Importing transactions into TokenTax with API

TokenTax connects to all major exchanges with API

  • You can easily sync your transactions with TokenTax by connecting an API key.

  • API key instructions for all major exchanges can be found on our exchanges page or in this article below.

  • Syncing will import your historical price data if the exchange API supports it. If it doesn't, our instructions will indicate as such. An API connection also automatically syncs new transactions to TokenTax as they happen.

  • If your exchange doesn't support API or historical data, you can instead upload a CSV or use our manual upload template. Still having trouble getting your data from exchange to TokenTax? Message us and we'll help.

  • If you're having issues with API syncing, check out our article on the matter here.

Exchange instructions

Coinbase

  1. In Coinbase, navigate to Settings then API Access.

  2. Click on New API Key.

  3. Under Permissions, check all boxes that end with :read.

  4. Save the key and secret.

  5. Copy your API key and secret to TokenTax.

Coinbase Pro (GDAX)

  1. On Coinbase Pro, open the API Settings by clicking your user icon at the top right.

  2. Click the New API Key button.

  3. In the permissions, select View.

  4. Click Create API Key.

  5. Copy your API key, API secret, and passphrase to TokenTax.

Binance

  1. Go to your Binance user settings by hovering over the top right silhouette icon and clicking your email.

  2. If you haven't yet done so, click Enable under the API section. Then click API Settings.

  3. Create a new API key by entering a label and clicking the Create New Key button.

  4. The link to create the API key will be emailed to you. Click on the link to view your API key and secret, and then click Edit and uncheck Enable Trading.

  5. Copy your API key and secret to TokenTax.

Bibox

The Bibox API does not provide historical transactions beyond 3 months. Please upload a CSV instead in order to include your transaction history.

  1. Go to your Bibox API settings. Hover over the top right silhouette icon, click Account Information, then scroll down to the API section and click Add.

  2. Give your key a name and select only the read information permission.

  3. Click to show your API secret, then copy your API key and secret to TokenTax.

BitMEX

  1. Open the BitMEX API page by first clicking on your account name (email) the top right corner. Then, click Account and Security, and on the left sidebar, click API Keys.

  2. Leave Key Permissions blank and Withdraw unchecked.

  3. Click the Create API Key.

  4. Copy your API key and secret to TokenTax.

BitMarket

  1. Click Account and then API Access.

  2. Create a new key, selecting only Account balance retrieval, Download account balance history, and Download trading history.

  3. Paste your API key and secret to TokenTax.

Bitfinex

  1. Open the Bitfinex API page by using the User Settings dropdown at the top right and clicking API.

  2. Click Create New Key.

  3. Keep the default permissions unchanged (all read permissions enabled).

  4. Enter a label for the API key.

  5. Click Generate API key.

  6. Confirm the new API key from the verification email you receive from Bitfinex.

  7. Copy your API key and API secret to TokenTax.

Bithumb

The Bithumb API does not give historical transactions beyond 30 days. Please upload a CSV instead to include your transaction history.

  1. Click My Page then API Management.

  2. In the API activation section, select permissions for only trade transaction log and member's trade log.

  3. Click Create API.

  4. Paste your API key and secret to TokenTax.

Bitstamp

  1. Open the Bitstamp API page by navigating to your account page and selecting API Access under the Security section.

  2. Click New API Key and enable permissions for only account balance and user transactions.

  3. Click Generate Key.

  4. Click Activate.

  5. Confirm the API key via the verification email.

  6. Copy your API key, API secret, and Bitstamp user ID to TokenTax.

Bittrex

The Bittrex API does not provide historical transactions past 30 days or deposits/withdrawals data. Please upload a CSV instead to include your transaction history.

  1. In Bittrex, go to Settings and then click on the API Keys tab.

  2. Click Add new key.

  3. Enable only the Read Info permission for the new key.

  4. Click Save.

  5. Copy your API key and secret to TokenTax.

Bleutrade

  1. Go to your Bleutrade API Page.

  2. After confirming your password, click Generate a new API key.

  3. Paste your API key and read only secret to TokenTax.

CEX.IO

  1. Open the CEX API page.

  2. Click Generate API Key and enable only account balance permissions.

  3. Click Generate Key.

  4. Copy your API key, API secret, and User ID to TokenTax.

  5. On CEX, click Activate next to your key.

COBINHOOD

  1. Go to your API page by clicking the top right menu dropdown and selecting API Key.

  2. Under Create New Key, check only the boxes for Trading - Read, Ledger - Read, Withdraw - Read, and Margin Trading - Read.

  3. Paste your API key and secret to TokenTax.

CoinSpot

The CoinSpot API only offers read/write access. All API keys from this exchange give full access to funds. We highly recommend that you upload a CSV instead.

  1. Go to your API page by clicking Account at the top right corner and selecting API.

  2. Click Generate API Key.

  3. Paste your API key and secret to TokenTax.

Cryptopia

  1. Go to the Settings page and click the Security tab.

  2. Under API Settings, check only Enable API.

  3. Click New Key and then Save Changes.

  4. Paste your API key and secret to TokenTax.

Gate.io

The Gate.io API only offers read/write access. All API keys from this exchange give full access to funds. Furthermore, the API does not provide historical transactions beyond the last 100 trades.

