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Connect Nexo to CryptoBooks via CSV file

Learn how to connect your Nexo 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 Nexo to CryptoBooks via CSV.


How to download the CSV file from Nexo

Follow these steps to download a CSV file from Nexo:

  1. go to Nexo and click on Transactions in the top menu.

  2. in the Filters menu on the left, select the following fields:

    1. date range, All times

    2. transaction type, All types

    3. asset, All assets

  3. then press the Export button to download your file.


Import your first CSV file into CryptoBooks

Follow these steps to create your connection to Nexo 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 Nexo Icon, you can use the Exchange filter or type "Nexo" 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 Nexo 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 Nexo 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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