⚡Quick & Easy: Upload Your Zerodha Purchase (tradebook) Sheet to Suvit

🔍 Overview

This guide will help you format your Zerodha Purchase Excel Sheet and upload it to Suvit including mapping the Order Number and Order Date fields.

📝 Notes

Make sure there is only purchase (buy) data in excel sheet. Sales (sell) data can be removed using filter)

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📝 Preparing the Excel Sheet

Step 1 - Remove Unwanted Data

🗑 Delete unnecessary data from the Zerodha Excel sheet before proceeding.

Step 2 - Change the Date Format of Trade Date (DD/MM/YYYY)

• 📅 Modify the Trade Date Format using the steps below:

• Select the Trade Date column. Navigate to Data → Text to column

• Select Delimited → Next

• Choose DMY (Day/Month/Year) as the format and click Finish.

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Step 3 - Change the Format of Order Execution Time (DD/MM/YYYY)

⏳ Modify the Order Execution Time Format using the steps below:

• Select the Order Execution Time column.

• Navigate to Data → Text to Column

• Select Fixed Width → Next.

• Select Separator and format as DMY (Day/Month/Year).

• Choose DMY (Day/Month/Year) as the format and click Finish.

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Step 4 - Add Required Details

✅ Before saving, add:

• Party Name
• Purchase Ledger

💾 Save the Excel Sheet.

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📤 Uploading the Purchase Sheet in Suvit

Step 5 - Upload the Excel Sheet

• Login to Suvit.
• Click on Explore Now under Data Entry Automation.
• Select Purchase and click on Bulk Upload.
• Select and upload the prepared Zerodha Excel sheet.

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Step 6 - Enable Order Number & Order Date (If Required)

• If needed, enable Order Number and Order Date under Order Details:

• Open the Purchase Sheet in Suvit.

• Go to Configuration → Enable Order Number and Order Date.

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🔄 Mapping Process

Step 7 - Field Mapping

• Map all necessary details under Field Mapping.

• Click Next.

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Step 8 - GST Mapping

✅ No changes required Changes can be done if required. Click Next.

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Step 9 - Ledger Mapping

• Map other charges such as Purchase Charges, Delivery Charges, etc., if required.

• Click Save & Proceed.

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✅ You have successfully uploaded the Zerodha Purchase Excel Sheet with Order Number & Order Date! 🎉

📚 What's Next?

• How to create Stock item and Party Name

• To learn more about next step: How to send data to Tally?