Importing Your Data A Step-By-Step Guide

The world of cryptocurrency is extremely complex. With over 7000 cryptocurrencies and 300 wallets and exchanges available, is hard to find the right solution in order to provide the right solutions for a crypto trader’s needs. We’ve created this Step-by-Step Guide so you can learn how to import your data into our platform.

As a crypto trader, you’ll want to;

  • know your overall portfolio performance regardless of where your assets are located.
  • understand where the opportunities for investment are and do so easily and accurately.
  • set up warnings and alerts in order to identify potential risks based on their current crypto portfolio
  • deep dive into historical data of their transaction history in order to get more valuable insights
  • make more money and not losing time with compiling transactions for tax reporting

In order to do all of that, handling cryptocurrency has to be simple, fast, reliable, accurate, safe, transparent, affordable, and user-friendly. All the right variables need to be in the right place, doing the right thing at the right time, with a specific purpose.

Import Your Data

You can import all your crypto data to ACCOINTING.com in 4 ways: live connection (Coinbase and Uphold, for example), via API (Application Programming Interface), CSV files provided by your Exchange, wallet, or other services, and manually. 

Start by clicking on the green button to add a Wallet or Exchange. For future needs, you can edit import data in the “Wallets” section.

To find your Exchange/Wallet, you can navigate the integrated lists or put a name on the search tab.

Importing Data From Your Exchanges

Using The Live Connection

This option is available for select exchanges supported by our platform. It’s the fastest way to import Exchanges data because you only need to click on “Connect Exchange”. This connection allows reducing refresh times compared to API connection. It takes less than 10 minutes to get up to date on your transactions! 

The API could take some time to refresh the connection. For instance, import data from Binance takes around 15 to 30 minutes to get up to date. But this method is one of the most practical because updates are automatic.

Using The File Import

The file option uses a report generated by your Exchange. Depending on which Exchange you’re connecting to, you’ll need multiple files to import all your data. In this example, we’re going to join Coinbase.

The disadvantage of this option is that you have to add recent transactions manually. You can learn how to do so in the next section.

Manually Adding Transactions

We recommend this option to use when the other options aren’t available. To do so, just add each transaction one by one to manage your portfolio. There are two ways to do this, using either a form or a spreadsheet template. 

Using The Form

The form lets you append timely transactions. This method is perfect for traders that have about 1 to 2 trades per day. However, this way allows you to classify each transaction; first trade for swaps and the second one for stacked coins, and so on.

Using The Template

This way allows you to import a bunch of transactions into ACCOINTING.com. First, download the Accointing template and open it.

Then, follow the steps appearing on the “READ ME” sheet to fill in your data.

Once you finish, go to ACCOINTING.com and select your file and your time zone.

Finally, if ACCOINTING.com doesn’t recognize a cryptocurrency, a pop-up appears saying what crypto is missing, so you search for the correct one and change it.

Importing Data From Your Wallets

Adding wallets to ACCOINTING.com is like adding Exchanges. The most significant difference is that Wallets use an address connection for each coin instead of an API. Still, you have the same options to import data: live connection using your wallet’s address and manually.

First, search for a wallet by clicking on “Add wallet” or on the plus button on the “wallets” page.

Then, write a name on the search tab. In this example, we’re going to use Coinbase Wallet.

Using Your Wallet Address

When you connect a Wallet to ACCOINTING.com, you need to proceed with each coin you have on there the same way, using an XPUB (Extended Public Key). First, define what type of currency you wish to add. If we don’t list it, use ERC 20 for altcoins based on the ethereum blockchain. Here, we’re going to append USDT. Then, search for your receive address in your Wallet app, and paste it into ACCOINTING.com. If you have problems doing this process, check the article about how to import your wallet.

Manually Adding Transactions

As it is for Exchanges, you can import Wallets using a form or a spreadsheet template. It’s better to use the address connection because it refreshes automatically, but these options are available for those who don’t want to put their address into ACCOINTING.com. For this example, we are going to add a Trezor Wallet.

Using The Form

The form lets you add timely transactions, so if you send or receive one or two times per day, you append those over here.

Using The Template

This way allows you to import a bunch of transactions into ACCOINTING.com. First, download the Accointing template and open it.

Then, follow the steps appearing on the “READ ME” sheet to fill in your data.

Once you finish, go ahead to ACCOINTING.com and select your file and your time zone.

Finally, if ACCOINTING.com doesn’t recognize a cryptocurrency, a pop-up appears saying what crypto is missing, so you search for the correct one and change it.

Importing Data From Your Other Services

This option is for those with other crypto-related accounts or to manage different ACCOINTING.com accounts in one place only. You can import your data manually as it is for Exchanges and Wallets.

For example, if you want to import another ACCOINTING.com account, click on the Accointing logo and select “Export here”.

Then, go to the accointing listing in the services section, and select your exported data.

Finally, assign your Exchanges, wallets, or services to the correct one.

Adding New Transactions To Existing Wallets

After importing your exchange/wallet manually, you have two options for adding new transactions, using the full dataset or using the wallets page. We will now go over each of these.

Using the Full Dataset
  1. Go to the Full Data Set page and click on the “New” button.
  1. Add your transaction by filling the form.
Using The Wallet Page

You can also use the manual import options to add new transactions. Click on the pen button from the selected Exchange or wallet.

After this, follow the instructions on the “Manually” section if you want to add a new transaction using a form or a spreadsheet template. You can also change your API connection here.

We’d like to thank you for choosing ACCOINTING.com as your crypto portfolio tracker. As you may already know, creating an account to track your portfolio is always FREE. But if you would like to use us to generate tax reports as well, and haven’t done so already, select a tax plan to get started.


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