How to create, edit, convert and group Integrations?

Create an Integration

You can create an Integration in the following steps:

1. 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.
2. When creating a new integration, you can currently choose between Exchange, Wallet
   and Manual. Please follow the appropriate links here for more detailed guides.
   

   If you cannot find the desired exchange in the list, we probably haven't integrated it yet. Please select Manual to manually enter transactions.
   

3. Label your new integration using the corresponding input field.
4. Finally, click Create to save your new integration. 

Edit an Integration

It is possible to change certain details on existing integrations. To change name, public key or API key & secret just overwrite the existing entries.

1. Click on the menu item Dashboard in your Blockpit account.
2. Navigate to the Integrations tab.
3. There are three dots on the right side of the selected integration. After clicking on these three dots, Edit can be selected. 
   
   
    
4. A sidebar will open in which you can do various edits like the name, public key or API key & secret of the import.
5. Click on the Save button.

Group multiple Integrations

It is possible for you to group multiple integrations within a folder.

> For more information please read our detailed article on grouping of integrations

Convert a Manual Integration into a Synced Exchange/Wallet Integration

1. Click on the menu item Dashboard in your Blockpit account.
2. Navigate to the Integrations tab.
3. There are three dots on the right side of the selected integration. After clicking on these three dots, Edit can be selected. 
   
   
   
   
4. Now, in the sidebar, you can choose the import type, either Exchange or Blockchain.
   
   
   
   When creating and entering your API or public key, refer to our descriptions of the respective Integration.
   
   
5. The start date for the sync is preselected as the date of the last available transaction in your Manual Integration.
   
   Therefore, pay special attention to overlaps on this day and exclude or delete duplicate transactions if necessary.
   
   
6. Complete the process by Save.

Delete an Integration

1. Click on the menu item Dashboard in your Blockpit account.
2. Navigate to the Integrations tab.
3. There are three dots on the right side of the selected integration. After clicking on these three dots, Edit can be selected. 
   
   
   
   
4. Click on this basket symbol.
   
   
   
   
5. Type "Delete" into the text field and click the button Delete Integration.
   
   The deletion of an integration cannot be undone!

> More information about the Blockpit dashboard in full detail

> More information on how to solve Missmatched Balance issues and reconcile balances