Step 1

First, reach out to the Metal Pay support team and request a CSV file of your transaction history for all years on your account. Be sure to request as wide of a date range as possible to ensure your full transaction history is imported into CoinLedger.

Step 2

Download the file Metal Pay sends to you, and next, head to the CoinLedger app.

Step 3

Add a Metal Pay account by clicking Add Account > and searching for Metal Pay.

Click on Upload File and drag your Metal Pay CSV file(s) into the box to seamlessly import your transactions. Each of your transactions will now import.

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.

​