This article describes how to use the Custom Importer.
If your exchange or wallet is not supported by CoinTracking, you can enter your transactions either manually on the Transactions page, with our bulk importer Excel Import or via Custom Importer.
The Custom Importer allows you to import trades from almost all exchanges and sources. Before you start, you need to assign the correct columns to all values. Here's how it works:
Steps:
1. Look at the table in the import settings. It includes your trades in a structured form. Assign the appropriate column to all values.
2. Check the main trades table. Just as your trades are listed here, they will be imported into your account. Ensure all values and dates are correct and pay attention to the info and error messages.
3. Use the parameters, if some data needs to be changed.
4. Once you are satisfied with the results, click on the "Start Import" button. Do not forget to save your options beforehand. This will make it easier to import from the same source in the future.
Step 1:
File format and settings:
- Column separator: Setting how the rows of the file are separated. CoinTracking will try to auto-detect the separator. Therefore this field usually does not have to be changed.
- First Line: Select the line of your first trade.
For exchange imports, it's usually the 2nd line, as the first line is the header line (name of the row).
For self-created Excel documents it could be the 1st line, if you have not inserted a header line.
Just check the table and select the line number with the first trade data. - CoinTracking will detect already included trades in your account and skip them. If you want to import duplicates, set the field to "no".
Trade related data:
- Trade Date
- Buy amount: The amount of a currency you have bought in your trade.
- Buy currency: The currency you have bought in a trade.
- Sell amount: The amount of a currency you have sold in your trade.
- Sell curency: The currency you have sold in a trade.
Please note: If Buy Currency and Sell Currency are in the same column, an additional parameter will appear indicating how the two are separated.
Example: BTC/LTC
Optional trade data:
- Fee amount: The amount of fees you paid at transaction.
Please note that the purchase and sale values displayed on CoinTracking already include all fees! If the fees have to be calculated with the final amount, this must be defined via the parameters "Math for values". You can read more about this in the "Parameters" section below.
- Fee currency: The currency of fees you paid at transaction.
- Trade ID: It will help CoinTracking to prevent importing duplicate trades. If no trade id is given, leave it empty and we will try to detect duplicate trades based on the trade data.
- Comment: This optional information will be displayed later next to your trade data.
Additional Information and Templates:
- Exchange: You can add an exchange name like "Bitpanda" to all trades in this import.
- Trade-Group: You can add a trade group like "Mining" to all trades in this import.
- Save / load settings: You can save all selected options and parameters and load them quickly in the future for further imports.
Parameters:
Add up to 10 parameters, like "If, Then", detecting deposits & withdrawals, calculations, removing characters and more.
Examples:
- Declare as Deposit if Column 1 = Deposit
- Declare as Withdrawal if Buy amount = 0
- Reverse buy & sell currency if Column 2 = Sell
- Reverse buy & sell amount if Column 3 (containing the buy value) < 0
- Set fee currency = buy currency, if Column 5 = Trade Sell
- Set buy value = sell value, if Column 6 <= 0
- New fee amount = buy amount * 0.0015 (assuming fee of 0.15%)
- Remove last 3 characters from buy currency (assuming buy currency is "BTCUSD")
- Ignore lines if Column 7 contains ledger
Now the "Custom Importer" settings are shown with a simple example:
Additionally, you can now save, export, and import your custom settings via the Custom Importer in CoinTracking: How to import/export custom settings.
You can find more examples and specific exchange settings or templates in our FAQ section "CSV, API & Wallet Import FAQ". Please create a ticket if you need help with the settings.