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At KoinX Books, we’ve worked hard to make crypto accounting as seamless and intuitive as possible. To ensure a smooth onboarding experience and fast account setup, we recommend keeping the following data readily available. Having this information at hand will also help you stay compliant with your local tax jurisdiction and streamline your accounting workflows from day one.

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Essential Data for Setup

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API Keys, Wallet Addresses, or Blockchain Domains

To automatically import and sync your crypto transactions into KoinX Books, please keep one of the following ready:
  • API Keys from the exchanges you use (e.g., Binance, Coinbase, Kraken)
  • Public Wallet Addresses for blockchain integrations (e.g., Ethereum, Solana, BNB Chain)
  • Blockchain Domains, if you’re using services like ENS or Unstoppable Domains.
Why it’s needed: This feature enables KoinX Books to securely retrieve your transaction history and keep your records up to date in real time, eliminating the need for manual data entry.

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CSV Files

If API integration is not available for a particular wallet or exchange, you’ll need to manually upload CSV files to import your transactions into KoinX Books.
  • Download the transaction history CSV files directly from the respective exchange or wallet.
  • Ensure the format is not altered or tampered with—upload the file exactly as provided by the platform.
Best used for importing historical data, unsupported exchanges, or one-time transaction logs.

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Chart of Accounts Structure (Optional)

If you plan to customize your accounting setup:
  • Have a basic structure of your Chart of Accounts (COA) ready
  • Include categories like assets, liabilities, income, expenses, etc.
KoinX Books provides a default COA, but importing your custom structure helps align with your internal accounting standards.

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Team Member Emails and Roles

If you’ll be collaborating with your finance or audit team:
  • Gather the email addresses of the team members you want to invite
  • Decide on their roles: Viewer, Editor, or Admin
Role-based access ensures data security and smooth collaboration.

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Closing Balances (If Migrating)

If you’re switching from another accounting platform:
  • Keep your most recent closing balances ready
  • This includes asset balances, liabilities, and any outstanding reconciliations.
This ensures your books remain accurate and audit-ready from the day you go live on KoinX Books.

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Final Tip

Taking 10–15 minutes to collect this data before you start will significantly speed up your setup process and help avoid back-and-forth later.

Getting Started with KoinX Books

What are the major capabilities of KoinX Books?

KoinX Books - List of Integrations

Last modified on March 6, 2026