In this article, you'll find all the information you need to import your transactions from Coinbase to CryptoBooks via CSV.
How to download the Coinbase CSV file
Follow these steps to download a CSV file from Coinbase:
login into your Coinbase account and click on the profile icon at the top right
in the dropdown menu click on Statements
in the new page inside the box Generate custom statement, select as follow:
Asset, All assets
Transaction Type, All transactions
Date, All time
Format, CSV
now click on the Generate button
the csv file will appear shortly after in your Coinbase statements page
Import your first CSV file into CryptoBooks
Follow these steps to create your connection to Coinbase 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 Coinbase Icon, you can use the Exchange filter or type "Coinbase" 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 inside your CSV will begin!
Import additional CSV files into the Coinbase 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 into your CryptoBooks account and from the menu, select Connections
find Coinbase in the connections list, then click 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
