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Import Options For New Integrations
Vivi Turla avatar
Written by Vivi Turla
Updated this week

Crypto Tax Calculator (CTC) continuously expands support for new exchanges, wallets, and blockchains. If you've been manually importing data using CSV uploads or the 'Add Transaction' feature due to an unsupported integration, you can manage your data more efficiently once the integration becomes available using the options below.

Pros and Cons of Each Option

Before choosing an option, ensure you read the pros and cons of each option to help you decide which suits you better.

Option

1. Keep Your Previously Imported Data

2. Restart and Sync All Data via API

Better suited if

- You’ve categorized or edited past transactions and prefer not to redo the work.
- You’ve already submitted the tax reports for the period.
- You’ve locked previous tax periods and do not want to unlock them.
- You only need to import new transactions moving forward.

- You want to start fresh, re-import, and review everything from the beginning using API or wallet sync.
- You think the existing data might be incomplete.

Pros

The existing transactions stay untouched, minimising the work and changes.

- Newly synced transitions may be automatically categorised by an improved CTC algorithm.
- You can hard sync from the beginning if you ever need to. - Single control over the import source.

Cons

If you ever need to use the hard sync feature, it will only sync from the specific date, not from the beginning.

- Past edits will be lost, and you may need to re-categorize transactions that are not automatically categorized.
- If periods are locked, you must unlock the relevant ones before making any changes. Be sure to understand the possible effects of unlocking tax periods before making any changes.

Option 1: Keep Your Previously Imported Data

  1. Check the last date of your existing data

  2. Import the API from a specific date. Follow the steps in our How to Sync From A Specific Date guide.

Option 2: Restart and Sync All Data via API

  1. Delete or ignore the old imported data. If you decide to delete, follow the steps below to delete the imported files.

Important: If your data involves locked periods, you will need to unlock the periods first before you can delete, ignore, add, edit or make any changes to your transactions. Make sure to review and understand the possible effects of unlocking periods before proceeding.

How to Delete the Imported Files

Important: We can not restore deleted files. If you delete data by mistake, you will need to re-add it manually. If you'd prefer to ignore the transactions instead of deleting them, you can bulk-ignore them by following the steps in the Ignoring or Deleting Transactions guide.

Delete All Imported Files At Once

  1. Go to the Accounts page and find the integration you want to manage.

  2. Click the three dots on the right side of the integration → Select Delete all.

Delete Per File

  1. Go to the Accounts page and find the integration you want to manage.

  2. Click the three dots on the right side of the CSV → Select Delete.

How to Delete or Ignore the Transactions I Manually Added Using the ‘Add Transaction’ Button

Important: We can not restore deleted transactions. Only delete transactions you no longer need. If you're unsure, consider ignoring the transaction instead. For more details, see our Ignoring or Deleting Transactions guide.

  1. Go to the Transactions page and filter by Import Type: Manual.

  2. (Optional) You can refine your search by applying additional filters, such as source or destination wallets and exchanges.

  3. Bulk-delete or bulk-ignore manually added transactions. Follow the steps in our How to Bulk Edit Transactions guide.


Still need help?

If you've followed the steps above and still have questions, we're here for you! Feel free to reach out to us via the in-app chat in the bottom-right corner or send your inquiries to [email protected].


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