If no automated import solution is supported for your exchange or wallet, transactions can be imported manually or via Excel template into a Manual Integration.
In order to enter your data, you must first create an Integration. To do so, click the top menu item on +Integration.
Type "Manual" into the search bar and select Manual Integration.
Enter a name for the new integration and click on the button Continue.
You can now add transactions in your integration manually as individual entries or collectively using the Blockpit Excel 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?
How do I solve problems with my Manual Integration?
Blockpit shows different Tips (indicators) in the Dashboard and your Transactions list depending on the type of problem you are facing. The following procedure can help you to solve these problems.
Please always synchronize all your integrations first using “Sync All” (Dashboard) and then start a calculation of your transaction data using “Calculation ” (Transactions) before you analyze Tips or the performance values of your portfolio.
1. Create a new Manual Integration
Temporarily create a second Integration to be able to compare the new and old Integration. Then delete the Integration that you do not want to keep.
> How to create, sync, edit, convert, group, delete and deactivate Integrations?
2. Label or merge Unlabeled Transactions
Tip: Unlabeled (Transactions)
Unlabeled transactions can be subsequently categorized with a corresponding label, edited or merged into Trades or Transfers by selecting related transaction pairs. It is also possible to change the labels of multiple similar transactions collectively (bulk edit).
3. Manually edit, exclude or delete transactions
If you should still see Tips, it is possible that these were caused by incorrect transactions or transactions that were imported twice. These transactions can be edited as follows.
4. Add new transactions
If your transaction history has not been imported completely, you can add transactions manually one by one or upload them directly to your Blockpit integration retrospectively via direct exchange CSV file upload (if available for your integration—see your integration guide for details). Alternatively, you can migrate your CSV data to our Blockpit Excel template.
