In this article, we'll go over importing your transactions from CoinTracker into our platform. To get started, go to add a service and select CoinTracker.
Select the file upload
Now we'll need to upload our CSV file into the field provided.
To get this file, we'll need to go to the transactions page on CoinTracker's website. Then select "Download CSV".
Now we can upload that file onto our platform. Once finished, our platform should present a list of all the exchanges that were detected in your CoinTracking account.
The names on this list are the same as in your CoinTracker account, but you can select the providers of these exchanges on this page. If you don't select anything, the platform will choose a default option.
After choosing the providers for each wallet/exchange, press "next" to see a list of all the currencies that did not match in our system automatically.
We need to specify what these are from the assets that are listed on CoinMarketCap. If you do not specify the asset in this list, our platform will try to classify it automatically, and if it can't find a match, it will add it to the unknown currencies section of our review process.
The thing to be careful of here is that it might mis-classify an asset if you do not classify it on this page. If this happens, you'll have to edit each transaction to change the asset or classify the transactions of that asset as "ignored".
Once you're finished classifying your assets, press "save" to finish the import process. Now you should see all your transactions on our platform.
We need to note that everything that gets imported is historical data that's manually imported. That means it won't update by itself.
so if we want our wallet/exchange to update with new transactions automatically, we'll need to create new wallets for these separately using our API-Keys/Wallet-Address'.