1. Navigate to the Accounts Page
Click on Accounts in the left-hand navigation sidebar to view your list of connected portfolios.
2. Open the Actions Menu
Locate the toolbar at the top right of the accounts list (next to the "Sync All" or "Connect" buttons). Click the down arrow icon (▼) to reveal the bulk actions menu.
3. Select "Export Accounts"
From the dropdown list, click on Export Accounts.
4. Configure and Download
A modal will appear with export options:
Standard Export: Leave the checkbox unchecked to get a standard list of your connections.
Export in Input Format: Check this box if you need the file to match Cryptoworth's specific bulk import template. This is ideal if you plan to edit the file and re-upload it later.
Click the blue Export button.
5. Download the CSV
Once you click Export, the system will begin processing your request.
Option 1: Check your email
The CSV file will be sent to your registered email address once the file is ready. Please check your inbox (and spam folder) for the download link.
You can also download the CSV file from within Cryptoworth. There's two ways you can access exported reports in Cryptoworth.
Option 2: Entity History > Reports
From the side panel, click on History.
Under Reports, click on Exports.
Click the download button next to the exported report to start the download.
Option 3: Transactions > Export History
From the side panel, navigate to the Transactions page.
Click on Export History.
Click the download button next to the exported report to start the download.
6. Understanding the fields
Field | Description | Example Values |
Date (UTC-05:00) | Timestamp when the connection was created image.jpg | 2025-08-21 6:11:36 AM |
Connection Id | Unique identifier for each connection record | 68973450 |
Crypto Id | Numeric code representing the cryptocurrency | 9753 |
Category | Indication if the source is a wallet or exchange | Wallet |
Type | Platform or blockchain network (Wallet, Bittensor, Ethereum, Solana) | Bittensor, Ethereum, Solana |
Type Info | Subtype or additional classification (e.g., Other) | Other |
Identifier | Alphanumeric wallet address or account identifier | 5HpPFooJn, 0xfbaBD7A |
Name | Human-readable label for the connection (e.g., Bittensor Secondary, ETH Wallet One) | Bittensor Secondary, ETH Wallet One |
Description | Additional details about the connection or its purpose | — |
Transactions | Indicates whether transaction data is available (Yes/No) | Yes, No |
Groups | Optional grouping label for organizing connections (e.g., g1) | Sweeping Wallet Group, Staking Wallet Group, |