There are two ways to sync your data in Crypto Tax Calculator (CTC) after an API source is imported. The features sync and hard sync are only available when you import your data via API or wallets, they do not apply if you import your data via CSV files.
Feature | Description |
Sync | Synchronizes the data only from the last sync point. |
Hard Sync | Synchronizes the entire dataset from the beginning of time or the custom date you set up when adding the API source. |
If you want to sync transactions starting from a specific date rather than from the beginning, please refer to the How to Sync From A Specific Date guide.
Sync
When you sync your API key or wallet, CTC updates your data from the last sync point, preventing duplicates from the same source. To check the last sync time, hover over the 'Synced' column on the Accounts page and click the button to sync.
You can sync data in two ways:
By blockchain/exchange/account – Use the upper set of three dots (as shown below).
By specific API source – Use the lower set of three dots (as shown below).
This ensures your transaction history stays up to date.
Syncing a singular API account
Go to the Accounts page and expand the blockchain, exchange, or account.
Hover over the API source you want to sync.
Click the three dots next to it and select Sync from the dropdown menu.
This will import the latest data from the last sync point for the selected API source.
Syncing multiple API accounts
Go to the Accounts page.
Click the three dots next to the blockchain, exchange, or account.
Select Sync from the dropdown menu.
This will update all APIs under the selected blockchain, exchange, or account with the latest data from the last sync point.
Hard Sync
The hard sync function thoroughly synchronizes the entire dataset from the beginning of time or the custom date you selected for the selected API or wallet.
During this process, CTC will check for any transactions that don't exist in CTC, which includes the transactions deleted previously (but not the 'ignored' ones).
Note: We recommend ignoring transactions rather than deleting them. This keeps them accessible and prevents the need to delete them again if you perform a Hard Sync in the future.
Does Hard Sync Change My Existing Data?
No, performing a Sync or Hard Sync does not modify, delete, or overwrite any transactions already imported from that data source.
CTC only imports transactions that are not yet recorded in your account. However, in some cases, if an exchange updates its database and modifies transaction details, CTC may reimport the same transaction again during Hard Sync.
How Does CTC Recognize Transactions?
API source | How CTC recognizes transactions |
Exchange API | CTC identifies transactions based on the unique ID provided by the exchange. |
On-Chain Wallet | CTC uses the unique Tx ID (Transaction ID) to recognize transactions. |
Changes to a transaction’s category, timestamp, or amount do not affect how CTC identifies it, as long as the original Tx ID (on-chain wallets) or ID (exchange APIs) remains unchanged.
How to utilize the hard sync feature?
Examples of how Hard Sync is useful can be seen below (Note: Keep in mind that hard sync could duplicate the transactions.):
Scenario 1 - You want to re-import the original data for some reason.
This comes in handy when you accidentally break the transactions and can not be restored. You should try to restore the transaction first by following this guide. If that doesn't work, you can follow the below steps:
Filter the tx ID and ensure you delete all transactions associated with that tx ID.
Hard-sync the API/wallet.
Scenario 2 - The exchange or blockchain API endpoint starts supporting new types of data that weren’t supported previously.
Note: If you've already imported the missing data via other sources (e.g., a CSV file), you should reconsider which approach suits you better before hard syncing as it will 100% bring in duplicate transactions.
In this case, 'sync' does not bring in the previous data. You need to hard sync to import the previously missing data.
Scenario 3 - Missing transactions.
Occasionally, there might be part of the transaction missing due to the API connection stability between Crypto Tax Calculator and the exchange API endpoints. Hard sync can bring in the missing transactions. (E.g., A buy and a sell transaction with the same Tx ID, but only the buy was imported.)
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 😃