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Connect Swissborg to CryptoBooks via Excel file

Learn how to connect your Swissborg account to our software

Updated over 2 weeks ago

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


How to download the Swissborg Excel file

Follow these steps to download a Excel file from Swissborg:

  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


Import your Swissborg Excel file into CryptoBooks

To learn how to import your Excel file into a new connection or an existing one, please check out this article.

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