In crypto accounting, it's common to encounter multi-movement or fragmented transactions, especially when importing data from blockchain wallets or exchanges. The Transaction Merge feature in Cryptoworth helps you consolidate or update related entries into a single, clean records. This is particularly useful for eliminating clutter when multiple line items represent the same event in consolidation.
For instance, you could merge two transactions with identical timestamps made on the Ethereum network onto a specific wallet connection as one line item. Or you can import transactions into a connection using the Transaction Merge import if syncing the transactions the normal way is insufficient.
Video Tutorial below:
Download the Template
From the side panel, navigate to the Transactions tab.
Click on the dropdown arrow, then select Import.
On the Import Menu page, click on the Transaction Merge option then download the Transaction Merge CSV template.
Get the Required Data
Connection_Name (Required): The exact name of the wallet or account connection (case-sensitive and unique). Connection names are always unique and cannot be duplicated. The Connection Name of your connections can be found in your Accounts page.
Connection_Id (Required): To get the Connection ID:
Navigate to the Accounts page from the side panel.
Click on the dropdown arrow, then select Export Connections and click on Export. You will receive a CSV file containing the details of all connected wallets and accounts including their connection IDs.
Connection_Type: Either
"Wallet"or"Exchange". Note: manual or virtual connections would be an "Exchange" connection type.
Date Time (UTC): Timestamp of each transaction.
Crypto Id: The identifier for the cryptocurrency within Cryptoworth
Refer to CSV transaction you exported to retrieve the Crypto ID or refer to Finding the Crypto ID guide to learn more.
Type: Transaction type: BUY, SELL, SEND, or RECEIVE.
Amount_One, Amount_One_Type, Amount_Two, Amount_Two_Type:
The Amount_One, Amount_One_Type, Amount_Two, and Amount_Two_Type should be the same cryptocurrency amounts and type unless a BUY or SELL is occurring which requires the entry of the fiat amount on one side. The BUY or SELL type order should follow as shown in the template sample information below (shown in the screenshot and CSV template once downloaded).
Tag (Optional but recommended): Helps facilitate classifications and readability.
Additional columns are available by scrolling right in the template. Fees, Fee_Currency, Cost Value, and Cost Value Currency Code are optional if they are applicable in your import.
Upload the Transaction Merge File
Return to the Transaction Merge page.
Click on Browse or the CSV Attachment field to add and import your formatted transaction merge file.
Click Import to finalize the operation.
To verify the transaction merge CSV import:
From the side panel, click on History.
Under Reports, click on Imports, and verify if the transaction merge event's Status field reads as "Success". If the import is successful, the transactions from the Transaction Merge file will be viewable in the ledger. If the status is failed, please review this guide in case any step was missed or contact Cryptoworth support for further assistance.
