Create an Integration
In order to enter your data, you must first create an Integration.
To do so, click the top menu item on + Integration.
When creating a new integration, you can currently choose between Exchange, Blockchain, Wallet and Manual. Please follow the appropriate links here for more detailed guides.
💡 If the desired integration does not appear in the list, you can create a Manual Integration to add transactions manually.
Sync an Integration
Edit the Name, API Key or Import Time Span of an Integration
It is possible to change certain details on existing integrations or deactivate the synchronization (Sync). To change Name, API key & Secret or Import Time Span just overwrite the existing entries.
Click on the menu item Dashboard in your Blockpit account.
Navigate to the Integrations tab.
There are three dots on the right side of the selected integration. After clicking on these three dots select Edit.
A sidebar will open in which you can do various edits like the Name, API key & Secret or Import Time Span of the API.
When should I subsequently change the Import Time Span of my Integration?
You can edit the import start date of your integration retroactively to ensure that tax reports that previously submitted tax reports and the associated transaction histories remain unchanged.Click on Save.
Group multiple Integrations
It is possible for you to group multiple integrations within a folder.
Convert a Manual/CSV Integration into a Synced Exchange/Wallet Integration
Click on the menu item Dashboard in your Blockpit account.
Navigate to the Integrations tab.
There are three dots on the right side of the selected integration. After clicking on these three dots, Edit can be selected.
Now, in the sidebar, you can choose the import type, either Exchange or Blockchain.
When creating and entering your API or public key, refer to our guideline of the respective Integration.
The start date for the sync is preselected as the date of the last available transaction in your Integration.
Therefore, pay special attention to overlaps on this day and exclude or delete duplicate transactions if necessary.
Complete the process by Save.
Delete an Integration
Click on the menu item Dashboard in your Blockpit account.
Navigate to the Integrations tab.
There are three dots on the right side of the selected integration. After clicking on these three dots, Edit can be selected.
Click on this basket symbol.
Type "Delete" into the text field and click the button Delete Integration.
❗ The deletion of an integration cannot be undone! In addition, existing Transfers (merged transactions) between integrations will be split back into their individual parts (unlabeled deposit / withdrawal).
Hide an Integration and deactivate Sync
You can hide unused integrations to deactivate their synchronization (Sync):
Click on the menu item Dashboard in your Blockpit account.
Navigate to the Integrations tab.
There are three dots on the right side of the selected integration. After clicking on these three dots select Hide Integration.
Discover deactivated integrations at the bottom of the Integrations tab.
To reactivate them, simply click on the three dots again and choose Unhide Integration.
You can also deactivate the synchronization (Sync) of single integrations without hiding them:
Click on the menu item Dashboard in your Blockpit account.
Navigate to the Integrations tab.
There are three dots on the right side of the selected integration. After clicking on these three dots select Edit.
Now deselect the “Sync Integration” checkbox as shown below.