Bulk Uploading Funded Accounts via CSV

If you have multiple funded accounts to add at once, you can upload them all in a single CSV file. This is especially useful when migrating your existing account history into Trader Node for the first time.

Before you start

Your platform and prop firm names in the CSV must exactly match the names set up in Settings → Categories & Tags, including capitalisation. Get those configured before running a bulk import.

→ See: Categories & Tags Settings

Step 1: Download the template

Go to the Funded Accounts page. Click the template icon in the toolbar above the data table (top right). Open the file in Excel, Google Sheets, or any spreadsheet app.

Step 2: Fill in your data

Field	Format	Example
Account Name	Any name you want	`FTMO 100K Main`
Account Size	Numbers only, no commas or symbols	`100000`
Account Number	Numbers only, no commas or symbols	`1234567`
Funding Type	Must be exactly `Evaluation` or `Instant`	`Evaluation`
Platform	Must match exactly what's in Settings → Categories & Tags	`MetaTrader 5`
Prop Firm	Must match exactly what's in Settings → Categories & Tags	`FTMO`
Started Date	MM/DD/YYYY only	`01/10/2025`
Status	Must be exactly `Active`, `Breached`, `Closed`, or `Not Started`	`Active`

A correctly filled row looks like this:

Account Name	Account Size	Account Number	Funding Type	Platform	Prop Firm	Started Date	Status
FTMO 100K Main	100000	1234567	Evaluation	MetaTrader 5	FTMO	01/10/2025	Active
The5ers 50K	50000	9876543	Instant	MetaTrader 4	The5ers	03/22/2025	Breached

Capitalisation matters on every field. Rows with mismatched values will not be recognised by the system.

Step 3:Export as CSV

Save or export the file as .csv before uploading.

Step 4: Upload

On the Funded Accounts page, click the upload icon above the data table. Select your CSV file. Your entries will appear at the top of the table.

After uploading: finishing each entry

Click Edit on each imported account to complete the fields that couldn't be set via CSV:

Platform (confirm the dropdown matches)
Account size currency

Once saved, those accounts will be included in your KPI cards and dashboard data.

Common mistakes

evaluation instead of Evaluation — capitalisation must be exact
Breached with a trailing space — copy-paste from other sources can add invisible characters; type values manually if in doubt
01-10-2025 instead of 01/10/2025 — slashes only, not dashes
A prop firm name that doesn't exist yet in Settings → Categories & Tags — add it there first

Related articles

Adding a New Funded Account

Understanding Account Status

Categories & Tags Settings