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Connect Young Platform to CryptoBooks via CSV file
Connect Young Platform to CryptoBooks via CSV file

Learn how to connect your Young Platform account to our software

Diego Lorenzetti avatar
Written by Diego Lorenzetti
Updated over 8 months ago

Follow these simple steps to download the CSV file of your transactions on Young Platform and import it into CryptoBooks in a few clicks:

  1. Go to Young Platform and click on the profile icon at the top right

  2. In the menu that opens, click on Report

  3. In the new window, you can download two different CSV files:

    1. Movements

    2. Orders

  4. Select the start and end dates of your transactions

  5. Then click the Download report button to download your file

  6. Important: remember to repeat the operation for both files (Movements and Orders)

  7. You will receive an email with a link from which you can save the file to your computer

  8. Now go back to CryptoBooks and from the Connections page, click on the Add Connection button

  9. Click on the Young Platform icon filtering the list usign the Exchange CSV tab or digit the name in the quick search box

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

  11. Press Select file to import your file and press Upload file and import transactions. Repeat the procedure for both files (Orders and Movements) using the New Import button.

  12. Done! The synchronization between Young Platform and your CryptoBooks account has just started!

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