Uphold - File Import Guide
How to import your Uphold transaction history into CoinLedger
David Kemmerer avatar
Written by David Kemmerer
Updated over a week ago

Important Update - If you have a file import for Uphold before 2/18/2022 it's recommended to re-import for Uphold in order to properly account for fiat purchase transactions. You can do this by clicking +Add Account and creating a new Uphold tab. If the new file import is successful you can remove the old tab.

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.

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