⚡Quick & Easy: Upload Your Zerodha (Tradebook) Sales Sheet to Suvit

🔍 Overview

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

📝 Notes

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

---

📝 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.

---

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.

---

Step 4 - Add Required Details

✅ Before saving, add:

• Party Name
• Sales Ledger

💾 Save the Excel Sheet.

---

📤 Uploading the Sales Sheet in Suvit

Step 5 - Upload the Excel Sheet

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

---

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

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

• Open the Sales Sheet in Suvit.

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

---

🔄 Mapping Process

Step 7 - Field Mapping

• Map all necessary details under Field Mapping.

• Click Next.

---

Step 8 - GST Mapping

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

---

Step 9 - Ledger Mapping

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

• Click Save & Proceed.

---

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