Importing Transactions Try to get Transactions from Exante Go to /explorer/workflows/com/finmars/exante-broker/get-transactions/test.ipynb And configure your script Set accounts (line 46) and date_from (line 48) and date_to (line 49) Then try to execute it!   Great success! Now you could inspect responses from Exante Broker Download Transactions to Finmars Go to Workflow Page Execute workflow  com.finmars.exante-broker:get-transactions {   "secret": "finmars/exante",   "date_from": "2024-01-01",   "date_to": "2024-09-27",   "currencies": ["USD"],   "portfolios": ["ABCD1234.001"] } Go to see status of your workflow Great success! You can find your downloaded instrument in  /explorer/data/exante/transactions Example of content:  [ { "symbolId": "VCIT.NASDAQ", "timestamp": 1725510299999, "uuid": "000000000-4bf9-4766-8ac2-12ff79ded491", "orderPos": null, "accountId": "ABCD123.001", "valueDate": "2024-09-05", "id": 000000000, "sum": "166.46", "orderId": null, "operationType": "DIVIDEND", "parentUuid": null, "asset": "USD" }, { "symbolId": "VCIT.NASDAQ", "timestamp": 1725510299999, "uuid": "000000000-118b-4182-be13-a2e94d0772e9", "orderPos": null, "accountId": "ABCD123.001", "valueDate": "2024-09-05", "id": 000000000, "sum": "-49.94", "orderId": null, "operationType": "US TAX", "parentUuid": null, "asset": "USD" } ] Now see  com.finmars.exante-data-transformer , it should have Transaction transformer to Finmars Standard Configuration  Transform Transactions to Standard Configuration Precondition: You downloaded some Transactions from Exante (Check your /explorer/data/exante/transactions  folder) Go to Worfklow Page Run Task   com.finmars.exante-data-transformer:transform-transactions   Go to see you Task Status So all your downloaded Transactions files from Exante should be packed into one .json file that converted to Standard Configuration You shall able to see it in  /explorer/data/general/transactions data/general - is a folder where data accumulates from all the sources, we keep transformed data there Example Content [ { "source_origin": "exante", "source": "Exante", "account_cash": "ABCD1234.001", "account_cash_to": "-", "account_interim": "-", "account_position": "ABCD1234.001", "account_position_to": "-", "accrued_price": "-", "accrued_price_multiplier": 1, "allocation_pl": "-", "broker_fee_with_sign": 0, "carry_with_sign": 166.46, "cash_consideration_with_sign": 166.46, "cash_movement_fx_adjusted": 0, "charges_with_sign": 0, "commission_with_sign": 0, "counterparty": "-", "date_accounting": "2024-09-05", "date_change": "2024-09-05", "factor": 1, "fees_with_sign": 0, "forward_buy_leg": "-", "forward_sell_leg": "-", "fx_account_buy": "-", "fx_account_sell": "-", "fx_amount_buy": "-", "fx_amount_sell": "-", "fx_currency_buy": "-", "fx_currency_sell": "-", "fx_rate": 1, "fx_rate_reverse": 1, "if_reverse": "-", "instrument": "US92206C8709", "is_canceled": false, "isin_code": "-", "linked_instrument": "-", "notes": "DIVIDEND", "notes_front_office": "-", "notes_middle_office": "-", "other_charges_with_sign": 0, "portfolio": "ABCD1234.001", "portfolio_to": "-", "position_adjusted_with_sign": 0, "position_nominal_with_sign": 0, "pricing_currency": "USD", "principal_price": 0, "principal_price_multiplier": 1, "principal_with_sign": 0, "ref_tr_code": "-", "responsible": "-", "selector": "Dividend", "settlement_currency": "USD", "stamp_duty_with_sign": 0, "strategy1": "-", "sub_type": "-", "tax_with_sign": 0, "tax_withholding_with_sign": 0, "trade_date": "2024-09-05", "trade_price": 0, "transaction_code": "1b7f5128-4bf9-4766-8ac2-12ff79ded491", "value_date": "2024-09-05", "vat_with_sign": 0 } ] Great, so this file will be dispatched to Standard Import (see schema com.finmars.standard-import-from-file:txn)  STD - TXN P.S. Before we able to import Transactions, we must ensure that all Instruments/Currencies already present in Space. So after it, you free to import file either manually or via Standard AutoImport Schedule Standard Workflow Transaction Autoimport So far we have: Exante Instruments  Exante Positions Exante Transactions We assume that there is no exotic currencies (then you need Exante Currencies) All these data converted to Standard Configuration. So we should be able to Import them! Before creating an automation, lets try to do it manually So, for that we will use /explorer/workflows/com/finmars/standard-workflow/simple-autoimport/tasks.py its a relatively simple workflow that could import either data or transactions. Its payload structure is: So you add any number of steps (Depends of your situation). Order is matter! Here for example we import Instruments and then only Positions directory - optional: path to directory in explorer with files to import, trailing slash is important (/ on end) file_path - optional: path to some file in explorer with data to import import_type - required:"data" for Simple Import, "transaction" for Transaction Import schema - required: user_code of schema to execute Nota bene: Both directory and file_path are optional, but one must be present If you pass directory it will tries to join all files in that directory into one file (List of Dictionaries) So, lets try it out! Go to Workflows Page and lets find com.finmars.standard-workflow:simple-autoimport { "actions": [ { "directory": "/data/general/instruments/", "import_type": "data", "schema": "com.finmars.standard-import-from-file:instruments.instrument:instruments" }, { "file": "/data/general/transactions/exante_abcd1234_001_2024-09-05_2024-09-05.json", "import_type": "transaction", "schema": "com.finmars.standard-import-from-file:txn" } ] } Lets execute it! Go to see your Task Status Okay, so far we Imported only Instruments, let see (Go to Transactions / Transactions) Great success! We imported all the Transactions from files that we previously downloaded from Exante