Skip to main content
All CollectionsConnectionsCSV
Connect Wirex to CryptoBooks via CSV file
Connect Wirex to CryptoBooks via CSV file

Learn how to connect your Wirex account to our software

Diego Lorenzetti avatar
Written by Diego Lorenzetti
Updated over a month ago

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

  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

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

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

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

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

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

Did this answer your question?