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How do I solve problems with my manual Exchange CSV/Excel Integration?

Updated over a month ago

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.


​1. Create a new CSV/Excel Integration

Product updates provided by Blockpit have no direct effect on existing transaction data in your Integration (precautionary measure to avoid changing existing transaction histories through automatic product updates), so creating a new Integration could bring it up to date and solve your problem (Tips) already.

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

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).

03-Merge-to-Transfer.gif

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.

5. Continue to browse Troubleshooting category

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