
  • Show
Clear All
new posts

  • How to import PDF Contract Notes from Zerodha Q backoffice in MProfit?



    MProfit supports the import of Zerodha PDF contract notes (NSE and BSE cash segment) generated from Zerodha Q backoffice.

    [Note: Please note that daily PDF contract notes received via email are supported AFTER 1st April 2018.]

    You can download the PDF contract notes from Q backoffice. Please find the detailed steps below:

    1. Login to your Zerodha Q backoffice: https://q.zerodha.com/

    2. From the Right Panel, go to Console.





    3. Site will redirect to console.zerodha.com. Go to Reports and click on Download.


    Click image for larger version  Name:	1final.png Views:	1 Size:	53.9 KB ID:	983


    4. Fill all details and click on Download.


    Click image for larger version  Name:	3.png Views:	1 Size:	58.9 KB ID:	984


    4. From MProfit, use "Zerodha Securities - PDF (v2)" template to import it.


    Click image for larger version  Name:	ZerodhaEq11.PNG Views:	1 Size:	38.7 KB ID:	219


    5. Here is the image of a sample back-office file from Zerodha.


    Click image for larger version  Name:	sample.png Views:	1 Size:	78.7 KB ID:	994


    Please note that Zerodha PDF contract notes are available from 01 April 2017 onwards. If you would like to import data before 01 April 2017, please contact Zerodha support to get the files in a similar format.
    Last edited by Shweta Rathod; 14-01-19, 10:26 AM.
Working...
X