We recommend the following approach to import data from other tax software such as Cointracking, Coqonut, Cointracker, Accointing:
- Sign up at Blockpit.
- Preferably, you want to import all your data in an automated way. Therefore, we suggest importing your exchanges and wallets into Blockpit via API by following our first steps guides.
Also check out our list of supported exchanges and blockchains and related articles in our Data-Import section and all articles on how to import data from wallet providers like Ledger, Metamask, Trust Wallet and others.
If technically possible, our API solutions will preclassify most of your transactions automatically (e.g. as staking, lending, etc.). If your transactions are not preclassifed you can always use our quick edit function to apply other transaction labels.
Tip: It is also possible to set am import start date on Exchange Integrations and therefore combine both the CSV Import and the automated API import.
- For exchanges and wallets that are not yet supported via API, you can create Manual Integrations and use our XLS / CSV 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?
- Transfers between your integrations (i.e. if you send BTC from an exchange to your own wallet) will be registered as unlabeled Deposits and Withdrawals. These will be automatically merged to Transfers via our Auto-Merging function to consider the original cost basis.