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Connect Coinbase to CryptoBooks via CSV file
Connect Coinbase to CryptoBooks via CSV file

Learn how to download the csv file from Coinbase and import it on CryptoBooks.

Updated this week

Follow these simple instructions to download the csv file from your Coinbase account.

  1. Login into your Coinbase account and click on the profile icon at the top right

  2. In the dropdown menu click on Statements

  3. In the new page inside the box Generate custom statement, select as follow:

    1. Asset, All assets

    2. Transaction Type, All transactions

    3. Date, All time

    4. Format, CSV

  4. Now click on the Generate button

  5. The csv file will appear shortly after in your Coinbase statements page

  6. Now go back to CryptoBooks and press the Add Connection button on the Connections page.

  7. Select the Coinbase icon by filtering the list usign the Exchange CSV tab or digit the name in the quick search box

  8. Select the CSV connection type from the drop-down menu, then press Next step

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

  10. Press Select file to import your file, then press Upload file and import transactions

  11. Done! The synchronization between Coinbase and your CryptoBooks account has just begun!

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