Review the following guide for a step-by-step walkthrough on importing your Caleb & Brown transactions into CoinLedger!

Step 1

First, login to your Caleb & Brown account.

Step 2

Next, navigate to the Transactions tab.

Step 3

On the Transactions page, click Summary.

Step 4

Then, on the following pop-up menu, select Transaction Summary CSV.

Under Time Period, select All Time. Then, press Export.
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NOTE: Please contact Caleb & Brown if you require transactions before Aug 2020. Only transactions after August 2020 after available to be exported from Caleb & Brown's website.

Step 5

You will receive your file in .csv format. Head to CoinLedger. Navigate to the Import page. Select Add Account then choose the Caleb & Brown tab on CoinLedger. Click on Upload File and drag your CSV file into the box to import your transactions.
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Note: It's important not to open the file before you import it as Excel can cause formatting changes to the file that prevent it from importing.

When importing a transaction history CSV, you will have the option to specify a start date for your import under the Drag and Drop Files Here box. This feature is designed to prevent duplicate data from being imported. You can access this feature by hitting the Import Settings drop down menu, as shown below, and then specifying a date for your import to start from. All transactions after this date will be imported. You should not do this if you are importing all of your transactions into CoinLedger for the first time.

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