Manual Import Guide
Import trades, crypto income, and outgoing payments through the Other Account tab
David Kemmerer avatar
Written by David Kemmerer
Updated over a week ago

CoinLedger offers multiple options / templates for importing transactions from exchanges or crypto platforms that are not currently supported.

This is the recommended template to use because you can import all transaction types in one file. Use this template to enter buys, sells, crypto-to-crypto trades, and all crypto deposit and withdrawal transactions.

Use this template to enter buys, sells, and crypto-to-crypto trades. This template is the easiest to complete, however, it does not include columns for adding trading fees separately. So you should use the Simple Format template to enter trades where the trading fees have already been applied. Instructions for the Simple Format template are detailed in the rest of this guide.

Use this template to enter buys, sells, and crypto-to-crypto trades. This template does include a column for adding trading fees separately, however you need to make sure you can interpret BASE and QUOTE currencies on your trade file and enter those correctly. Unfortunately, not all exchanges follow the same BASE-QUOTE format with the files they export.

Use this template to enter crypto income distributions from mining, staking, interest, airdrops, hard forks, and other crypto income.

Use this template to enter crypto payments - transactions where you disposed of crypto by paying for goods/services, or interest payments. Do not use this template for sells, trades, or transfers to your self-custodied wallet.

NOTE: You DO NOT NEED to add transfers, withdrawals, or deposits into our software. Our application keeps a running count of how much of a certain coin you own at any given time, so transfers are not needed to show that you moved a coin from one place to another.

Instructions for the Simple Format Template

The rest of this guide will explain the steps for importing using the Simple Format Template. As discussed below, this template is best for entering simple trades where the fees are already built into the trade. In other words, trading fees have already been applied.

For exchanges that export trade history files with detailed fee information, it may be more useful to use the Detailed Format Template.

Video Demo: Simple Format Template

Simple Format - Entering Trades and Importing the CSV File

Follow these steps to create the CSV file and import it into CoinLedger

Important Note: Please use Google Sheets to fill out this template. Excel will often format timestamps incorrectly which leads to errors*

Step 1: 

Make a copy of the Other Exchange Trade Import Template

Step 2: 

Fill out this template with each trade you would like to import (all columns are required and case sensitive)

  • Timestamp (UTC) - The UTC timestamp of your trade

    • This should be in the format of: mm/dd/yyyy hh:mm:ss

    • (VERY IMPORTANT to convert your exchange's local time into UTC!!)

  • Exchange - The name of the exchange where you traded

  • Asset Traded - The symbol of the coin/currency "traded away"

  • Amount Traded - The amount of currency that was traded away (including fees)

  • Asset Received - The symbol of the coin/currency "received" for this trade.

  • Amount Received - The amount of currency that was received (including fees)

Step 3:

Save this template as a CSV file:

Note: When saving the file as a CSV, do not put any punctuation or special characters in the title. If you do, the file will fail. Please include only letters or words.

Step 4

Within CoinLedger navigate to 1. Import stage and click Add Account + to open a new Other Account tab

Step 5

Select Upload File and drag the CSV file you just created into the outlined box.

Note - If your formatted spreadsheet is failing to import, please take a look at this troubleshooting help guide.

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