How to Upload Data from Unsupported Exchanges or Wallets on KoinX - A Guide To Custom Integration on KoinX
Custom files are often the most effective method for importing transaction data from various wallets or exchanges into KoinX. This is beneficial in cases where your exchange lacks direct integration or if you are manually uploading your transaction history. To maintain the accuracy of your records and ensure proper integration, it is essential to upload transaction data in the correct format.
KoinX helps you import your custom file in a few simple steps. Downloading the provided template will guarantee that your data is formatted correctly for easy uploading. Once your file is ready, simply upload it to KoinX, and the platform will process your transactions automatically, making it easy to manage your portfolio and calculate taxes.
Follow this guide to get started and keep your crypto transaction records organised without the hassle.
Open the Custom File Template
Before you begin, you'll need the official KoinX Custom File Template to enter your transaction information.
- Open KoinX Custom File Template (opens in a new tab) on Google Sheets.
- For reference, see the KoinX Sample Spreadsheet (opens in a new tab), which includes example data.
Fill in Your Transaction Details
Once you have the template, you must fill in the details for each trade you want to import. Here is a summary of the necessary and optional fields:
| Header | Mandatory Field? | Cell Value |
|---|---|---|
| Date and Time (UTC) | Yes | Format: YYYY-MM-DD HH:MM:SS (24-hour format). Copy from the sample sheet to avoid formatting issues. |
| Type | Yes | Specify transaction type: Trade, Deposit, Withdrawal, Margin Trade, Futures Trade, or Expense. |
| Label | Yes | Determines transaction nature (Buy, Sell, Airdrop, Staking Interest, Futures Fee, etc.). |
| Received Coin | No | Enter the coin received in the transaction (e.g., BTC, USDT), or enter "-" if no coin was received. |
| Received Coin Amount | No | Input the amount of the received coin, or enter "0" if not applicable. |
| Received Coin Amount in Base Currency | No | Specify the equivalent amount in base currency, or enter "0" if unknown. |
| Sent Coin | No | Enter the coin sent in the transaction, or "-" if no coin was sent. |
| Sent Coin Amount | No | Specify the sent coin amount, or "0" if none was sent. |
| Sent Coin Amount in Base Currency | No | Enter the value of the sent coin in base currency, or "0" if unknown. |
| Fee Coin | No | Enter the fee deduction coin (e.g., BTC, USDT), or "-" if no fee was deducted. |
| Fee Coin Amount | No | Enter the fee amount, or "0" if there was no fee. |
| Fee Coin Amount in Base Currency | No | Specify the fee amount in base currency, or "0" if unknown. |
| TDS Coin | No | Enter the TDS deduction coin (BTC, USDT, INR), or "-" if no TDS was deducted. |
| TDS Coin Amount | No | Enter the exact amount of TDS deducted, or "0" if none was deducted. |
| TDS Coin Amount in Base Currency | No | Specify the TDS amount in base currency, or "0" if unknown. |
| From Address | No | Enter the blockchain source address for the transaction, or "-" if not applicable. |
| To Address | No | Enter the blockchain destination address, or "-" if not applicable. |
| Transaction Hash | No | Enter the unique transaction hash, or "-" if unknown. |
Save the File as an .xlsx
After entering all the necessary transaction data:
- Click File > Download > Microsoft Excel (.xlsx) in Google Sheets.
- Ensure your file is stored in .xlsx format, as KoinX does not support other formats for custom imports.
Log In to Your KoinX Account
- Navigate to KoinX Platform (opens in a new tab)
- Please sign in by entering your credentials to access your dashboard.
Go to the Integrations Tab
- On your dashboard, select Integrations (opens in a new tab) from the menu.
This section allows you to configure and manage exchanges with KoinX.
Click Custom File Under the Integrations Page
- Click “Add Integration” on the top right corner.
- Use the search or scroll function to locate “Custom File” in the list of available integrations.
- Click “Custom File” to begin the integration process.
This section allows you to manually upload a transaction file if your exchange or wallet does not support API-based integration.
Select the .xlsx File from Your Computer
Now that you’ve accessed the KoinX Custom File integration, it’s time to upload your transaction file:
- Click the section that says “Click or drag files to this area to upload”.
- Locate the .xlsx file you previously saved to your PC.
- Ensure you select the right file, formatted according to the KoinX Custom File Template.
- You can drag and drop the file from your system or choose a file to upload.
Click Upload, and KoinX Will Process Your Transactions
- Click the "Upload" button to begin importing your transactions.
- KoinX will start processing the file, analysing the data, and categorising the transactions.
- Wait for the message confirming a successful upload.
- If there are any errors (such as incorrect formatting), KoinX will alert you so you can correct and re-upload the file.
After the file has successfully been uploaded, you will be directed to the "Overview" page of your dashboard.
Why Use Custom File Integration?
- Import data from several sources that lack direct integration with KoinX.
- Maintain accuracy by manually verifying and structuring your transaction history.
- Accurately labeled transactions help you to track gains, losses, and tax liabilities easily.
Following these steps, you can easily upload your custom transaction history to KoinX. Download the template, format your data, and upload it to KoinX. This will ensure that your portfolio is accurately tracked and your tax computations are simplified, all with a few simple steps!