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Connect Binance to CryptoBooks via CSV file

Learn how to connect Binance to your CryptoBooks account

Updated over 3 weeks ago

In this article, you'll find all the information you need to import your transactions from Binance to CryptoBooks via CSV file.


Which CSV files to import

To connect Binance to CryptoBooks, you’ll need three types of CSV files:

  • Asset history

  • Trade history

  • Conversion history


How to download the Asset history CSV file

  1. login into Binance, then click on Wallet in the upper right corner

  2. from the dropdown menu, select Asset History.

  3. at the top right, click on the icon showing a downward arrow, then click on the Export Transaction Records button

  4. from the dropdown menu, select the desired time period, leave All for both Account and Coin, finally click on Generate

  5. once generated, you can download the csv file on your computer by clicking on Download


How to download the Trade history CSV file

  1. at the top right, click on the profile icon

  2. now click on Orders

  3. on the new page, select Trade History from the top menu, then click on the icon showing a downward arrow, and finally click on Export Trade History

  4. in the new modal, select All time, set the time period, and finally click the Generate button

  5. click on the Download button to save the file on your computer


How to download the Conversion history CSV file

🚨 There is some limitations

Due to limitations imposed by Binance, it is only possible to generate a report for a maximum of 90 days at a time. To obtain the full transaction history from the date the account was opened, you may need to submit multiple consecutive requests to cover the entire period.

⚠️ Conversion needed

The conversion history is provided in Excel format and needs to be converted and saved into Csv format in order to be accepted by the software.

You can use a free tool like this one.

  1. at the top right, click on the profile icon, then click on Orders

  2. click on Convert history from the menu on the left

  3. select the time period, then click on the export icon at the top right

  4. the Excel file will be generated and automatically saved on your computer


Import your first CSV file into CryptoBooks

Follow these steps to create your connection to Binance and import your first CSV:

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

  2. click the Add Connection button in the upper right corner

  3. click the Binance Icon, you can use the Exchange filter or type "Binance" in the Search Bar to find it easily

  4. choose a Name for your connection

  5. 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

  6. select the first file you want to import

  7. click the Create Connection button in the upper right corner of the page

  8. the import of the transactions inside your CSV will begin!


Import additional CSV files into the Binance 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 in to your CryptoBooks account and from the menu, select Connections

  2. find the Binance line and click the 3 dots to open the dropdown menu

  3. click the Add new CSV option

  4. select the file you want to import

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

  6. 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

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