To the easiest way to import transactions from an exchange, wallet, or service is to connect with API keys or import a downloaded CSV/XLSX file to Coinpanda. Even though we support almost every single exchange on the market today (and we are continuously adding support for more), there might be a few reasons why you want to import transactions using our generic Excel file template instead:
- the exchange/wallet/service is not supported by Coinpanda yet
- the exchange does not support API or export of transactions as CSV/XLSX file
- the exported file from the exchange contains wrong or missing data
Below is an example of how transactions may be entered in the generic file template:
How to import transactions with generic file template:
- Download the sample file in either CSV or XLSX format
Download CSV file →
Download XLSX file →
- Delete all example transactions and add your own according to the requirements below
- Save the file and upload to Coinpanda
Note: You can upload the file to all wallets!
This is how you upload the file to any of your wallets:
Click Import data from file
Select the file you want to upload. Then click the Import Transactions button.
- Date: All dates should be UTC timezone
- Type: Type must be either Trade, Transfer, Send, or Receive (see below for explanations)
- Sent Amount: The amount sold/withdrawn/sent (outgoing)
- Sent Curr: Currency sold/withdrawn/sent (outgoing)
- Received Amount: The amount bought/deposited/received (incoming)
- Received Curr: Currency bought/deposited/received (incoming)
- Fee Amount: Any associated fee amount
- Fee Curr: Fee currency if you paid any fee
- Label: You can only specify label for Receive or Send transactions:
Type=Receive: Airdrop, Fork, Gift, Mining, Staking, Income
Type=Send: Lost, Donation, Gift, Cost
- Description: Description of the transaction, eg. "Sent bitcoin to mom"
- TxHash: Transaction Hash
Important about fee
The fee is always on top of what you paid or sent. Example: you bought 0.5 BTC and paid 4,500 EUR + 25 EUR in fees. In this case, Sent should be 4,500 EUR, Received should be 0.5 BTC, and Fee 25 EUR. Alternatively, you can specify Sent as 4,525 EUR (total amount paid) and leave Fee empty which gives the same cost basis.
Transactions from sample file explained
Example #1 - Row 2
The first transaction in the sample file is a Trade transaction. In this case, we have bought 1.5 BTC and paid 5,000 USD. We did not pay any fee so this field is left empty.
Example #2 - Row 5
This is also a Trade transaction. On the 4th of January, we sold 10 ETH and got paid 850 USD. We did also pay a fee of 0.001 BTC to the exchange which is specified in the Fee column.
Example #3 - Row 7
We made a withdrawal of 20,000 ADA from an exchange. The exchange charged a fee of 5 ADA for the withdrawal which is specified in the Fee column. Note: we must specify 20,000 ADA in the Sent column (a withdrawal is outgoing). Type should be Transfer for both withdrawals and deposits from exchanges and wallets.
Example #4 - Row 9
Ontology did an Airdrop of ONT tokens to early supporters. We were lucky and received 1,000 ONT on the 8th of January. Note that the amount is specified in the Received column because an airdrop is always incoming (an increase in our holdings).