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How To Bulk Import and Connect Wallets

The Bulk Import feature is designed for efficiency, allowing you to add and connect a large number of public wallet addresses at once using a simple CSV template.

Customer Success Team avatar
Written by Customer Success Team
Updated over a week ago

  1. From the side panel, navigate to Accounts.

  2. Click on the dropdown icon in the top-right corner, then select Bulk Import.

  3. Click on the link to download the CSV template.

  4. Open the CSV template with a spreadsheet software (i.e. Excel or Google Sheets) and prepare the list of wallets you wish to import See section below for more details).

    1. In your CSV, fill in:

      1. Address: Token contract addresses. This is the full, public wallet address you want to import. Example:0x71C7656EC7ab88b098defB751B7401B5f6d8976F for an Ethereum address.
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      2. Crypto ID: This is a unique numerical ID that Cryptoworth uses to identify a specific blockchain (e.g., Bitcoin, Ethereum, Solana).
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        Use the Asset Search Reference text field to search for a blockchain and get the Crypto ID. For example, searching for Solana provides its crypto ID, which is 2087. (You can use -1 for spam tokens.)

      4. Name: This is a custom, human-readable name for the wallet. This name will be displayed on your Accounts dashboard in Cryptoworth.
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      5. Create Address Book: This field determines whether the imported address should also be saved to your entity's central Address Book. Enter Yes or No.
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        ​Yes: The address will be added to the Address Book, making it easy to select when manually classifying transactions to or from this wallet.
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        ​No: The address will only be used to create the wallet connection and will not be added to the Address Book.
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      6. Sync Transactions: This field tells Cryptoworth whether to automatically start syncing the transaction history for the wallet immediately after a successful import.
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        ​Yes: Cryptoworth will create the connection and immediately begin fetching the on-chain transaction history.
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        ​No: The wallet connection will be created but will remain inactive. You will need to manually initiate the first sync from the Accounts page.

5. Once completed, save your changes, and click on Browse to upload the CSV ​file.
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6. Click Import.

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