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Custom Importer

TL;DR:
 If your exchange or wallet isn’t supported directly by CoinTracking, you can still import trades using the Custom Importer. This tool allows flexible importing from most sources, as long as you correctly assign the required fields. The Custom Importer is especially useful when dealing with large datasets or when CSV/Excel imports aren't sufficient.


Overview

If your exchange or wallet is not supported directly by CoinTracking, you can still manage your trades using the Custom Importer. This tool allows for flexible importing of trades from almost any source, as long as you match the necessary fields correctly.

You can also manually add transactions via the Transactions page or use the Excel Bulk Import. The Custom Importer is best when you want more control over formatting or have a large dataset.


Steps to Use the Custom Importer

Step 1: File Format and Settings

  • Column Separator: Usually auto-detected. Adjust only if necessary.

  • First Line: Choose the line where your first trade starts. Often line 2 for exchange exports (header in line 1), line 1 for self-made files.

  • Duplicate Imports: Already imported trades are skipped unless you explicitly allow duplicates.

Trade Data Fields

  • Trade Date

  • Buy Amount: Quantity purchased

  • Buy Currency

  • Sell Amount: Quantity sold

  • Sell Currency

    • If both currencies are in the same column (e.g., "BTC/LTC"), define the delimiter under parameters.

Optional Data Fields

  • Fee Amount and Fee Currency: Must be configured if you need calculations.

  • Trade ID: Prevents duplicate imports

  • Comment: Displays additional info alongside trade

Additional Options

  • Exchange Name: Assign one name to all trades (e.g., Bitpanda)

  • Trade Group: Categorize trades (e.g., "Mining")

  • Save Settings: Store settings for repeated imports


Step 2: Check the Main Table

Once you've assigned fields, check the preview table. Make sure:

  • Values and dates are correct

  • No errors or misaligned data exist


Step 3: Apply Parameters (If Needed)

Add up to 10 custom rules. Examples:

  • Declare as Deposit if Column 1 = Deposit

  • Declare as Withdrawal if Buy amount = 0

  • Reverse Buy/Sell if a column equals "Sell"

  • Adjust Fee Amount based on trade value (e.g., Buy amount * 0.0015)

  • Ignore lines with specific content (e.g., if Column 7 contains "ledger")


Step 4: Start Import

  • Once all fields and rules are correct, click Start Import

  • Save your settings for future use


Custom Settings Templates

You can now save, export, and import Custom Importer settings using template files.

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