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The Help Center assists you in importing your transaction history into specific integrations in the best possible way. If an article does not help, ask the assistant at the bottom right of the Help Center or search for your topic above.
Step 1: Create your Integrations
Navigate to the menu item Integrations in your Dashboard and click on +Integration.
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Now choose between the adequate Integration Types Exchange, Wallet and Blockchain and Manual Integrations.
Repeat this step until you imported all your Integrations.
> What are the differences between the individual integration types?
🔽 Next, follow the instructions below for the respective integration types.
➕ Exchange Integration
If you want to import data from a supported Exchange:
Select “Exchange” if you want to import data using an API connection.
Then click on the desired Exchange in the list.
To import data you will need the API key and secret or in special cases CSV files from your Exchange. We have an article for each exchange with detailed instructions.
Name your new integration.
Copy API key and secret into the input fields.
Keep “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.
Finally, click “Continue”.
➕ Blockchain / Wallet Integration
If you want to import data from a supported Blockchain or Wallet:
Select “Blockchain” or “Wallet” if you want to import data via public key.
Then click on the appropriate Blockchain or Wallet in the list.
Enter an integration name as well as your public wallet address (public key).
Keep “Fist 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.
Finally, click “Continue”.
➕ Manual Integration
If you want to import data from not yet supported Exchanges, Blockchains or Wallets:
Type "Manual" into the search bar and select Manual Integration if you want to import data one by one manually or using our Blockpit Excel Template.
Selection of manual integration not yet possible?
Please create a blockchain/wallet or exchange integration as your first integration, as Manual Integrations can only be selected at a later stage.
Name your new integration.
Finally, click “Continue”.
Now you can add transactions to the account manually or by using our Blockpit Excel Template.
What happens next?
▸ Where do I see it? All created integrations appear in the Dashboard under Integrations.
▸ Undo: You can edit or delete an integration later.
Typical mistakes
✗ Start date set without adding earlier transactions → transactions before the start date are missing
✗ Not all integrations created → tips such as Missing History or Mismatched Balance appear
✗ Private key entered instead of public key → never do this, Blockpit only needs the public key
Step 2: Automatic Labeling & Merging of Transactions
Basics on Labeling and Merging of Transactions
Labels are used to classify transactions.
Exchange and Wallet Integrations already recognize many Labels such as Trades, Transfers, Staking, Interest, Airdrops and many others fully automatically.
In some cases, however, no unique Label can be assigned to your transaction. Such transactions are displayed as Unlabeled (In) or Unlabeled (Out) and appear with the same name in your transaction list.
Step 3: Resolve tips
A correct calculation of your profits and losses, and the performance in your dashboard, are based on a complete and gap-free transaction history. 🔵 Tips show you possible weak points. They arise, for example, from missing integrations or missing labels and should always be taken care of.
1️⃣ In the Dashboard tab Integrations, click Sync All.
This is the prerequisite for everything that follows: Always first sync all integrations with Sync All (Dashboard › tab Integrations) and then start the Calculation in the sidebar before you analyze tips or the performance values of your portfolio.
2️⃣ Start the Calculation in the sidebar so that Blockpit recalculates your transaction data.
3️⃣ Open Transactions and use the filter Tip to search for a specific tip such as Unlabeled (In/Out).
4️⃣ Resolve the tips based on their description. Afterwards, start the Calculation again.
💡 Tip: Instead of working through tips one by one, the Account Health page bundles all open discrepancies and guides you step by step through the correction.
Typical mistakes
✗ Analyzed tips before Sync All and Calculation → you see outdated values
✗ Ignored tips → disposals without cost basis increase your profit
Step 4: Create your tax report
Once your tips are resolved, create the tax report for your tax year under Reports. You get access to the tax report with the purchase of the corresponding tax year.
ℹ️ Good to know: Congratulations! You have set up Blockpit and can track your portfolio for free.
✨ Blockpit Plus: If you want to keep an eye on unrealized gains and holding periods of your assets, you will find them under Tax Optimization (holding period only for the tax country Germany). The Plus subscription also unlocks tax-optimized trading and further features.
Also visit our Blog and the My Account category to stay informed about news and updates. In the other categories of our Help Center, you will find a lot of information that helps you from creating your tax report to filing your first tax return.
Blockpit does not provide tax advice. For specific legal questions, please consult a tax advisor.