Koinly has integrations for hundreds of exchanges and services (Binance, Celsius etc) making it very easy to import data.

There are 2 ways of importing data from your exchanges:

  1. Using read-only API connections (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.
  2. By importing 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.

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 hit 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 file just click on the Import file button and follow the instructions

Fixing sync errors

If your sync fails, you will see an error message on the Wallet. In most cases this happens because you used your API keys in some other service or your API keys have not been activated (maybe you didn't click on the verification email). You should also ensure that the API key does not have any IP restrictions. Koinly does not support API restricted keys at this time.

If the error message sounds cryptic, you can just try syncing again - that fixes most issues. If there's still a problem, contact us on Live Chat.

Did this answer your question?