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Connect Wirex to CryptoBooks via CSV file

Learn how to connect your Wirex account to our software

Updated over 2 months ago

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


How to download the Wirex CSV file

Follow these steps to download a CSV file from Wirex:

  1. access your Wirexapp account with your credentials (email & password)

  2. navigate to the Accounts section

  3. select the account for which you want to generate a statement

    • IMPORTANT: you need to repeat the procedure for all the accounts displayed in your app, both crypto and fiat currency (i.e. BTC, ETH, EUR, GBP..)

  4. on the account page, look for the Statement menu and click on it

  5. choose the statement period by selecting an option from the menu

  6. choose the format CSV

  7. click on the Get Statement button

  8. lastly, click on the Export button


Import your first CSV file into CryptoBooks

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

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

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

  3. click on the Wirex Icon, you can use the Exchange filter or type "Wirex" 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 on the Create Connection button in the upper right corner of the page

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


Import additional CSV files into the Wirex 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 Wirex 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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