MProfit import support for Edelweiss Broking PnL Report generated from Backoffice

[MProfit Support]

1. Login to your Edelweiss Broking backoffice.





2. Go to Reports -> Equity PNL.





3. Select all details and click on XLS icon to export the file.





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

5. From MProfit, use "Edelweiss Broking PnL Report - CSV (v1)" Template to import it.





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





Important Note: Open the CSV file and add client info eg: "Client Name : MAHENDRA MEHTA"