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Connect Swissborg to CryptoBooks via CSV file
Connect Swissborg to CryptoBooks via CSV file

Learn how to connect your Swissborg account to our software

Diego Lorenzetti avatar
Written by Diego Lorenzetti
Updated today

Follow these simple steps to download the CSV file of your Swissborg transactions and import them into CryptoBooks in just a few clicks:

  1. In your Swissborg app click on your Profile

  2. From the menu displayed click on Account Statement

  3. In the new page fill in all the necessary fileds:

    1. starting date

    2. ending date

    3. currency

    4. desidred file format, select Excel File

  4. Lastly click on the Excel File button to proceed to the download

  5. Since Swissborg provides the file in Excel format, it is necessary to convert it to CSV format to allow the software to accept it.

    You can convert your file using this free program by clicking here.

  6. Now go back to CryptoBooks and press the Add Connection button on the Connections page

  7. Select the Swissborg icon by filtering the list using the Exchange CSV tab or digit the name in the quick search box

  8. Give the connection a name of your choice, choose the default category and press Next step

  9. Press Select file to import your file, then press Upload file and import transactions (repeat the import procedure for each csv file)

  10. Done! The synchronization between Swissborg and your CryptoBooks account has just begun!


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