In this article, we will explain how to create an API job for an exchange, as well as instructions on how to delete a job if it's no longer required (e.g., if the API key has become invalid). We will use the OKX API import as an example.
This article is separated into three sections:
1) Creating an API Job
2) Choosing your API settings
3) Deleting/Removing an API Job
1) Creating an API Job
Follow the detailed step-by-step instructions provided at the top of each API page, keeping in mind any potential restrictions of the API.
After entering the API Key (and Secret) you can configure your API settings.
2) Choosing your API settings
Please note:
We recommend keeping all default settings for trade types unchanged.
By default, FIAT deposits and withdrawals are not imported, and we suggest leaving this setting as is.
However, if you prefer to import your FIAT deposits and withdrawals, you can disable this setting. Before doing so, we encourage you to read this article to understand how your FIAT transfers are managed when importing them versus skipping them: Different Ways of Managing Your Portfolio.
Further API settings include:
- Automatic overnight checks or manual checks (we recommend leaving this setting on "automatic")
- Label: This will create a trade group for a better overview as described here: How to create trade groups
- Start Date: Useful if you've previously used CSV for importing your transactions imports and are now switching to use the API for the same exchange. Setting a date in this field will prevent the import of any transactions prior to that date.
- Email notifications
3) Deleting/Removing an API Job
1. Go to your API Importer.
2. Click on "Edit."
3. Click on "Delete."
Please note:
If you delete your API job, the transactions which got imported by the API will not be deleted. If you want to remove these transactions as well, you need to go to the Transactions page and delete them. Please see the following article for more information: How to Edit and Delete Transactions
It is not possible to migrate API jobs to another linked CoinTracking account. Additionally, if you have deleted an API job and created a backup, you will not be able to restore the API through the backup. The API job will need to be set up again.
Common problems and solutions:
API Live Data Overview - Wallets and Exchanges
How to use the Blockchain Importer