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Connect OKX to CryptoBooks via API

Discover how to connect OKX to your CryptoBooks account

Updated over a month ago

How to create API credentials on OKX

Follow these simple steps to connect your OKX account to our software and import all your transactions into your CryptoBooks profile:

  1. login into your OKX account

  2. click on the profile icon at the top right

  3. click on API from the dropdown menu

  4. in the new page click on Create API

  5. now complete the required information to create your API:

    1. API name, assign a name to your API

    2. Account, leave the selection as main account

    3. Purpose, select API trading

    4. Permissions, select Read

    5. Passphrase, set your own password

  6. now press the Submit all button


How to insert API credentials on CryptoBooks

Follow these steps to easily connect OKX to CryptoBooks via API

  1. login into your CryptoBooks account and from the menu, select Connections

  2. click on the Add Connection button in the upper right corner

  3. click on the OKX Icon, you can use the Exchange API filter or type "OKX" in the Search Bar to find it easily

  4. choose a Name for your connection

  5. 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

  6. enter the API key and the API secret you copied from OKX

  7. finally click on the Create Connection button in the upper right corner of the page

  8. the sync between OKX and your CryptoBooks account will begin!

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