How to import data via Uphold CSV-file?

How do I get my Uphold CSV-file?

  1. Log in to your Uphold account.
  2. Next, download your complete transaction history as CSV-file.

  3. Therefore, click in the navigation on Activity.

    Uphold Activity.png

    On the Activity page, click on the transaction history icon shown below, followed by Generate Report. Your CSV-file will not be sent to your email address.

    Uphold Generate Report.png

  4. To import your data, you must first create an Integration in the Blockpit Web App.
    To do so, click + Integration in the upper navigation.

  5. Select Uphold from the list of exchanges, and then copy your CSV file into the designated field. Confirm your input with Create.

  6. If further uploads are required, access your Integration and upload more files as shown in the screenshot below.

    Bildschirmfoto_2023-02-14_um_09.36.53.png

    However, make sure that there is no time overlap when uploading a new file.

If the upload of your original CSV file does not work, please try to update your internet browser version first or use an alternative browser to eliminate potential sources of error.

 

Which data can be imported via Uphold CSV-file?

Your complete transaction history always serves as the basis for your tax report. Our team is committed to implement all CSV data provided by your exchange for you.

Using the following list, you can identify all products that are implemented:

Transactions:

check.png Deposits & Withdrawals
check.png Trades
check.png Earn: Rewards & Distributions (Staking, Lending, Bounties, Airdrops, Hard Forks)

In case of missing transactions, you can identify them in the history of your exchange and help our support team via ticket to include them in our import spectrum.

If an import of your transactions via the CSV-File is not available, you can also add these transactions manually or by migrating your CSV data into our Excel template.

 

Synced/Calculated Balance:

check.png Complete import scope

Please note the information about how the asset balance is calculated in this article.

 

Will Uphold automatically deduct the tax for me?

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