This guide explains how to import one or multiple CSV files into your CryptoBooks account using the CSV upload procedure.
How to access the CSV upload procedure
The starting point depends on whether the connection already exists in your account.
If you need to upload a CSV file into an existing connection
If you have already created your connection you can upload new CSV following these steps:
from the left-hand menu, click on Connections
find your connection in the list
click on the three dots at the right end of the line
select Import new CSV and you’ll be redirected to the CSV upload procedure
If you need to create a new connection
To import your first CSV you must first create your connection following this steps:
click on Add Connection in the upper-right corner
use the Search and Filter section to find your exchange, wallet, or blockchain
click on the connection icon to open the Create Connection page
assign a unique name to your new connection
click on Create Connection. The connection will be created and you’ll be redirected to the CSV upload procedure
CSV files upload procedure
The CSV upload procedure is divided into two steps.
First step - Select and upload files
Once you enter the upload procedure, you can import one or multiple CSV files at the same time by following these steps:
click on the Browse field
choose one or more CSV files from the folders in your device
the selected files will immediately appear in the file list below
if you accidentally added a file you don’t want to import, click on Remove next to its name
when your selection is complete, click on the Upload CSV button in the bottom-right corner
while the software is validating the file format and content, a pop-up will appear showing you the check progress
After the check has ended you'll be taken to the next step
ℹ️ You can upload multiple CSV files simultaneously
Each file will be validated independently, after you click on Upload CSV allowing you to see which ones were accepted, rejected, or still in progress.
Second step - Check the import results
In the Check Import Result step you can see which file has been Accepted or Rejected.
Accepted
If the file format is correct, the Rows count column will show the number of transactions that were imported from that file.
The File status column will show Uploaded and the import status will be Imported or In progress if the file is still being imported.
Rejected
If the file format is wrong, the Rows count column will show 0 since no transactions were imported. The file status will be Rejected and the import status will show if either the header is wrong (Malformed) or the number of rows with errors.
Clicking on See errors, you'll be taken to the error details drawer where you'll be able to see for each row the specific error and to download a CSV file report with the error list, by clicking on the Export errors button.
⚠️ Errors are not stored
If you wish to keep a record of what went wrong, make sure to download the error report before leaving the page or starting a new upload session. Otherwise you'll need to upload again the file to check the errors inside.
ℹ️ Common causes of rejection
CSV file are always subject to changes and update form the exchanges.
This can lead to:
unsupported format or contains missing columns
unrecognized transaction types
headers don't match the required structure
If you believe the file format should be supported, please contact CryptoBooks Support with the file name and type so our team can verify and assist.
Step 5 – Final actions
Once you’ve reviewed the import results and downloaded any error reports, you have two options:
click on Import new CSV to upload additional files
click on Exit in the lower-left corner to leave the upload procedure