Koinly

Robin Singh

Carl

Jack

Importing data

How do I add transactions?

How to import data from crypto exchanges and crypto services

How to import data from blockchains (Bitcoin, Ethereum, Solana, etc.)

How to import data from hardware wallets (Ledger, Trezor, etc.)

How to import data from DeFi protocols like Uniswap, Pancake Swap, etc.

How to import data from unsupported exchanges/wallets/services/coins

How to get the xpub from different wallets (BRD, Ledger, Jaxx, etc.)

Learn how to create your own CSV file with your transaction history to import it to Koinly. Download Koinly's custom templates and fill them with your transaction data

How to create a custom CSV file with your data

How to import mining / staking income

How to import a CSV or Excel file

How to add transactions manually

How to add NFT trades manually (using NFTx placeholders)

Learn how Koinly treats NFT transactions, how different types of NFT-related activity looks in Koinly after importing, and how to fix the most common issues with NFTs.

How Koinly imports NFTs

How to import a CSV file using a different timezone

How to re-import transactions after a token update

Previously "Resync your wallet from the beginning"

How to trigger a full re-sync

How duplicate detection works in Koinly

Migrating to Koinly from another tax calculator

How to modify CSV files to import them to Koinly

Instructions

Errors when importing transactions

Some transactions are missing

CSV import: Unknown file - Unable to import this file automatically

CSV import: timestamps are not in UTC timezone

Bitcoin, Litecoin, Cardano: No transactions or few txns imported

API sync: "API has been upgraded" warning on the troubleshooting page

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

I set the market price for a token but my Dashboard still shows zero

How to fix currency issues if Koinly imported the wrong asset

Wrong token imported

Common issues

API Sync > API limitations

Carbon (ETH)

Common issues with Binance

Common issues with eToro

Common issues with Crypto.com

Coinbase and Coinbase Pro

Strongblock nodes

Closed exchanges (MtGox, Cryptopia, etc.)

dYdX - PNL trades

Common issues with Solana

Cross-collateral accounts

Platform-specific issues

Home

Blog

Terms

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search and ask

Find guides, answers, and references.

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.