Please note: The API functionality which enables automated trade data imports into the CoinTracking platform is available only to users with active CoinTracking Pro, Expert or Unlimited accounts.
Free CoinTracking account users can manage their trade data reports with the manual CSV Export/Import Statement import function, as described in the “How to import the Kinesis CSV account statement to the CoinTracking platform?” section of this guide.
How to Export a CSV file from your Kinesis account?
You can manually export your trade data statement for a specified period in a CSV format, compatible with the CoinTracking platform, from the Transactions section, which you can find at the top of any of these 4 pages:
- Home
- Assets
- Exchange
- Payments
CSV export functionality on the Kinesis dashboard:
STEP 1: Enter the Transactions tab on top of the: Home, Assets, Exchange, or Payments page.
STEP 2: Locate the Export Statement option by clicking the three-dot menu in the top-left corner of the page.
STEP 3: A pop-up with supported Statement Types will be displayed:
Transactions - Holdings - Account Balance - CoinTracking Account balance.
STEP 4: From there, you can select the statement type and the currency you want to report.
Select the CoinTracking Account balance option and click Export to have your report automatically downloaded.
Alternatively, you can download your specific transactions from the Exchange hub, in your Order history.
You can then easily import your downloaded CSV file into the CoinTracking platform, by following the steps outlined below.
How to import your CSV statement to the CoinTracking platform?
OPTION A: DIRECT KINESIS CSV IMPORTS
STEP 1: While logged into the CoinTracking website, go to the 'Enter Coins' tab and find Kinesis.
Alternatively, you can scroll down the Enter Coins tab to find the Kinesis logo, then click the icon to enter the dedicated Kinesis CSV page on the CoinTracking platform. You can also access it under this link.
STEP 2: On the dedicated Kinesis CSV Import page, you can find the list of specific instructions on how to export the CSV file from the Kinesis platform and import it into your CoinTracking account.
If you have already exported the CSV trade data report from your Kinesis account, you can simply drag it and drop it into the designated box on the page, then click the Continue to import button.
STEP 3: On the next page, you can review your transactions for duplicates or missing trades. Once you have verified that all your trades are listed correctly, click Start Import.
All done - your CVS import is now ready!
_________________________________________________
OPTION B: MANUAL CSV IMPORTS
STEP 1: While logged into the CoinTracking website, go to the Enter Coins tab > and scroll down to find the CSV Import in the Other section at the bottom of the available options.
STEP 2: You will be taken to the CSV Import page, from where you can simply upload your Account Statement file you have earlier exported from the Exchange hub.
STEP 3: From there, you can check if your trades are correct and then start migrating the trade information into CoinTracking by clicking the Start import button, allowing you to easily generate your trade data report.
STEP 4: On the next page you can review your transactions for duplicates or missing trades.
Import information:
- You can use the following types in the 'Type' column: Trade, Deposit, Withdrawal, Income, Mining, Gift/Tip, Spend, Donation, Gift, Stolen, Lost.
- There is no trade limit. You can include as many transactions as you want. But for a faster import, we recommend splitting up files with more than 5000 transactions into multiple files
- Fees, exchanges, trade groups and comments are optional and will be listed on the Enter Coins page.
- Don't use semicolons (;) in the Excel file.
- If you want to import the exported file into another CoinTracking account, make sure both accounts use the same language.
Once you have verified that all your trades are listed correctly, click Start Import.
All done - your CVS import is now ready!