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How to import data from crypto exchanges and crypto services

Written by Robin Singh

Koinly has integrations for hundreds of exchanges and services (Coinbase, Binance, Kraken, Mexc, etc.), simplifying the data import.

There are 2 ways of importing data from your exchanges:

  1. Using API (auto-sync)
    If your exchange has an API (and Koinly supports it) then you will see the option to setup an API when creating the wallet. This option is ideal for most people as you wont have to deal with CSV files and your data will be kept in sync as you continue to trade.

    • To update your wallet, you can click "Sync now" to import most recent transactions
      ​

  2. Using CSV files
    ​Import a CSV or Excel file into Koinly. If your exchange allows you to export a transaction history file then you can import that to Koinly directly. You will have to repeat this after making more trades to keep Koinly up to date.

    • To update your wallet, you have to export a new CSV file from the exchange with most recent transactions and import it to Koinly (to the same wallet)

Integration instructions

We have detailed step-by-step instructions for each exchange in our integration pages - the same instructions will also show in-app when adding the exchange to Koinly.

Be sure to follow our instructions exactly to avoid any unnecessary errors or delays due to additional troubleshooting:

👉 https://koinly.io/integrations/

Creating a new exchange wallet

  1. Go to the Wallets page on Koinly and click on Add Wallet.

  2. Find the exchange you want to add and click on it.

  3. If the exchange you are trying to add has an API integration, you will see the "Setup auto-sync" option. Enter your API keys and click Secure Import

  4. If you prefer to import a file with your data then you can select the Import from File option instead.

Importing data into an existing wallet

If you already created a wallet, you can still connect it to an API or import new files to it.

  1. Go to the Wallets page and click on your wallet.

  2. If the wallet has an API you will see the option to "Setup auto-sync" option for it as seen in the video above.

  3. To import from the file just click on the Import file button and follow the instructions

Sync errors

If your sync fails, you will see an error message on the Wallet and there won't be any transactions imported. Usually, this means that:

  1. The API key expired

  2. The API key was created incorrectly (missing permissions, whitelisted IPs)

  3. API is temporarily unavailable - syncing again later will help

For more information on different errors when syncing API wallets and how to fix them, check the article:

👉 API Sync errors: Access Denied (red warning after syncing)

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