Getting your data into Coinfig

Everything starts in Data Sources. Coinfig offers four ways to import your history. Pick the one that matches where your trades live. You can mix and match: connect VALR by API, drop a Kraken CSV, and add your Ethereum wallet in the same account.

Add a data source All features

1. Live exchange connection (recommended)

Connect with a read-only API key: Coinfig can see your history but cannot trade or withdraw.
Supported today: VALR, Luno, Kraken, Binance, Bybit, KuCoin, Crypto.com, Coinbase, Cape Crypto, ChainEX, Xago, BitMEX, Bitstamp, and AltcoinTrader (trade-only API, so use CSV for deposits and withdrawals).
Add multiple credentials in one go: useful if you have sub-accounts or several API keys on the same exchange.
Coinfig re-syncs automatically every six hours so new trades appear without you re-uploading.

Before anything is saved, you review a summary screen where you can rename sources or combine duplicates. See our integration guides for exchange-specific API key steps.

2. Wallet address (on-chain)

Paste one or more public addresses: never your private key or seed phrase.
Supports 21 blockchain networks including Bitcoin, Ethereum, Solana, Polygon, Arbitrum, Base, Tron, Cardano, and more. Full chain list →
One Ethereum address automatically covers eight EVM networks (Ethereum, BNB Smart Chain, Polygon, Arbitrum, Optimism, Base, Avalanche, and Sonic) because the same address works on each.
Coinfig groups matching addresses on the review step so you confirm before import.

3. Exchange CSV (AI converter)

Drop a raw export from VALR, Luno, Kraken, Bybit, KuCoin, or dozens of other venues. Coinfig detects the format, converts it, and shows a verification report before you commit. Full walkthrough on our AI CSV import page.

4. Universal template CSV

If you already have a file in Coinfig’s universal template format, upload it directly, no AI step. You can mix transaction files, API credential sheets, and wallet lists in one batch. Download the template from inside the app when you choose this import path.

After import: merge, export, and reconcile

Merge sources: combine two connections for the same exchange (for example, an API sync plus a CSV backfill) into one source so balances net correctly.
Bulk export: download every source’s transactions as universal-template CSVs in one ZIP, useful for backups or handing data to your accountant.
Re-sync anytime: trigger a manual sync from the source card, or let the six-hour schedule keep you current.

Pair imports with the Data Completeness Score to see whether your combined history is complete before you generate a report.

Frequently asked

Which import method should I use?

Start with a live exchange connection if your venue supports it. It stays up to date automatically. Use Exchange CSV when the API history is incomplete or the exchange has no API. Use wallet addresses for self-custody. Use the universal template if you or your accountant already prepared files in Coinfig’s format.

Is it safe to connect my exchange API key?

Yes, as long as you create a read-only key. Coinfig only requests view permissions and encrypts credentials at rest. It cannot place trades or move funds.

Can I import the same exchange twice?

Yes, for example, an API connection plus a CSV for older history. Use Merge sources afterward so Coinfig treats them as one account and avoids double-counting.

How often does Coinfig sync my exchanges?

Connected exchanges re-sync automatically every six hours. You can also run a manual sync from the source card at any time.

This page is general information, not tax advice. Confirm your position with a registered tax practitioner.