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 first CSV file into CryptoBooks
Follow these steps to create your connection to OKX 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 OKX Icon, you can use the Exchange filter or type "OKX" 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 inside your CSV will begin!
Import additional CSV files into the OKX 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 OKX line and click 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 inside your CSV will begin! Click Continue and repeat from step 4 for each additional CSV you want to import
