In this article, we will explain how to save, export and import custom settings via the Custom Importer in CoinTracking.
Please note: It's important to understand how the Custom Importer works, in order to import/export custom settings. We have created an article where we explain how to use the Custom Importer: Custom Importer FAQ
This article is separated into two sections:
1) Exporting custom settings
2) Importing custom settings
1) Exporting custom settings
The exporting feature is useful if you want to import your custom settings into another account. This way, you can easily import your custom settings instead of setting them manually again.
Go to the Custom Importer and choose the file which you want to import, then click on “Continue to Import”
After you have correctly set your import settings, you can save them by clicking on "Save import settings as". This way you can use the same import settings in the future. These settings will only be saved in your current account.
Your saved settings can be found here:
Click on the drop-down menu "Save / load settings" and choose "Export current settings":
Now your custom settings file will be downloaded via .dat format.
2) Importing custom settings
You can utilize the import function to import custom setting files. These files can be either self-generated, available in our FAQ articles, or provided by our support team.
Go to the Custom Importer and choose the file which you want to import, then click on “Continue to Import”
Next, click on import settings in the drop-down menu "Save / load settings". Choose your .dat file and click on load to initialize the settings.
All parameters of the file have now been loaded successfully, and the custom settings have been configured for importing your transactions.
Please be aware that the custom settings generated (.dat file) will only be compatible with the specific file format of your CSV/XLS file.