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Download Position Import Sample Sheet

Applies to: Administrators, Technical Support (Advanced Use)

This guide explains how to obtain and prepare the Excel template for importing multiple positions at once.

Getting the Sample Sheet​

  1. Navigate to Customers > Import Positions
  2. Click the Excel button
  3. Save the file to your computer

Sample excel sheet

Understanding the Template Structure​

The sample Excel sheet contains columns with specific requirements:

Required Columns​

  • Symbol: The trading symbol (e.g., EUR/USD, XAU/USD)
  • Account Id: The unique identifier of the target account
  • Time: Timestamp when position was opened (DD-MM-YYYY HH:MM:SS)
  • Type: Trade direction - BUY or SELL
  • Volume: Trade size in lots
  • Price: Entry price of the position

Optional Columns​

  • S/L: Stop loss price (if any)
  • T/P: Take profit price (if any)
  • Swap: Accumulated swap amount
  • Commission: Position commission

Preparation Guidelines​

  1. Data Validation: Ensure all account_id values exist in the system
  2. Price Format: Use correct decimal format for each symbol
  3. Time Format: Strictly follow the timestamp format
  4. Volume Validation: Check that volume doesn't exceed account limits
  5. Symbol Verification: Confirm all symbols are enabled for the target accounts

Best Practices​

  1. Test with 1-2 positions first before full import
  2. Keep backup of original Excel file
  3. Verify imported positions match source data
  4. Inform customers about position migrations