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Import data from anywhere
CryptoBooks integrates with over 500 sources, including wallets, exchanges, DeFi protocols, CeFi platforms and onchain services. 100% secure, no private keys required.
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Custom connections
Create a custom connection. Choose the name, parameters, and import transactions via CSV.
Manual transactions
If you need to add a single transaction, you can easily do it manually with the guided procedure.
Suggest a connection
New connections are released every week: suggest the next one to the CryptoBooks team!
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If you have questions, we have answers
What do "Connection" and "Integration" mean at CryptoBooks?
A Connection or Integration in CryptoBooks refers to linking your crypto exchange account, wallet, or public blockchain address to the platform. Once connected, CryptoBooks automatically imports your transaction history from that source. These transactions are then matched and reconciled with your other data to build a complete and accurate record of your crypto activity. This is the foundation for generating your tax reports in line with UK regulations.
How do I connect my platforms to CryptoBooks?
There are several ways to import your data into CryptoBooks. The most common is via API: by connecting your exchange account using API keys, CryptoBooks can automatically fetch your transactions and keep them updated, just like a continuous link between systems. If your exchange or wallet doesn’t support API, you can also upload your transactions manually in CSV format. Simply download the file from the platform and upload it to CryptoBooks. You can repeat this process any time to update your data. If you use a non-custodial wallet, you can connect your public blockchain address, such as an Ethereum or Bitcoin address, and CryptoBooks will import all transactions associated with it. This includes transfers, trades, and interactions with smart contracts. CryptoBooks also supports transaction data exported from certain wallets, and automatically detects and removes duplicates if the same transaction appears across different sources. If your platform or wallet isn’t yet integrated, you can still import your data using the standard CryptoBooks template. Format your transactions according to our guidelines and upload the file manually.
Are connections secure?
Yes. All API connections in CryptoBooks are strictly read-only. Even if a non–read-only key is mistakenly provided, CryptoBooks will never perform any operations, only data reading. The system is designed to ignore any write or trading permissions by default. In addition, CryptoBooks uses industry-standard encryption and secure protocols to protect your data and connection details at every stage. Your transaction history is safe, and your keys are never exposed or used beyond their intended purpose.
Once a platform is connected to CryptoBooks, does it automatically update when I make new transactions?
Yes, if the platform is connected via API, new transactions are imported automatically, keeping your data up to date without any manual action. If you’ve imported transactions using a CSV file, updates are not automatic: in that case, you’ll need to periodically download a new CSV from the platform and upload it again to CryptoBooks to reflect the latest activity.
How can I verify that transactions from a certain connected platform have been correctly imported?
After importing, you can view all transactions from each source directly in CryptoBooks and check that the data matches what’s on your exchange or wallet. If the volume is high, you don’t need to review everything manually: CryptoBooks automatically detects inconsistencies, missing data, duplicates, and common errors. When something’s off, the system notifies you and suggests how to resolve the issue, either through guided correction or automated tools.
Can I connect both exchanges and wallets, including hardware wallets?
Yes. CryptoBooks supports both centralized platforms (like Binance, Coinbase, Kraken, Bybit) and wallets. You can connect DeFi wallets such as MetaMask, desktop wallets like Exodus or Electrum, and also hardware wallets like Ledger or Trezor by linking their public blockchain addresses. All sources can be integrated to ensure complete coverage of your crypto activity.
And if I want to connect my public address on a specific blockchain?
You can connect all public addresses on all blockchains you have used, as long as they are integrated into CryptoBooks. And if you have already connected wallets from that blockchain, don't worry: CryptoBooks reads any duplicate transactions, alerts you if necessary, and proceeds to eliminate them.
Connect, track, account, and reconcile all your crypto transactions for the most accurate tax reports you can get.
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