In this article, you'll find all the information you need to import your transactions from Young Platform to CryptoBooks via CSV.
How to download the CSV file from Young Platform
Follow these steps to download a CSV file from Young Platform:
go to Young Platform and click on the profile icon at the top right
in the menu that opens, click on Report
in the new window, you can download two different CSV files:
Movements
Orders
select the start and end dates of your transactions
then click the Download report button to download your file
important: remember to repeat the operation for both files (Movements and Orders)
you will receive an email with a link from which you can save the file to your computer
Import your first CSV file into CryptoBooks
Follow these steps to create your connection to Young Platform 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 Young Platform Icon, you can use the Exchange filter or type "Young Platform" 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 Young Platform 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 Young Platform 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
