File Import allows you to record on-chain transactions that occurred on non-supported blockchain by importing either a template file or on-chain transaction export file.
If your wallet does not provide a list of addresses or your public keys, or you do not wish to use the API to connect to permit read-only access to the exchange directly, you can opt to manually import the transactions using the File Import option if the wallet allows you to download/export your transaction history into a CSV file. This article contains the following sections:
- 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 the Blockchain category, and click the desired asset. For the purposes of this example, we will be using Bitcoin.
- 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 be presented with an option to download a template file. This file will demonstrate how to lay out the information in the CSV exported from your wallet, so that Ledgible can read all the data correctly. Please note that there is no formatting required for listed exchanges, but if you have selected Unlisted Exchange, a template file will be provided with instructions for formatting. Please see this article for more information, specifically the section Adding an unlisted Exchange.
- After modifying it to correspond to the template, upload your CSV file by pressing the Import Entries button on the same page. You will then be greeted by an Add Transactions pop-up window, and you can click Import all transactions from file to upload your CSV file.
- On the following page, after uploading, verify that Ledgible has correctly interpreted the data in the CSV file by checking and confirming the column mappings (for example, making sure the price column in the CSV file is being correctly read as the price column by Ledgible). Click Review at the bottom once the mappings are confirmed.
- On the final page, Ledgible will display any potential discrepancies with the data in the CSV file. You can review these and fix them, or contact support for additional assistance if needed.
- Once any errors are fixed, click Continue, and OK on the pop-up that opens.
- Ledgible will take you back to the page with the option to download the template and upload your file, mentioning the number of successfully processed transactions. Click Next.
- On the following page click Create, and 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