In this article, you'll find all the information you need to import your transactions from OKX to CryptoBooks via CSV.
🚨 Complete Your OKX Transaction History
Due to export limits on OKX, you may need to download multiple CSV files to obtain your full transaction history.
CryptoBooks requires your entire transaction history to ensure accurate tax calculations.
Make sure the entire period of acitvity is covered when exporting your data.
What to Upload
To connect OKX to CryptoBooks, you’ll need two types of CSV files:
Trading Account History CSV file
Funding Account History CSV file
How to download the Trading Account History CSV File
Follow these steps to download a CSV file from OKX:
on OKX select assets at the top right corner
from the drop down menu, select my assets
select order center
select trading account history
select download
click on a select date range, then select customize. You'll then be able to pick a custom date range for your CSV transaction data. Your selected date range should cover your entire trading history on OKX.
select export
repeat the same procedure to download the funding account history by choosing the file as described at step 4 of this guide
Import your OKX CSV files into CryptoBooks
To learn how to import your CSV file into a new connection or an existing one, please check out this article.