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How to Connect with Koinly

Having trouble setting up with Koinly? See our simple guide on how to integrate your transactions with our software.

API Import CSV File Import
Last updated: Friday, 18 November 2022

How to connect with Koinly is a popular altcoin exchange, offering traders 180 different coins in nearly 400 different cryptocurrency markets. The site also offers advanced trading options like margin trading and liquidity mining.

How to get a tax statement from pairs with Koinly through API to make reporting your crypto taxes easy. Once connected, Koinly is able calculate your taxes with precision. It even takes into account your location, generating your clean and accurate tax report, all within 20 minutes.

How to connect to Koinly tax report via API

On Koinly

  1. Sign up or log into Koinly and go to wallets.
  2. Select add new wallet:
  3. Select set up auto-sync.
  4. Head over to


  1. Log in to your account.
  2. Click on your profile icon.
  3. Select API management from the drop down menu.
  4. Select APIv4 keys.
  5. Select create new API key.
  6. Under permissions, check the spot/margin trade and wallet boxes.
  7. Select read only for both.
  8. Select confirm and create.
  9. Enter your fund password and complete the two-factor authentication.
  10. Copy the API key and the API secret.

Back to Koinly

  1. Paste the API key into the API key box.
  2. Paste the API secret into the API secret box.
  3. Select secure import.

Good to know (API)
You need to use an APV4 key within, not an APIV2 key. For Koinly users who were previously using an APV2 key - you'll need to change to an APV4 key. If you haven't enabled two-factor authentication, skip the step above that mentions it. Just leave the box blank and select ‘show API keys’. Also, realise that it takes a minute for your transactions to appear in Koinly. This is normal— it's just Koinly working through the data. If you're having issues with the API method for, use the CSV method below instead.

How to import your tax report CSV file to Koinly

On Koinly

  1. Sign up or log in to your Koinly account and head to wallets.
  2. Select add new wallet:
  3. Select import from file.
  4. Head over to


  1. Log in to your account.
  2. Select wallet, then funds overview.
  3. Select billing details, then all bills.
  4. