In this article, you'll find all the information you need to import your transactions from Criptan to CryptoBooks via CSV.
How to download the Criptan CSV file
Follow these steps to download a CSV file from Criptan:
login into your Criptan account
tap on the profile icon in the upper right corner
go to the Your Profile section
select the Tax Reporting option
click on the Send File button
you will receive an email with a link to download a CSV file containing all your Criptan account transactions
Import your first CSV file into CryptoBooks
Follow these steps to create your connection to Criptan 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 Criptan Icon, you can use the Exchange filter or type "Criptan" 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 Criptan 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 the Criptan 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
