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:
access your Wirexapp account with your credentials (email & password)
navigate to the Accounts section
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..)
on the account page, look for the Statement menu and click on it
choose the statement period by selecting an option from the menu
choose the format CSV
click on the Get Statement button
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:
login into your CryptoBooks account and from the menu, select Connections
click on the Add Connection button in the upper right corner
click on the Wirex Icon, you can use the Exchange filter or type "Wirex" in the Search Bar to find it easily
choose a Name for your connection
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
select the first file you want to import
click on the Create Connection button in the upper right corner of the page
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:
login into your CryptoBooks account and from the menu, select Connections
find the Wirex line and click on the 3 dots to open the dropdown menu
click on the Add new CSV option
select the file you want to import
click on the Save edits button in the upper right corner of the page
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