How to import CommSec transactions

1. Export CommSec Transactions

Importing CommSec transactions is a semi automated process. The process is simple and quick. You can follow the guided video process. 

  1. Log into your CommSec Account.
  2. Visit the Trading tab and select Confirmations from the menu on the left
  3. Select the account that you’d like to import from the dropdown list
  4. Make sure that both Buy and Sell order types are selected
  5. Select your desired date range and click the search button
  6. Click the Download CSV link

2. Import CSV into CommSec Importer

  1. Get a copy of the CommSec Importer
  2. Make a copy of the spreadsheet, File > Make a copy
  3. Delete existing sample data.
  4. File > Import > Upload from your Device.
  5. Choose the CommSec CSV fie you downloaded.
  6. In Import File, Choose > Insert New Sheet > Import Data
  7. Copy and paste CommSec transactions 
  8. Optional, enter a portfolio Name

3. Import into Stock Profit

  1. Open  Extensions > Stock Profit > Admin > Import Data
  2. Copy & paste URL 
  3. Delete existing sample data.
  4. File > Import > Upload from your Device.
  5. Choose the CommSec CSV fie you downloaded.
  6. In Import File, Choose > Insert New Sheet > Import Data
  7. Copy and paste CommSec transactions 
  8. Optional, enter a portfolio Name