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

Learn how to connect your Coinbase Pro account to our software

Diego Lorenzetti avatar
Written by Diego Lorenzetti
Updated over a week ago

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. 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

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

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

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

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

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

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