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Connect Pionex to CryptoBooks via CSV file

Learn how to connect your Pionex account to our software

Updated over 2 weeks ago

Follow these simple steps to download the CSV file of your Pionex transactions and import them into CryptoBooks in just a few clicks.

How to download the CSV Files from Pionex

  1. Log in to your Pionex account and click the avatar icon in the upper right corner

  2. Select Dashboard from the dropdown menu

  3. Now, click on Transaction History from the menu on the left

    How to download Transaction History Statement 1【Web】.png

  4. Select the time range for which you want to export the report, click the Submit button, then click OK to confirm

    How to download Transaction History Statement 2【Web】.png

  5. You will receive an email or SMS notification when the report starts to be generated and when it is completed

    How to download Transaction History Statement 3【Web】.png
  6. Click the Download button to start downloading your transaction history

    How to download Transaction History Statement 4【Web】.png

The downloaded file will be a ZIP archive containing several CSV files, including those you’ll need to upload to Cryptobooks. Make sure to extract the ZIP file and upload only the required CSV files, as detailed in the final part of this guide.

Please note that, due to limitations imposed by Pionex, each user can generate transaction history files only up to three times per month. The download link for your transaction history will be generated within 24 hours after your request and will remain valid for 7 days. Be sure to download your file within this period.

How to upload your CSV files from Pionex into Cryptobooks

  1. Go to CryptoBooks and press the Add Connection button on the Connections page

  2. Select the Pionex icon by filtering the list using the Exchange CSV tab or digit the name in the quick search box

  3. Give the connection a name of your choice, choose the default category and press Next step

  4. Press Select file to import your file, then press Upload file and import transactions (repeat the import procedure for each csv file)

  5. Done! The synchronization between Pionex and your CryptoBooks account has just begun!

  6. Remember that you need to upload all of the following CSV files to correctly account your transactions from Pionex:

    • deposit-withdraw.csv

    • dust-collector.csv

    • staking.csv

    • structured-products.csv

    • trading.csv

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