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CSV Import issues for Exchanges

TL;DR: Always re-import your CSV using the correct importer and unedited files. Most issues come from the wrong file format, a corrupted structure after opening in Excel, or mixed data types (like Revolut crypto+stock exports). Manually add any transactions that the exchange CSV doesn't cover, always check the ValiChecks before generating your tax report, and use the Balance per Exchange page to spot problem exchanges. Process one exchange at a time, back up your account before deleting data, and contact support (English or German only) if issues persist.


Common CSV Import Problems

CSV import issues are usually caused by one of the following:

  • Wrong file used for the exchange

  • File format altered by opening in Excel or similar software

  • CSV data not covering all transaction types

  • Mixed asset types in one export (e.g., crypto and stock trades together)

  • Overlapping or duplicate imports

The first step in troubleshooting is to re-import the CSV. Navigate to the appropriate CSV importer page and follow the steps exactly. If you're working through several exchanges, process them one at a time rather than re-importing everything at once. This makes it much easier to spot where an error occurred.


How do I find out which exchange or wallet is causing the problem?

Use the Balance per Exchange page to review your holdings broken down by exchange/wallet. This makes it easy to identify which exchange has missing, duplicate, or incorrect data before you start fixing anything.


Example: Re-Import of Phemex CSV Data

  1. Double-check that you downloaded the correct file from your exchange.

  2. Do not open the file in Excel or spreadsheet tools. They may modify date or number formatting.

  3. If you need to view the file, use a text-based editor like Notepad++.

  4. Create a backup of your CoinTracking account.

  5. Go to Transactions > Bulk Edit/Delete and remove all entries from the problematic CSV (e.g., "Phemex") in a grouped/bulk action, rather than deleting transactions individually.

  6. Return to the Phemex CSV Importer and re-import the file exactly as instructed.

Use this same approach for any exchange that needs to be re-imported. Always delete the affected exchange's transactions in bulk first, then re-import cleanly.


Why won't my Revolut CSV import correctly?

Revolut exports can include both crypto and stock trades in the same file. CoinTracking's Revolut importer only supports crypto-only data. If the CSV contains stock trades mixed in with crypto transactions, the importer may fail to recognize the transactions correctly.

Before importing:

  • Make sure your exported file contains crypto data only, excluding any stock trades.

  • Refer to the dedicated Revolut import guide for step-by-step instructions (including a video walkthrough) on how to export crypto-only data from the Revolut app.


CSV Import Page Reminders

  • Review restrictions and limitations shown on the CSV import page.

  • Check the supported transaction types listed on the right side of the importer.

  • If your export is available in multiple languages, download the English version of the file and try importing again. Non-English exports can sometimes cause recognition issues.

Many issues arise when trying to import unsupported data (e.g., staking or airdrops) that the exchange did not include in its export.


When Exchange CSVs Are Incomplete

Not all exchanges provide full data sets via CSV. If data is missing:

  • Manually enter the missing transactions via the Transactions page.

  • Consider using the specific wallet or coin importer instead of (or in addition to) the exchange CSV importer if the exchange's CSV export doesn't cover all the data you need.

  • Refer to the importer page for guidance on what is or isn't included.

Why is my tax report incomplete even after a successful CSV import?

A CSV import only covers what the exchange includes in its export. To ensure your tax report is complete and accurate, you still need to manually add any transactions that were missing or incorrect in the CSV. When adding these manually:

  • Always enter the correct exchange name in the transaction so it's properly attributed.

  • These manual entries will show up as "Manual Entry" on the Balance per Exchange page, so you can easily distinguish them from imported data.


What should I check before generating my tax report?

Before creating your final tax report, always check the ValiChecks for any warnings or errors. Resolving these first helps ensure your imported and manually entered transactions are consistent and that your report is accurate.


Advanced & Support Options

If CSV files still don't work correctly:

  • Use the Custom Importer for more complex CSV formats (recommended for experienced users).

  • If you continue having issues, contact CoinTracking Support with a copy of the CSV file and a description of the problem, so the file can be checked further.

  • Note that CoinTracking Support only handles inquiries in English or German.


Summary CSV issues usually stem from file format changes, wrong importer selection, or mixed asset data (as with Revolut). Always use original, unmodified files, download the English version if available, and follow the importer instructions exactly. Delete affected exchange data in bulk before re-importing, and handle one exchange at a time. Use the Balance per Exchange page to spot problem exchanges, manually add any missing transactions (with the exchange name included), and check your ValiChecks before generating a tax report. When in doubt, consult the exchange's CSV help section or reach out to our support team.

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