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.


  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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