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 CSV/Excel file into a Manual Integration.

In order to enter your data, you must first create an Integration.
To do so, click the top menu item on Add and select Add Integration.
You can choose between Exchange, Wallet and Manual.
Select Manual twice.
Enter a name for the new integration and click on the button Create.
You can now add transactions in your integration one by one, manually or collectively, using an Excel template.

How to import my CSV/Excel history?

How to create a Manual Integration?

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