- Exchange Integrations fetch data from exchanges mostly via API key.
For integrations that are connected to an exchange via API, you only have to enter your API key and the matching secret to automate your data import.
- Wallet Integrations fetch data from the blockchain using a public key.
The base layer of a Wallet Integration is always a blockchain like Bitcoin, Ethereum, BNB Smart Chain or others. By entering the public key of your Blockchain-Wallets or Multi-Wallet product like MetaMask, Ledger, Trezor, Exodus, etc. your transactions will be imported automatically.
In Exchange and Wallet Integrations, transactions and asset balances are directly read and synchronized from the source without you having to do anything. Transactions and balances are updated within a few hours, and live price data is refreshed every 7 minutes.
Important Update05.12.2023: New Feature: Manual “Sync All Trigger” for Integrations
Users can now manually initiate the synchronization for their integrations. The usual automatic integration syncing (once per day) is from now on available exclusively to users with Pro and Unlimited licenses for the latest tax year. To continue benefiting from it starting on January 1, 2024, users will need to purchase a 2024 license. The overall synchronization speed for all users has thereby improved significantly.
> How to create, sync, edit, convert and group Integrations?
You can find detailed descriptions of the import scopes of every single Exchange- and Wallet Integrations directly in our help center.
Transactions can also be created manually in Exchange and Wallet Integrations, or uploaded collectively via an Excel Template.
In Manual Integrations, you have to enter and edit all data yourself.
New transactions can be added either individually or collectively via Excel tempalte. When creating transactions directly in the WebApp, please note to use your set local time and for Excel imported transactions the exchange time UTC.
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 does the calculation of the asset balance differ between Synced and Manual Integrations?
What is the difference between Synced Balance and Calculated Balance?
The asset balance of your Exchange or Wallet Integration is taken directly from the exchange or wallet and is therefore referred to as a so-called Synced Balance or simply Balance.
In contrast, the asset balance of your tax report or the one in the Tax Optimization Feature is exclusively calculated on the basis of your transactions and therefore referred to as so-called Calculated Balance.
In Manual Integrations, asset balances are also displayed and calculated exclusively on the basis of your transactions, as there is no API or public key dependency. This also means that in Manual Integrations, the Synced Balance always equals the Calculated Balance and will therefor simply be referred to simply as Balance.
Please also note that Mismatched Balances between Synced and Calculated Balance can only happen in Exchange or Wallet Integrations but not in Manual Integrations, as the Synced and Calculated Balance are always the same. If this is not the case and "Mismatched Balance "Tips are shown, you should contact our support-team to identify potential bugs.