We highly recommend that you upload a CSV instead.

  1. Go to your API Keys page by selecting Wallets, and then on the left sidebar, clicking API Keys.

  2. Enter your password to reveal your API key and secret.

  3. Paste your API key and secret to TokenTax.

Gatecoin

  1. Go to your API keys page by clicking on your user ID at the top right and then selecting API Keys.

  2. Name your key and leave the allowed IP addresses field blank. Leave key permissions on read only.

  3. Generate your key and paste your public (API) key and private (secret) key to TokenTax.

Gemini

  1. Open the Gemini API page by clicking your name at the top right menu and selecting API Settings.

  2. Click Create a New API Key.

  3. In the API key settings, disable Trading and enable Auditor.

  4. Copy your API key and secret to TokenTax.

  5. Click Confirm once you have copied over the API information.

HitBTC

  1. Go to your API keys page by clicking the top right gear icon, then clicking the API keys tab.

  2. Click New API Key.

  3. Enable permissions for Order Book, History, and Trading Balance as well as for Payment Information.

  4. Copy your API key and secret to TokenTax.

Huobi

The Huobi API does not provide historical transactions past 7 days. Please upload a CSV instead to include your transaction history.

  1. Click your account name at the top right and then select API Management.

  2. Under Create New Key, give your API key a name and click Create.

  3. After email authentication, view your access key (API key) and private key (secret key).

  4. Copy your API key and secret and paste to TokenTax.

Kraken

The Kraken API does not provide historical transactions. Please upload a CSV instead to include your transaction history.

  1. Go to your API keys page by clicking your username at the top right, clicking settings, and then selecting the API tab.

  2. Click Generate New Key.

  3. Enable the following permissions: Query Funds, Query Closed Orders & Trades, Query Ledger Entries.

  4. Click Generate Key.

  5. Copy your API key and private (secret) key to TokenTax.

KuCoin

  1. Open the Kucoin API page by clicking Account and then selecting API keys on the sidebar.

  2. Click Create.

  3. Copy your API key and secret to TokenTax.

Liqui

  1. Open the Liqui Profile page and navigate to the API Keys section.

  2. Create a new API key and enter a label.

  3. Click Create.

  4. For the new key, enable the Info permission.

  5. Copy your API key and secret to TokenTax.

Liquid

  1. Go to your API keys page by clicking the dropdown menu at the top right and selecting API Tokens.

  2. Click Create A New Token

  3. Select read for Accounts, Executions, and Orders.

  4. Paste the token ID (API key) and token secret (API secret) to TokenTax.

Livecoin

Livecoin's API and CSV export both only provide the last 30 days of transactions. We recommending adding your transactions to our manual template or contacting Livecoin support for a full CSV transaction log.

  1. Go to the API keys page by clicking Account and then selecting API.

  2. At the top of the page, click Add Key.

  3. Select Read only and click Confirm.

  4. Paste your API key and secret to TokenTax.

OKEx

  1. Click the My API tab.

  2. Click Create new API.

  3. Enter a name.

  4. Authenticate and then click Confirm.

  5. Click View next to the newly created API key.

  6. Copy your API key and secret to TokenTax.

Poloniex

  1. Open the API keys page by clicking the settings icon and clicking API Keys.

  2. Click the Create New Key button.

  3. Enter your two-factor authentication code if necessary.

  4. Confirm the new API key from the verification email you receive from Poloniex.

  5. Back on Poloniex, deselect the Enable Trading and Enable Withdrawals checkboxes of the new API key.

  6. Paste your API key and secret to TokenTax.

QuadrigaCX

  1. Go to the API setup page by clicking the account name at the top right and selecting API setup.

  2. Click Add new API.

  3. Give your API a name and give only permissions for list balances and list transactions. Leave the withdrawal fields blank.

  4. Copy your API key, API secret, and client (user) ID to TokenTax.

The Rock Trading

  1. Access the API keys page by first clicking your username at the top right. Then, select My Personal Data, and then click API keys on the left sidebar.

  2. Click New. Do not select trade or withdrawal privileges.

  3. Click your new API key to see the secret.

  4. Paste the API key and secret to TokenTax.

Tidex

  1. Access your API keys page by clicking on your username at the top right, and on the left sidebar of the next page, clicking on settings -> API.

  2. Give your key a name and leave the IP white list blank. Check only Info and click save.

  3. Copy the API key and secret to TokenTax.

YoBit

The YoBit API only offers read/write access and the last 7 days of transactions. All API keys from this exchange give full access to funds. We highly recommend that you upload a CSV instead.

  1. Access the API keys page by hovering over your username at the top right and selecting API Keys.

  2. Select info only and then click create new key.

  3. Copy your API key and secret to TokenTax.

itBit

The itBit API only offers read/write access. All API keys from this exchange give full access to funds. We highly recommend that you upload a CSV instead.

  1. Access your API settings.

  2. Request a REST API key.

  3. Copy your API key, API secret, and user ID to TokenTax.

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