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MProfit import support for IndiaNivesh Global Cash Trade Details Excel file

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  • MProfit import support for IndiaNivesh Global Cash Trade Details Excel file

    Click image for larger version  Name:	logofinal.png Views:	1 Size:	37.7 KB ID:	783

    1. Login to your IndiaNivesh Backoffice.


    2. From menu click on Qwery Data > Client Wise Details > Global Reports > Net Position for the Year > Cash Segment (Detail).





    3. Select the period and generate the report. Export the report as Excel.


    4. Open the excel file and save it as "Excel 97-2003 Workbook".


    5. From MProfit Software use "IndiaNivesh Global Cash Trade Details - Excel (v1)" Template to import it.


    Click image for larger version  Name:	import123.PNG Views:	1 Size:	10.5 KB ID:	422


    6. Here is the image of the Sample Back-office file from IndiaNivesh.


    Click image for larger version  Name:	IndiaNivesh_Global_Cash_Trade_Details_Excel_v1_Sample123.png Views:	1 Size:	12.2 KB ID:	423
    Last edited by MProfit Support; 24-10-18, 05:26 PM.
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