Accointing.com has not been available since 31.01.2024. That is why you download a snapshot of your Accointing history as an XLS file directly in your Blockpit account and upload it under + Integration › Tax Tool › Accointing.
Phase | What you do |
1 Export | In Blockpit “+ Integration” › “Tax Tool” › “Accointing”: download the XLS snapshot (status as of 31.12.2023) |
2 Prepare | Create wallets in advance and delete them again; if you used a different email: support address for migration |
3 Upload | Dashboard › “+ Integration” › “Tax Tool” › “Accointing”, upload the XLS file |
4 Mapping | Confirm Asset Mapping, Label Mapping and Integration Mapping one after the other |
5 Check | Check integrations, balance and transfers |
How can I access my Accointing XLS history retrospectively?
Guide: download your Accointing history as an XLS file
As Accointing.com has no longer been available since 31.01.2024, you can download a snapshot of your history as an XLS file directly in your Blockpit account. The snapshot contains the status of your Accointing transaction history as of 31.12.2023. Other data is no longer available. This only works if your Blockpit account was created with the same email address.
1️⃣ Click + Integration, then Tax Tool, and select Accointing.
My Blockpit account uses a different email address?
Contact migration@blockpit.io and give them the email address you used for Accointing.
I used the Apple ID login for my Accointing account?
Contact migration@blockpit.io as well and give them the email address you used for Accointing. This is how you find it:
Instructions for Apple ID: on the iPhone/MacBook
1️⃣ Open the Settings app on your iPhone/Mac.
2️⃣ Tap your name to open the settings of your Apple ID. Select iCloud.
3️⃣ Scroll down and tap Hide My Email.
4️⃣ Search for the use of Accointing or for the specific email address you used for Accointing.
5️⃣ Once you have found the email, forward it to migration@blockpit.io.
⚠️ Important: The address migration@blockpit.io is intended only for this exceptional case (a different Accointing email address). For all other support requests, use the chat function in your Blockpit account.
Things to consider in advance
There is only one important preparation here: the wallets.
Why should I add my blockchain wallets to Blockpit once in advance?
Add your blockchain wallets in advance as standalone integrations in Blockpit. Our database then creates all assets and especially specific NFTs automatically, and your assets are selectable in the asset mapping.
Delete the integrations you created in advance before you start the migration (upload of the XLS file). Then start the migration process again.
How can I upload my Accointing history to Blockpit?
➡️ General steps
1️⃣ Dashboard: Start on the Blockpit dashboard.
2️⃣ Add integration: Open the Integrations tab (Dashboard) and click + Integration. Click Tax Tool and select Accointing.
3️⃣ Upload your full transaction history: Upload your full history from Accointing, either by browsing for the file or by drag and drop.
4️⃣ After the XLS file has uploaded successfully, click Continue to go to the Asset Mapping.
🔍 Asset Mapping
1️⃣ On the Asset Mapping page, you match the assets from your XLS file to the assets supported by Blockpit.
2️⃣ Check the asset recognition: Blockpit identifies most assets automatically. Check that everything is correct and adjust it manually if needed.
3️⃣ Save your configuration: Save your selection once everything is correct.
4️⃣ Click Continue to go to the Label Mapping.
Unable to map a specific scam token?
If you cannot map a scam token because it is not available for selection, map it to the placeholder SCAM - Scam Token Placeholder.
Specific assets or NFT IDs not selectable?
If you cannot assign an asset or an NFT ID, this helps: our database creates assets automatically when you set up the integration as a Synced Wallet first. So you can temporarily cancel the migration process and add the wallets with the unknown assets one by one as blockchain/wallet integrations. Your assets are then selectable, and you can delete the integrations you created in advance again. Afterwards, start the migration again.
If your asset is still not selectable, use generic assets as placeholders.
🔍 Label Mapping
1️⃣ On the Label Mapping page, you match the labels of your old transactions to Blockpit labels.
2️⃣ Adjust and confirm labels: Blockpit presets common labels by default. Check the presets and adjust them if needed.
💡 Blockpit labels most transactions automatically. You can change them.
Blockpit presets deposits and withdrawals to Unlabeled so that the auto-merging of transfers can take effect after the migration dialog. Income gets the label Mining for now, until an income label is implemented.
3️⃣ Confirm labels: Save your selection once everything is correct.
4️⃣ Click Continue to go to the Integration Mapping.
⚙️ Integration Mapping
1️⃣ On the Integration Mapping page, you assign your old data precisely.
2️⃣ Check the recognized integrations: Blockpit reads your XLS file and shows the integrations it recognized. Check that everything was captured correctly.
3️⃣ Set up the sync: Here you set up an auto-sync (Setup Sync) for new transactions and balances.
💡 In the Setup Sync, you enter your API credentials or your public key and set the import period. By default, the start date of the import is the date of your latest existing transaction.
⚠️ Important: You can also set up the Setup Sync later in the dashboard for individual integrations.
4️⃣ Click Continue to finish the migration process.
🎉 Finish the migration
1️⃣ Check your integrations: Open the Integrations tab in the dashboard and check that everything is displayed correctly.
2️⃣ Check the status and balance: Look at the status of each integration, e.g. Synced: 1 minute ago for exchange and wallet integrations, and check the asset balance as soon as they are synced.
♻ Balances of manual CSV/Excel integrations (not synced) are always displayed instantly.
3️⃣ Completion notification: A notification appears on your dashboard once the migration was successful.
4️⃣ Auto-merging of transfers: It can currently take a few hours until auto-merging combines your Unlabeled deposits (incoming) and withdrawals (outgoing) into a Transfer automatically. It is best to wait with your analysis until all transfers have been detected, and to start a review of your transactions before you look at the dashboard.
💡 Next, read the First steps with Blockpit article to get to know further features.
Typical mistakes and how to avoid them
Typical mistakes
✗ Blockpit account uses a different email address than Accointing → the snapshot does not appear, write to migration@blockpit.io
✗ Expected newer data after 31.12.2023 → the snapshot ends on this date, import newer transactions via API or the Excel template
✗ Created API integrations for the same exchange in addition to the migration → transactions appear twice (duplicates), use a start date or stick to one way
✗ Import period in the Setup Sync starts earlier than your last migrated transaction → transactions can appear twice
✗ Did not delete pre-created wallet integrations before the upload → assets and transactions appear twice, delete them and start again
✗ Evaluated transfers right after the upload → deposits and withdrawals are still Unlabeled, wait for the auto-merging (a few hours)
How do I start the migration completely from scratch?
If you made a mistake during the migration, you have three options: edit individual transactions afterwards, delete individual integrations and add them again (to do this, delete all other exchanges/wallets from your file and start the migration again), or start the migration completely from scratch by deleting all existing integrations. To do so, go to the account settings and select Delete Data.