In this article, you'll find all the information you need to import your transactions from Pionex to CryptoBooks via CSV.
🚨 Monthly Limit on Transaction History Requests
Please be aware that, due to current limitations set by Pionex, each user is allowed to generate a transaction history file up to three times per month.
Once your request is submitted, the download link will be generated within 24 hours and will remain valid for 7 days. Make sure to download your file within this window, as expired links cannot be regenerated before the monthly limit resets.
How to download the Pionex CSV file
Follow these steps to download a CSV file from Pionex:
login into your Pionex account and click the avatar icon in the upper right corner
select Dashboard from the dropdown menu
now, click on Transaction History from the menu on the left
select the time range for which you want to export the report, click the Submit button, then click OK to confirm
you will receive an email or SMS notification when the report starts to be generated and when it is completed
click the Download button to start downloading your transaction history
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.
Import your first CSV file into CryptoBooks
Follow these steps to create your connection to Pionex and import your first CSV:
login into your CryptoBooks account and from the menu, select Connections
click on the Add Connection button in the upper right corner
click on the Pionex Icon, you can use the Exchange filter or type "Pionex" in the Search Bar to find it easily
choose a Name for your connection
if you are a resident in Portugal or Spain, you'll be asked to choose the nationality of the intermediary. To know more, check this guide
select the first file you want to import
click on the Create Connection button in the upper right corner of the page
the import of the transactions from your CSV will begin!
Import additional CSV files into the Pionex connection
In the previous section of this article, you created the connection by importing the first CSV file. In this section, you’ll see how to import additional CSV files into the same connection:
login in to your CryptoBooks account and from the menu, select Connections
find the Pionex line and click on the 3 dots to open the dropdown menu
click on the Add new CSV option
select the file you want to import
click on the Save edits button in the upper right corner of the page
the import of the transactions from your CSV will begin! Click Continue and repeat from step 4 for each additional CSV you want to import
