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Updating a CSV connection

Learn how to import additional CSV files into an existing connection.

Updated this week

Whether you’re updating a connection that supports the exchange native CSV files or a Custom connection using CSV files in the CryptoBooks format, follow these simple steps to learn how to add one or more CSV files.


Import additional CSV files into a CSV 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:

  1. login into your CryptoBooks account and from the menu, select Connections

  2. find the Crypto.com line and click on the 3 dots to open the dropdown menu

  3. click on the Add new CSV option

  4. select the file you want to import

  5. click on the Save edits button in the upper right corner of the page

  6. 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

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