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Connect Criptan to CryptoBooks via CSV file

Learn how to connect your Criptan account to our software

Updated today

Follow these simple steps to download the CSV file of your Coinbase Pro transactions and import them into CryptoBooks in just a few clicks:

  1. Login into your Criptan account

  2. Tap on the profile icon in the upper right corner

  3. Go to the Your Profile section

  4. Select the Tax Reporting option

  5. Click on the Send File button

  6. You will receive an email with a link to download a CSV file containing all your Criptan account transactions

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

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

  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 Criptan and your CryptoBooks account has just begun!


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