There are two options for importing your CoinLedger trade history. You can upload your history via CSV files or import via a read-only access API. The CSV import process is laid out below.
Note: Coinbase and Coinbase Pro / GDAX are treated as two separate exchanges. If you used both, you need to import your history from each exchange. Here is the guide for importing Coinbase Pro.
Note 2: Advanced crypto trades are imported as Uncategorized transactions since Coinbase does export the quote amount of the trade. You can find these transactions by filtering for Coinbase and Uncategorized under the Review stage. They will be dipslayed as Uncategorized Deposits. You can select to edit these transactions and change the transaction from a Deposit to a Trade. Then set the quote amount to the correct value based on the data in your Coinbase account. Advanced fiat buys and sells are imported correctly.
Note 3: In the file, Coinbase shows fees in USD for Advanced trades as well as for Crypto-to-crypto trades. Please, make sure to edit these transactions and set fee asset and fee amount to the correct values.
*Very important to follow instructions exactly as shown in the video below to avoid errors*
Step 2:
Click on your profile icon and select Reports.
Note: VERY IMPORTANT to select Reports and NOT TAXES at this stage.
Step 3:
Click on the Generate Report button next to Transaction History.
Note: Do not select Taxes at this stage. The specific file that is compatible with our software is the one under Transaction History.
Step 4:
Click Generate Report with the following settings and then download the CSV Report.
Note: the PDF report will not work, so make sure to select the CSV.
Step 5:
You will receive a file in CSV format. From our software, navigate to 1. Import. Select Add Account then choose the Coinbase tab on CoinLedger. Click on Upload File and drag your CSV file into the box to import your transactions.
