Getting your data into Coinfig

Everything starts in Data Sources. Coinfig offers four ways to import your history — pick the one that matches where your trades live. You can mix and match: connect VALR by API, drop a Kraken CSV, and add your Ethereum wallet in the same account.

Add a data source All features

1. Live exchange connection (recommended)

  • Connect with a read-only API key — Coinfig can see your history but cannot trade or withdraw.
  • Supported today: VALR, Luno, Kraken, Binance, Bybit, KuCoin, Crypto.com, Coinbase, Cape Crypto, ChainEX, Xago, BitMEX, Bitstamp, and AltcoinTrader (trade-only API — use CSV for deposits and withdrawals).
  • Add multiple credentials in one go — useful if you have sub-accounts or several API keys on the same exchange.
  • Coinfig re-syncs automatically every six hours so new trades appear without you re-uploading.

Before anything is saved, you review a summary screen where you can rename sources or combine duplicates. See our integration guides for exchange-specific API key steps.

2. Wallet address (on-chain)

  • Paste one or more public addresses — never your private key or seed phrase.
  • Supports 21 blockchain networks including Bitcoin, Ethereum, Solana, Polygon, Arbitrum, Base, Tron, Cardano, and more. Full chain list →
  • One Ethereum address automatically covers eight EVM networks (Ethereum, BNB Smart Chain, Polygon, Arbitrum, Optimism, Base, Avalanche, and Sonic) because the same address works on each.
  • Coinfig groups matching addresses on the review step so you confirm before import.

3. Exchange CSV (AI converter)

Drop a raw export from VALR, Luno, Kraken, Bybit, KuCoin, or dozens of other venues. Coinfig detects the format, converts it, and shows a verification report before you commit. Full walkthrough on our AI CSV import page.

4. Universal template CSV

If you already have a file in Coinfig’s universal template format, upload it directly — no AI step. You can mix transaction files, API credential sheets, and wallet lists in one batch. Download the template from inside the app when you choose this import path.

After import: merge, export, and reconcile

  • Merge sources — combine two connections for the same exchange (for example, an API sync plus a CSV backfill) into one source so balances net correctly.
  • Bulk export — with an active tax-year licence, download every source’s transactions as universal-template CSVs in one ZIP — useful for backups or handing data to your accountant.
  • Re-sync anytime — trigger a manual sync from the source card, or let the six-hour schedule keep you current.

Pair imports with the Data Completeness Score to see whether your combined history is complete before you generate a report.

Frequently asked

Which import method should I use?
Start with a live exchange connection if your venue supports it — it stays up to date automatically. Use Exchange CSV when the API history is incomplete or the exchange has no API. Use wallet addresses for self-custody. Use the universal template if you or your accountant already prepared files in Coinfig’s format.
Is it safe to connect my exchange API key?
Yes, as long as you create a read-only key. Coinfig only requests view permissions and encrypts credentials at rest. It cannot place trades or move funds.
Can I import the same exchange twice?
Yes — for example, an API connection plus a CSV for older history. Use Merge sources afterward so Coinfig treats them as one account and avoids double-counting.
How often does Coinfig sync my exchanges?
Connected exchanges re-sync automatically every six hours. You can also run a manual sync from the source card at any time.

This page is general information, not tax advice. Confirm your position with a registered tax practitioner.