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Connect Coinbase Pro to CryptoBooks via CSV file

Learn how to connect your Coinbase Pro account to our software

Updated over 2 months ago

In this article, you'll find all the information you need to import your transactions from Coinbase Pro to CryptoBooks via CSV.


How to download the CSV file from Coinbase Pro

Follow these steps to download a CSV file from Coinbase Pro:

  1. go to your Coinbase Pro account and click on the profile icon in the top right corner.

  2. in the dropdown menu, click on Statements.

  3. click on Generate and then on Accounts.

  4. in the new window, fill in the necessary fields:

    1. accounts, All accounts

    2. enter the start and end dates to include all transactions

    3. select the CSV format

    4. enter the email address where you will receive the file


Import your first CSV file into CryptoBooks

Follow these steps to create your connection to Coinbase Pro and import your first CSV:

  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 Coinbase Pro Icon, you can use the Exchange filter or type "Coinbase Pro" 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. select the first file you want to import

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

  8. the import of the transactions from your CSV will begin!


Import additional CSV files into the Coinbase Pro 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:

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

  2. find the Coinbase Pro line and click on the 3 dots to open the dropdown menu

  3. click on the Add new CSV option

  4. select the file you want to import

  5. click on the Save edits button in the upper right corner of the page

  6. 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

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