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Terra Nova Trading Import Instructions:
NOTES:
General Procedure:
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Log on to your online trading web site Client Services and click on the Reports tab.
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A drop down list will appear
Select Download Data - the screen shown below will appear.
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Select a Start and End date range.
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Select the Comma Delimited File (CSV) - Standard option.
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Click the download button and save the CSV file to your "c:\my documents\TradeLog4\import" directory.
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Run TradeLog
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Click on the Terra Imp speed button. If there are no trades in your TradeLog data file an "IMPORTING RECORDS FOR THE FIRST TIME" dialog box will pop up - click YES.
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An Import from Terra Nova *.csv file dialog box will appear - click on the YES button.
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Select the appropriate CSV file and click on the Open button.
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Your trades will be imported and automatically matched.
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