How to create a Manual Integration?

If no automated import solution is supported for your exchange or wallet, transactions can be imported manually or via Excel template into a Manual Integration.

  1. In order to enter your data, you must first create an Integration.
    To do so, click the top menu item on +Integration.
  2. Type "Manual" into the search bar and select Manual Integration.

    Manual Integration.png

  3. Enter a name for the new integration and click on the button Continue.

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  4. You can now add transactions in your integration one by one, manually or collectively, using an Excel template.

Manual Integrations can be subsequently converted to Synced Exchange or Wallet Integrations.

> How to convert a Manual Integration into a Synced Exchange/Wallet Integration?

 

How to import my CSV/Excel history?

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