Ledgible offers a direct file import for all listed exchanges, wallets and chains. This means that you can generate a transaction history file and upload it to Ledgible with no formatting required, by selecting the crypto source that corresponds to your wallet or exchange. Please note that API connections and blockchain scans can often be used in place of a listed file import, and will have added benefits such as being able to scan for new transactions.
- File Import Step-By-Step Instructions
- Using the File Import Template for Wallets
- Example File Import Wizard Entries
- Related Resources
File Import Step-By-Step Instructions
To import your cryptocurrency wallet by File Import:
- Log into your Ledgible account.
- Navigate to the Crypto Sources tab.
- Click Add Source on the top right-hand side.
- To add your transactions by file import, navigate to source in question, and click to open more options. For the purpose of this example we will be using Uphold.
- On the page that opens, name your crypto source in the field at the top, select the account ownership type below, and select Import transactions from files to import your wallet by address.
- On the next page, you will receive instructions on how to generate a transaction history file from the crypto source in question. Once you have your file, import it by clicking the Add File button, or drag and drop your file in.
- Ledgible will scan the file and list the number of successfully processed transactions. Click Next.
- On the following page, review the information displayed and click Create: your transactions will be added into Ledgible.
Using the File Import Template for Wallets
To upload transactions using the File Import wizard, please note the following examples and instructions.
Note that these instructions are also included in the template file you can download through the application; please remove any of the lines that begin with 'DELETE-ME;' prior to attempting to upload your data.
IMPORTANT: You *must* remove all lines beginning with 'DELETE-ME' before attempting to upload this file
Each row that you upload must include the following fields in the following order:
- Date - The date on which the transaction occurred
- Must be in MM/DD/YYYY HH(24h):mm:ss format
- The date will be converted to UTC time upon upload
- Ex: 12/14/2019 13:45
- Type - The type of the transaction
- Currency Symbol - The Symbol of the cryptocurrency you bought or sold in the transaction
- Ex: BTC or ETH
- Quantity - The number of units of the cryptocurrency you transferred
- Ex: "3.5738"
- Tax Category - An optional classification that can be added to transactions for tax purposes.
- Options available depend on the type of transfer.
- Transfer-In: fork, work, deFi, mining, stakingReward, or gift
- Transfer-Out: gift or donation
- Adding a category is not required to upload.
- Transaction Id - An optional unique identifier to differentiate between transactions. If not provided, a unique id will be created on upload.
- Ex: d20212b2-2d1b-4a64-b063-bcaa4b6e69f1
Example File Import Wizard Entries
Two correctly formatted sample entries have been provided below along with a description of the transaction each is describing:
On March 1 2020 - Transferred 1 BTC a a gift in Transaction Id a79066cf-bf0f-4d84-8ec5-11b0bba89d27
On August 10 2020 - a transfer of 1.5549 BTC was sent to this wallet in Transaction Id 7c75c737-7e7a-493f-8e4b-4c2535fd98e8