Review the following video for a step-by-step walkthrough on importing your Uphold CSV file to our software, or view the individual steps below!
Step 1:
Navigate to your Uphold account.
Step 2:
Click on the Activity tab on the left-hand side of the wallet.
Step 3:
Click on the Document icon near the Activity title. Click on the Transaction history option from the dropdown menu.
Step 4:
Click the Generate Report button.
Step 5:
Check your email for the Transaction history request you just made and click Download from within that email.
Step 6:
In the CoinLedger app, navigate to Step 1. Import. Select Add Account and then choose the Uphold tab on CoinLedger. Click on Upload File and drag your CSV file into the box to import your transactions.
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.
