How to Use Data Merge

Date merging is a feature available on the Cryptoworth Transaction page through our data operations menu and can be used for overriding cost basis/sale price values on existing transactions.

Data merges can also be done to add markup values to existing transaction values, this may be useful for recording over-the-counter transactions as an example.

To see our YouTube video guide on how to use the data merge feature, see here below.

Step 1

Click on the data ops menu and select Data Merge.

Step 2

On the Data Ops: Data Merge menu, you will need to use the CSV template in order to import data into the pre-existing transactions. 

The Internal ID is the unique identifier to each transaction listed on Cryptoworth. By inputting this unique number into the Internal ID column, the system will know to apply the data merge into the correct transactions.

The Transaction Hash, Tag, Currency Code, are all columns that can be populated by copying what's already shown in the same transaction line item on Cryptoworth (unless an override change is desired). You will need to populate the Cost Basis and Sale Price columns with the desired change.

You can also populate the Classification ID, Label, and Description columns to add additional data or use what is already pre-existing. 

Step 3

On the Transactions tab, filter out the transactions you intend to merge data into.

Step 4

On the transaction line item, click on the Info button. This is where you will find the internal reference ID of the transaction that will be used for the CSV template. 

Step 5

For the transaction, you will need to do the following:

Copy the Internal ID number of the transaction and paste it onto the CSV template for column 1.

Copy the transaction hash and paste it onto the CSV template for column 2 (optional).

Copy the transaction "Type" and paste it onto the CSV template for column 3.

Copy or create (if desired) a transaction "Tag" and populate column 4.

Copy the Currency Code and paste it onto the CSV template for column 5. 

Step 6

At this point, you can utilize the Cost Basis or Sale Price columns to override existing values on Cryptoworth. For example, your wallet transactions are showing a cost basis based on fair market values at the timestamp of the transaction. The calculated cost basis of the MANA transaction example below for the SEND event is $4.80 USD. 

With the data merge ability, we can alter the cost basis in order to have a value different than the fair market value. 

In the CSV template , we deleted the second row as we will only be merging data into one transaction for this example. We will be setting the Cost Basis and Sale Price to $12. 

If you have an existing classification and would like to classify the transaction using the CSV, you will need the reference number ID from the classification for the column. You can add a label and description for their respective columns if desired. 

If you have many transactions to merge data into, repeat the same operation for each transaction efficiently by copying the data from a CSV transaction export. 

Step 7

Now that the CSV is ready to be imported, head back to the Data Ops: Data Merge menu and choose your Connection source. 

Note, you can merge data into transactions coming from an exchange and wallet source.

Step 8

Import the data merge CSV template that was used and head back to the Transactions page to see your modified transaction values.