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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.

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