Uploading a file in MProfit: step-by-step guide

1. Login to MProfit and click Import on the top-right

Login at https://cloud.mprofit.in/ on a web browser and click the Import button at the top-right of the screen.

2. Search for your template

The import window will display on your screen.

In the search-bar, search for the MProfit template corresponding to the file you are trying to import.

For example, if you want to import a Kotak Securities contract note, search for "Kotak Securities" in the search-bar.

3. Add your template to My Templates

Click into your template name in the search-bar. This opens the Template Information modal.

Review the template information and then click the Add to My Templates button.

Please note that by default, MProfit selects the latest version of any template. But if you are importing older files, you might need to select an older Template Version that corresponds to your file format.

4. Under My Templates, select your template

Under the My Templates section, find the template you just added and select it. The selected template will now be assigned as your current template.

5. Upload your file in the file drop zone

Next, upload your file in the file drop zone and then click the Import button.

6. Set portfolio mappings

If this is the first time you are importing data to this template, you will now be directed to the Portfolio Mapping step.

This is a one-time step that enables you to tell MProfit what MProfit portfolios your data should be imported to.

Once your mappings are complete, MProfit will retain your mappings for every future import to this template.

7. (For Mutual Fund CAS only) Map any unmapped folios to MProfit portfolios

This is a one-time exercise relevant if you are importing a Mutual Fund Consolidated Account Statement (CAS).

If PAN details are missing in your CAS statement, your CAS file might contain data that needs to be mapped in MProfit.

In this case, you can directly map those particular folios (with missing PAN details) to portfolios in MProfit (see screenshot above).

After you complete this exercise, all mutual fund transactions in your CAS statement should be mapped to MProfit portfolios.

8. (When applicable) Set asset & broker mappings

Broker mapping:

If this is the first time you are importing this file, you can create an MProfit broker entity for the current import.

Click the + (Add New) button, enter broker details and then map the current import to this broker entity.

Asset mapping:

If the file you are importing does not contain proper mapping details (such as BSE/NSE Code or ISIN), there might be assets in your file that will not get auto-mapped in MProfit.

For such assets, you can simply map them to their existing names in MProfit.

This is only a one-time exercise, after which the asset mappings will be retained for every future import to this template.

9. Preview your transactions before importing them

Once you have completed the mappings, you can proceed to previewing your transactions for verification, before importing them to your portfolios.

10. Confirm the import

Once you have previewed your imported data, confirm the import by clicking Import Selected Records.

You can now click the Back to portfolio button to view your updated MProfit portfolios.