1. Creating a manual connection
Before you import transaction data from a CSV, you'll need to create a manual connection in Cryptoworth. This serves as an account (i.e. destination) to store the transaction data that will be imported via the CSV file.
Navigate to the Accounts page from the side panel.
Click on the Connect button and search for "Manual" in the search field.
Click on Manual Import.
Complete the fields listed.
Enter a name for your account.
Optionally, you may enable the "Calculate balances" checkbox if you need the net balance of the transactions in the account.
Click on Connect to finalize the account creation.
2. Importing transactions
Navigate to the Transactions page from the side panel.
Click on the arrow icon (next to the "Calculate" button).
Select Import.
Click on the "Choose a source" field and select the manual connection you created earlier.
You need to enter your transactions using the provided CSV template and column names in Cryptoworth. Download the CSV template by clicking on the link.
Click on Browse to upload the completed CSV file containing the transactions
Select a timezone for the account from the dropdown. This will be considered the timezone for all transactions in the account.
Click on Import. The transactions will then be imported to the manual connection account you selected.
CSV Template Details
Note: The column names and order should not be changed when entering transactions into the CSV.
Mandatory fields
Note: The following fields in the CSV template are mandatory and should be filled.
Date Time (UTC): The timestamp of the transaction in UTC format (YYYY-MM-DD). It represents when the transaction occurred.
Crypto Id: A unique identifier in Cryptoworth for each crypto asset (i.e. "2" for ETH or Etherium)
To learn more, see How to find the Crypto Id.
Type: Refers to the type of transaction that occurred. Possible values include: BUY, SELL, SEND, RECEIVE.
Note: For transactions of type SEND and RECEIVE, the fields Amount One, Amount Two, Amount One Type, and Amount Two Type must be identical. This ensures consistency in representing value transfer within a single currency or token.
Amount One: For example, if buying Bitcoin with USD, this would be the amount of USD spent.
Amount One_Type: The type of the first asset. For example, the type would be "USD" when buying Bitcoin with the USD currency.
Amount Two: For example, if buying Bitcoin with USD, this would be the amount of BTC received.
Amount Two_Type: The type of the second asset. For example, the type would be "BTC" if Bitcoin was received for the fiat amount spent.