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How to import Zerodha Excel Tradebook from Q Backoffice in Mprofit?

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  • How to import Zerodha Excel Tradebook from Q Backoffice in Mprofit?


    MProfit Software supports the import of Zerodha Excel Tradebook (NSE and BSE cash segment) generated from Zerodha Q backoffice.

    You can download the Excel tradebook 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.


    Click image for larger version  Name:	1final.png Views:	1 Size:	74.6 KB ID:	933


    3. Site will redirect to console.zerodha.com and click on Tradebook.


    Click image for larger version  Name:	2final.png Views:	1 Size:	44.4 KB ID:	930


    4. Enter all details and click on View.


    Click image for larger version  Name:	3final.png Views:	1 Size:	59.6 KB ID:	931


    5. Click on Download.


    Click image for larger version  Name:	4final.png Views:	1 Size:	64.8 KB ID:	934


    6. File will downloaded in excel format.You need to open excel file and save as “CSV (Comma delimited) (*.csv)” format.

    7. From MProfit, use "Zerodha - Tradebook Equity (Excel)" Template to import it.


    Click image for larger version  Name:	import.PNG Views:	1 Size:	7.1 KB ID:	865


    8. Here is the image of the Sample Back-office file from Zerodha.


    Click image for larger version  Name:	Zerodha_Tradebook_Equity_Excel_Sample.png Views:	1 Size:	5.5 KB ID:	866


    Important Notes:

    1. Map "id" with broker name.

    2. This excel file will generate without expenses.
    Last edited by Shweta Rathod; 17-12-18, 10:26 AM.
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