Follow these simple steps to download the CSV file of your Swissborg transactions and import them into CryptoBooks in just a few clicks:
In your Swissborg app click on your Profile
From the menu displayed click on Account Statement
In the new page fill in all the necessary fileds:
starting date
ending date
currency
desidred file format, select Excel File
Lastly click on the Excel File button to proceed to the download
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.
Now go back to CryptoBooks and press the Add Connection button on the Connections page
Select the Swissborg icon by filtering the list using the Exchange CSV tab or digit the name in the quick search box
Give the connection a name of your choice, choose the default category and press Next step
Press Select file to import your file, then press Upload file and import transactions (repeat the import procedure for each csv file)
Done! The synchronization between Swissborg and your CryptoBooks account has just begun!