How to create an automatic Exchange Integration?

Automatic Exchange Integrations can be created by entering an API key and secret once. Your transactions and balances are then imported automatically into your Blockpit Integration.

Adding an automatic Wallet 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. You can choose between Exchange, Wallet, Blockchain and Manual Integration.
3. Select Exchange and then an exchange from the list.
   
   
   
   

   If you could not find your exchange in the list, the automatic import is not yet available. In this case, you will need to import your data into a Manual Depot, following our instructions.
   

    
4. Name your new Integration accordingly.
5. To import data into an Exchange integration, you need your API key and the secret from your Exchange account. Please follow the instructions in Blockpit or the specific guide to get your API key and secret.
6. Copy them into the input fields in the window for creating a new Depot. 
   
   
   
   

   Tip: Keep "First Transaction" (Full History) as the default start date. Selecting a specific start date only makes sense if you want to add transactions that are before the start date manually.

    
7. Finally, click on Create to save your new Depot.

The asset balance of your new account should be the first thing you see.
The import of all transactions can take up to a few hours.

When using subaccounts, each subaccount must be imported into a separate Blockpit Integration. To do this, you must create a new Blockpit Integration using a special subaccount API key.

How do I solve problems with my automatic Exchange Integration?

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

  Please always synchronize all your integrations first using “Synce All” (Dashboard) and then start a calculation of your transaction data using “Recalculate ” (Transactions) before you analyze Tips or the performance values of your portfolio.
  
   
  

  
  1. Create a new Integration

  • Tip: Mismatched Balance (Dashboard)
    
    
    
    
  • Tip: Missing History (Transactions)
    
    
  Product updates provided by Blockpit have no direct effect on existing transaction data in your Integration (precautionary measure to avoid changing existing transaction histories through automatic product updates), so creating a new Integration could bring it up to date and solve your problem (Tips) already.
  
  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?
  
  
  
  Alternatively, it is possible to re-synchronize missing or incorrectly imported transactions. In order not to damage existing transaction histories and to avoid new duplicate transactions, we recommend the following article:
  
  > How can to synchronize integrations or re-synchronize missing/incorrectly imported transactions?
  
  

   

  2. Label or merge Unlabeled Transactions

  • Tip: 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
  
  

   

  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

In case of missing/incorrectly imported transactions or if your Synced Balance is displayed incompletely, you can help our support team to include them in our import spectrum (if technically possible).

Please provide us with all available information via ticket.

> 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?