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In KoinX Books, you can assign custom names to your integrations for better clarity and easier identification of transactions. You can also modify the name of any integration at any time.

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Steps to Rename an Integration

2

Click on the "Integrations" tab.

This will display all your connected exchanges, wallets, and other platforms.Integrations_Tab
3

Locate the integration you want to rename

Scroll to or search for the specific integration you’d like to edit.Locate_Integration
4

Click on the three-dots menu next to the integration

Three_Dots_Menu
5

Select "Rename" from the dropdown menu

Select_Rename
6

Enter the new name in the input field

Enter_New_Name
7

Click "Save" to apply the changes

Click_Save
Once saved, the updated name will appear across your dashboard and reports for easy reference.
Last modified on March 6, 2026