AI Summary
- Direct Connect is initiated from inside your exchange app — look for a “Tax Report with KoinX” button or option
- You link your KoinX account directly from the exchange’s interface
- KoinX gets read-only access — it can see your transactions but cannot trade, withdraw, or modify anything
- Currently supported only for CoinDCX, SunCrypto, and BitDelta
How Direct Connect Works
Direct Connect is exchange-initiated — meaning the flow starts from inside your exchange’s app, not from KoinX. Here’s what the process looks like:Open the exchange app or website
Login into the exchange account using your credentials, if not done already.
Look for a "Tax Report with KoinX" option
This is usually in the account menu, reports section, or tax-related settings inside the exchange.
Tap or click this button
You’ll be prompted to link your KoinX account. Once linked, KoinX receives read-only access to your transaction data
Currently, Direct Connect is supported for CoinDCX, SunCrypto, and BitDelta.
What Data Can KoinX Access?
With Direct Connect, KoinX can typically see:- Your trade history (spot, and sometimes futures/derivatives)
- Deposits and withdrawals
- Transaction timestamps and amounts
- Place trades on your behalf
- Initiate withdrawals or transfers
- Modify any account settings
- See your password, 2FA codes, or security settings
Think of Direct Connect like granting a read-only view to an accountant. They can see your records but can’t touch your money.
What If My Exchange Account Uses a Different Email?
Direct Connect primarily matches accounts based on email. If your exchange email is different from your KoinX login email, the connection may not detect your account automatically. To fix this, go to KoinX → Account Settings → Add Email and add the email address associated with your exchange account. Once added, the system will detect the corresponding account and connect the correct data.Revoking Direct Connect
If you want to disconnect, go to KoinX → Integrations, find the exchange, and unlink the integration. Deleting Direct Connect means removing the integration. When you delete the integration from your account, all previously imported data from that exchange is also removed from KoinX. If you relink later, the data will be re-imported.Common Issues / Edge Cases
Direct Connect succeeded but some transaction types are missing
Direct Connect succeeded but some transaction types are missing
Not all exchanges expose every transaction type through their integration. Staking rewards, funding fees, and P2P trades may not come through. Use a File Upload to fill gaps.
I connected the wrong exchange account
I connected the wrong exchange account
Remove the integration from KoinX and redo the setup, making sure to log into the correct exchange account during the authorisation step.
Frequently Asked Questions
Is Direct Connect available for all exchanges?
Is Direct Connect available for all exchanges?
No. Direct Connect is currently available only for CoinDCX, SunCrypto, and BitDelta. If your exchange is not listed, use API or File Upload instead.
Can KoinX see all my trades via Direct Connect?
Can KoinX see all my trades via Direct Connect?
KoinX can see everything the exchange shares through the integration. Most exchanges provide full trade history, deposits, and withdrawals. However, some may not expose certain transaction types (like staking rewards or OTC trades). Check your imported transactions to verify completeness.
What happens if I delete Direct Connect?
What happens if I delete Direct Connect?