Koinly supports files from over 500 exchanges, wallets and services so you can simply download your files and import them to Koinly - without making any changes manually (in most cases)!
Importing a file into a new wallet
Go to the Wallets page and click on Add Wallet
Search for your wallet and click on it
Select the Import using file option which will take you to the file upload page
Click on Browse (or drag and drop) the file into the file box
Hit Import
If you have more files from the same exchange, keep adding them here
Note: If you have multiple files, you can import them one after the other - you can not drop multiple files into the file field.
Importing a file into an existing wallet
Go to the Wallets page
Find your wallet and click on the 3 dots to bring up a small menu
Click on Import file.
Click on Browse (or drag and drop) the file into the file box
Hit Import
Importing CSVs from Google Drive
You can also import CSV files directly from Google Drive by clicking 'Upload from Google Drive'. This means that the files don't need to be locally downloaded each time before uploading them to Koinly:
Errors in import summary / rows skipped
You may see errors or skipped rows for some files. See CSV import: Skipped rows and errors in the summary
File is too large (over 10MB)
If your file is larger than the limit of 10MB, you need to split the file into smaller parts as follows:
Open the file in a spreadsheet editor (like Excel)
Cut half of the transactions from the bottom of the file and paste them into a new, empty spreadsheet
Add a row at the top and copy-paste the headers from the original file
There are also online tools you can use to help with this, simply search online for 'Split PDF'.
Can I upload the same file again?
Sure, you can. Koinly skips transactions that have already been imported from a similar file earlier.
See the article here for more information - How duplicate detection works in Koinly
Note that this duplicate detection does not work if you first imported data using API and are now importing the same data using a CSV file - you will get duplicates here in most cases. This is because different methods of duplicate detection are used by the API / CSV.
If you need to mix CSV and API then simply import CSV files first and setup the API to only import newer transactions. When doing this, you should choose the starting date of the API sync and set it to one day later than your last CSV file (Ex. if you import CSV files for all of 2020 then you should set January 1st, 2021 as the starting date of the API sync).
