Support importing generic CSVs into an existing wallet or exchange integrations
complete
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CT-ZOVzlNJO
When multiple csv files are uploaded over time, there does not seem to be an option to merge those together under 1 single wallet. The multiple files could be due to various reasons, being uploaded quaterly, monthly, etc.
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Sam - CoinTracker
Than you for this submission! This is a popular request, we currently do not support importing generic CSVs on top of existing wallet / exchange integrations.
Users can import (native) custom CSVs into exchanges in which a custom CSV is supported, such as Coinbase, Kraken, Gemini, etc. Users will need to import generic CSVs separately and be identified as different wallets at this time. We apologize for the inconvenience and appreciate your patience.
Sam - CoinTracker
complete
Thank you all for your patience, we now support Importing transactions into a synced exchange or imported wallet. See our linked guide on how to add additional CSV files to your exchanges and imported wallets.
We do not currently support this for blockchain wallets, but plan to add this soon! You can add an upvote here: Support importing generic CSVs into an existing blockchain wallets
For further assistance, please contact our support team directly.
Sam - CoinTracker
submitted
Sam - CoinTracker
Merged in a post:
Uploading a CSV to a synced wallet/exchange omits fees and tags
Chandan - CoinTracker
Sam - CoinTracker
Than you for this submission! This is a popular request, we currently do not support importing generic CSVs on top of existing wallet / exchange integrations.
Users can import (native) custom CSVs into exchanges in which a custom CSV is supported, such as Coinbase, Kraken, Gemini, etc. Users will need to import generic CSVs separately and be identified as different wallets at this time. We apologize for the inconvenience and appreciate your patience.
Sam - CoinTracker
Merged in a post:
Support CSV import of transactions into an existing Coinbase exchange
for some exchanges, CoinTracker allows users to import a CSV into an already synced account. This is a helpful workaround if we are missing transactions from the sync, so users can upload missing transactions in bulk.
For example, Kraken has this option (see screenshot)
Coinbase does not have this option to import csv.
Sam - CoinTracker
Merged in a post:
Merge CSV to Existing Wallet
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Can we please get the option to merge additional CSV files into an existing wallet? Unless I am mistaken, currently it just creates another wallet with the same name. It's a huge pita if you have other manual entries that you entered or tagged, but also need to add another big batch of them.
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CT-mX41bGRO
After some trial and error, it appears you can indeed merge additional CSV files into an existing wallet, you just have to first go into that individual wallet and then select import transactions, so I would probably classify this as a bug or an oversight if anything. When you go to the add wallet screen and select CSV file, perhaps there should be a drop down to select an existing wallet to import transactions into, otherwise it creates a second wallet of the same name. The use case is pretty basic, you imported some transactions into a wallet via CSV, and then later on you want to import another batch of transactions, but don't want duplicates or to lose any data or tags if you manually updated or added some additional transactions to that same wallet at another point in time.
Eivind
Can you expand upon the mechanics and use case for this? Is what you are suggesting being able to merge an existing wallet that you imported using a CSV into an existing wallet (either CSV, API or other connection)?