How to import data via BSDEX CSV file?

How do I get my BSDEX file?

  1. Log in to your BSDEX account.
  2. Click on the user icon at the top right and click on Settings.
  3. Click on Konto & Steuer.
  4. In the transaction history, select the year you want to export and select Download CSV.



  5. In Blockpit, click on +Integration (top right) and select BSDEX.
  6. Upload your BSDEX files to the designated field.
  7. If a single upload is not sufficient, further uploads can be made directly in the integration as shown in the screenshot below.



    Important: Make sure that there are no time overlaps when uploading further CSV files, as the system does not check for transaction duplicates during the upload. The CSV file must be adjusted independently before the upload by deleting existing transactions.


If the upload of your original CSV file does not work, please first try to update your Internet browser version or use an alternative browser to rule out possible sources of error.

 

Which data can be imported using a BSDEX 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:

Transaction:

Supported

check.png Deposits & Withdrawals
check.png Trades

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

 

> What is the difference between Synced/Manual Integrations and Synced/Calculated Balance?

> Which assets does Blockpit support & Why is the value of some assets not displayed in the Dashboard?

 

How do I solve problems with my BSDEX Integration?

  • Blockpit shows different Tips (indicators) in your Transactions list depending on the type of problem you are facing. The following procedure can help you to solve these problems.

    Please always start a calculation of your transaction data using “Recalculate ” (Transactions) before you analyze Tips or the performance values of your portfolio.

       Recalculate.png


    1. Create a new Integration

    • Problem: Mismatched Balance (Dashboard)

      Mismatched Balances of your CSV Integrations can only be detected by a direct comparison with the Balance of your Exchange.

    • Tip: Missing History (Transactions)

    Temporarily create a second Integration to be able to compare the new and old Integration. Then delete the Integration that you do not want to keep.

    > How to create, sync, edit, convert, group, delete and deactivate Integrations?



    2. Label or merge Unlabeled Transactions

    Unlabeled transactions can be subsequently categorized with a corresponding label, edited or merged into Trades or Transfers by selecting related transaction pairs. It is also possible to change the labels of multiple similar transactions collectively (bulk edit).

    > Basics on Labeling and Merging of Transactions

    03-Merge-to-Transfer.gif

     

    3. Manually edit, exclude or delete transactions

    If you should still see Tips, it is possible that these were caused by incorrect transactions or transactions that were imported twice. These transactions can be edited as follows.

    > Transaction Details Overview and Managing & Editing of Transactions

     

    4. Add new transactions

    If transactions have not been fully imported, you can add them individually or upload them directly to your integration using the Blockpit XLS Template.

    > How to import my CSV/Excel history?

     

    5. Continue to browse Troubleshooting category

    > Overview of frequently asked questions and their solutions

 

Will BSDEX automatically deduct the tax for me?

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