Saxo
Export your Saxo transaction file and import it into Metrifly with the Saxo broker preset.
Export your transactions
Section titled “Export your transactions”- Log in to Saxo and open your profile (top-right).
- Choose Transaction overview (near the bottom).
- Click the blue Export button, then Excel to download the file.
- Open the workbook and Save As CSV, using a comma (
,) as the field separator.
The file to upload is a CSV (converted from Excel).
Import into Metrifly
Section titled “Import into Metrifly”In the import wizard, choose Saxo, upload your file, and review the mapping. See CSV Import for the full walkthrough.