OpenTrader
OpenTrader is an Australian online broker. Export your confirmations and import them into Metrifly with the Open Trader preset.
Export your transactions
Section titled “Export your transactions”- Log in to the OpenTrader web platform.
- Open Accounts / Reports and find Confirmations.
- Set the date range and search.
- Export the confirmations.
Both CSV and Excel files import into Metrifly.
Import into Metrifly
Section titled “Import into Metrifly”In the import wizard, choose Open Trader, upload your file, and review the mapping. See CSV Import for the full walkthrough.