The File Import Wizard allows you to upload your transaction history to Ledgible from a file in one of the following formats:
- CSV
- TSV
- XLS
- XLSX
- XML
- TXT
To use the File Import Wizard, we recommend performing the following steps:
- Download the Template file from the file import option in Ledgible.
- Copy the contents of the appropriate columns from your downloaded transaction history file to the required columns in the template file. You may also include data from your file for any optional columns. See the template file for detailed instructions and examples.
- Save the completed template file, then upload that file using the File Import Wizard.
The File Import Wizard will also allow you to upload any file with any set of columns as long as it has 1 record per row, meaning you can try uploading your transaction history file directly rather than copying the content to the Template file. The next step in the File Import Wizard will allow you to match your spreadsheet columns to the correct data points in Ledgible. You'll also be able to clean up or remove any corrupted data before finalizing your import.
Please note that the File Import Wizard option has slightly different required and optional fields depending on whether you want to add a wallet from the Wallets tab or an exchange from the Exchanges tab. There are also different columns available in Ledgible Crypto Tax and Ledgible Crypto Accounting. If you have access to multiple Ledgible products, be sure to download and review the instructions from the appropriate product and tab when importing your transaction history file.