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Import Exchange Transactions

How to import data from centralized exchanges

Shane Brunette avatar
Written by Shane Brunette
Updated over a month ago

Crypto Tax Calculator (CTC) supports over 3,520 integrations, including 162+ centralized exchanges, with more being added regularly.

There are three ways to import your exchange data into CTC:

  1. Sync via API

  2. Upload File

    • Exchange file

    • CTC custom CSV

  3. Connect Your Exchange Account (Open Authorization)

Sync via API

  1. Go to the Integrations page.

  2. Click 'Add integration ' and search for your exchange.

  3. Select 'Sync via API' and follow the instructions on the Integrations page to generate an API key, secret, and passphrase (if required).

Note that we only require read-only API keys, so please follow the instructions carefully when creating your API details. CTC will not be responsible for any loss of funds if you add keys with incorrect permission. Never add keys that enable trading or withdrawal. If you are not sure, reach out to the exchange support.

Upload File

Upload Exchange File

  1. Go to the Integrations page.

  2. Click 'Add integration ' and search for your exchange.

  3. Select 'Upload File' and follow the instructions to download the file.

It is important not to touch the file before uploading. Sometimes, your computer can change the file format automatically, which can cause issues uploading.

Some exchanges may provide multiple file types for the same transactions. CTC extracts specific information from specific file types, so carefully follow the instructions provided when downloading files.

Upload CTC Custom CSV

Use the CTC custom CSV for missing transactions or unsupported exchanges. Refer to this guide for a step-by-step walkthrough.

FAQ

Why is my API key failing to sync?

Review the instructions on the Integrations page to ensure the API key and secret were generated correctly. If a sync fails, an error code will typically appear to indicate the reason. Refer to these guides for troubleshooting:


What if the integration I need isn’t supported?

If your desired wallet, exchange, protocol, or blockchain isn’t supported, you can request its integration:

  1. Click 'Add integration' and search for your exchange.

  2. If you can not find it, click ‘Request an integration.’

Note: Adding new integrations takes time. In the meantime, we suggest you import your data using our custom CSV template.


Why are some transactions missing after syncing via API?

Certain types of transactions may not sync due to API limitations or restrictions from the exchange. To resolve this:

  1. Double-check the instructions, including the ‘Additional Notes’ section.

  2. Add missing transactions using:


Do I need to add a new API key to import new transactions?

No, you don’t need a new API key. Simply click the Resync button, and CTC will automatically import new transactions since the last sync.


Can I reuse an API key from another crypto tax software?

It’s best to generate a new API key for CTC. Different platforms may have unique API requirements, and using an existing key might cause sync issues.


What should I do if syncing is taking too long?

Syncing via API can take anywhere from 5 minutes to over an hour, depending on transaction volume and exchange-imposed restrictions (e.g., API rate limits). While syncing, you can continue using the app and add additional exchanges or wallets.


Why is my CSV file import failing even after following the instructions?

The exchange might have updated its CSV format without CTC realising it, causing compatibility issues. If this happens, please contact our support team with the exchange name and CSV file for assistance. We’ll investigate and work on supporting the new format.


What about Decentralized Exchanges?

If you traded on a decentralized exchange, you can pull data directly from the blockchain by selecting the network in the import list and entering your public wallet address. For example, if you used Uniswap on Ethereum, search for 'Ethereum' on the Integrations page and import your Ethereum wallet address to retrieve your Uniswap transactions.

Still Need Help?

If you’ve followed all the steps above and are still experiencing issues, we're here for you! Feel free to reach out to us via the in-app chat in the bottom-right corner and we’ll work with you to resolve the issue 😃

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