File Upload is the go-to method when API doesn’t cover your full history, when your exchange doesn’t support API at all, or when you need full control over exactly what gets imported. It takes a bit more effort than API or Direct Connect, but it’s reliable and works for virtually every exchange.Documentation Index
Fetch the complete documentation index at: https://guides.koinx.com/llms.txt
Use this file to discover all available pages before exploring further.
AI Summary
- Download your transaction history from your exchange (usually under Reports or Trade History)
- Upload it to KoinX under Integrations → Add Integration → [Your Exchange]
- File Upload is a one-time import — it doesn’t auto-sync; upload new files for newer transactions
- Never open or edit the CSV before uploading — this can corrupt date formats
- You can upload multiple files for the same exchange to cover different time periods or transaction types
- Some exchanges (like Binance) require separate file uploads for different products (Transaction History, P2P Orders, Dual Investment History)
How to Upload a Transaction File
Download your transaction history from your exchange
Log into your exchange. Look for Transaction History, Reports, Trade History, or Export. Download your complete transaction history as a CSV file.
Upload your file
You’ll see a drag-and-drop upload area that says “Click or drag file to this area to upload”.
The page also shows which file types are supported for that specific exchange
The page also shows which file types are supported for that specific exchange
Do Follow the Integration Steps
On each integration, we have detailed out the steps specific to your exchange, including exactly how to download the file from your exchange’s interface.Important File Upload Rules
Never open or edit CSV files before uploadingOpening a CSV in Excel or Google Sheets can silently change date formats, number formats, or encoding — which causes import failures. Always upload the original file exactly as downloaded.
Make sure files cover your entire trading historyPartial files lead to incomplete cost basis calculations, which inflate your reported gains.
Avoid uploading the same file twiceThis can create duplicate transactions. If you’re unsure whether a file was already uploaded, check your Transactions page first.
Uploading Multiple Files
You can upload multiple files for the same exchange. This is common when:- Your exchange only lets you download data in chunks (e.g., 3-month windows)
- You want to add a new file covering a recent period to an existing integration
- You have separate files for different transaction types (spot, futures, P2P, deposits)
Fixing “Invalid Format” Errors
This means KoinX couldn’t parse the file you uploaded. Here’s what to check: Date format mismatch — The most frequent cause. Your exchange may export dates asDD/MM/YYYY while KoinX expects YYYY-MM-DD, or vice versa. Don’t try to fix this manually — re-download the file from your exchange without opening it first.
Wrong file type — Make sure you’re uploading a CSV, not an XLSX or PDF report.
Encoding issues — If your file contains special characters or was exported from a non-English exchange interface, try saving as UTF-8 CSV.
You opened the file before uploading — This is the #1 cause. Re-download the original file from your exchange and upload it without opening it.
The exchange updated their file format — Sometimes exchanges change the structure of their export files without notice. If you’re confident the file is correct but it still won’t import, contact KoinX support. The team will work with their tech team to support the updated format.
Common Issues / Edge Cases
Will uploading the same file twice create duplicates?
Will uploading the same file twice create duplicates?
KoinX attempts to deduplicate based on transaction timestamps and amounts. However, uploading the same file twice may still create duplicates. Best practice: don’t upload the same file twice.
How do I delete a wrongly uploaded file?
How do I delete a wrongly uploaded file?
You can’t delete a specific uploaded file. To fix this, you need to unlink the entire exchange integration from KoinX and re-add it — this time uploading only the correct files. Go to Integrations, find the exchange, and remove the integration, then re-add it with the right files.
My exchange provides separate files for spot, futures, and deposits — how should I add them?
My exchange provides separate files for spot, futures, and deposits — how should I add them?
You can upload multiple files at the same time. Just drag and drop all your files into the upload area at once and click Submit — KoinX will process them all together and combine them into a single transaction list for that exchange.
Frequently Asked Questions
How do I know which file to download from my exchange?
How do I know which file to download from my exchange?
Look for Transaction History, Trade History, Reports, or Export in your exchange’s menu. Choose the option that exports all transaction types in a single file if possible. Download as CSV. KoinX shows supported file types on each exchange’s integration page.
Will uploading the same file twice create duplicates?
Will uploading the same file twice create duplicates?
KoinX attempts to deduplicate, but uploading the exact same file twice may still create duplicates for some transactions. Avoid re-uploading files unless you’re sure the previous upload failed.
My exchange only provides files in 3-month chunks — what do I do?
My exchange only provides files in 3-month chunks — what do I do?
Download all the chunks you need, then drag and drop all of them into the upload area at once. No need to upload one at a time — KoinX accepts multiple files in a single submission and handles deduplication for any overlap between chunks.
Can I use File Upload and API at the same time?
Can I use File Upload and API at the same time?