Managing and Removing Integrations

Your integrations aren’t a set-and-forget thing. API keys expire, you close exchange accounts, you accidentally connect the wrong wallet, or you realise you imported duplicate data. This guide covers everything you need to know about managing, editing, re-syncing, and removing your integrations in KoinX.

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Viewing Your Connected Integrations

Click Integrations in the left sidebar. You’ll see a list of every exchange, wallet, and blockchain you’ve connected to KoinX. For each integration, you can see the wallet name (e.g., “Binance-1”, “Ethereum-2”), the integration type, and the current sync status. The Overview page also shows a quick snapshot of your connected integrations in the Integrations card, with an Add more option at the bottom.

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Re-Syncing an Integration

KoinX does not auto-sync. If you’ve made new trades on an exchange and want KoinX to pull them in, you trigger a manual sync.

1. Go to Integrations in the left sidebar.
2. Find the integration you want to sync.
3. Click on it to open its details.
4. Click Sync Now and wait for it to complete — this can take from a few seconds to several minutes depending on your transaction volume

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Managing an Integration

For each connected integration, click the three-dot menu to see the available options:

• View Details — see connection info and sync history
• Rename — change the wallet name for easier identification
• Add to Group — organise integrations into groups
• Unlink — remove the integration (see section below)

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Renaming a Wallet

Each integration in KoinX has a wallet name (auto-assigned as “ExchangeName-1”, “ExchangeName-2”, etc.). If you have multiple accounts on the same exchange, renaming helps you tell them apart.

1. Go to Integrations and click the three-dot menu on the integration.
2. Select Rename.
3. Enter the new name and save.

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Updating an API Key

If your API key was revoked, expired, or you regenerated it on the exchange side, you cannot update it in place. KoinX does not support editing the API key on an existing integration. Here’s the correct process:

1. Go to Integrations and find the affected integration.
2. Click the three-dot menu → select Unlink to remove it.
3. Go to Integrations → Add Integration and connect the exchange again with your new API key.
4. Trigger a sync on the new integration to re-import your data.

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Removing an Integration

Sometimes you need to remove an integration entirely — maybe you connected the wrong wallet, imported a duplicate source, or added a test integration you no longer need. Before you remove, understand what happens:

• Transactions imported by that integration will be deleted from your KoinX account
• This affects your tax calculations, cost basis, and any reports you’ve generated
• If other transactions reference the removed data (e.g., a sell that matched against a buy from this source), those will show incorrect cost basis
• This action cannot be undone — you’d need to re-add the integration and re-sync

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How to Remove

1. Go to Integrations in the left sidebar.
2. Find the integration you want to remove.
3. Click the three-dot menu → select Unlink.
4. Confirm when prompted.

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Handling Duplicate Integrations

This is one of the most common issues: you connected the same exchange via API AND uploaded a CSV covering the same period, or you accidentally added the same wallet address twice. Duplicate integrations create duplicate transactions, which means:

• Double-counted income (airdrops, staking rewards counted twice)
• Inflated trade volume
• Incorrect cost basis calculations
• A tax report that overstates your activity

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How to fix it:

1. Go to Transactions and filter by each of the duplicate integrations using the Wallets filter.
2. Compare the transaction lists — if they overlap, one of them needs to go.
3. Decide which integration to keep (typically the one with more complete data).
4. Unlink the duplicate integration from the Integrations page.
5. After removal, verify your transaction count looks correct.

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When to Re-Add vs. Keep

Keep the existing integration when:

• You just want to rename it for clarity
• You want to organise it into a group
• The data is complete and accurate

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Unlink and re-add when:

• Your API key expired and you need to use a new one (must re-add — cannot update in place)
• You connected the wrong wallet address entirely
• The integration imported corrupt or incorrect data
• You want a fresh sync from scratch
• You accidentally created a duplicate integration

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Common Issues / Edge Cases

My integration shows as connected but no new transactions are syncing

Remember that KoinX doesn’t auto-sync. You need to manually trigger a sync from the integration details page. If the sync fails, the API key may have been revoked or expired on the exchange side — unlink and re-add with a fresh key.

I removed an integration by mistake

Re-add it immediately. For API integrations, KoinX will re-sync your transactions. For file uploads, you’ll need to re-upload the file. For blockchain wallets, just paste the address again.

I have integrations from exchanges I no longer use

Keep them. Even if you stopped trading on an exchange, the historical transactions are still needed for accurate cost basis calculations. Only remove if the data is duplicated elsewhere.

I want to replace API with File Upload for the same exchange

Be careful — having both active creates duplicates. Unlink the API integration first, then add the file upload. Or vice versa. Never have both active for the same data period.

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Frequently Asked Questions

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What’s Next?

• Verifying Your Integration Data — Make sure your remaining integrations have complete, accurate data
• Fixing Transaction Issues — Clean up any problems caused by integration changes
• Tax Reports — Once your integrations are clean, generate your tax report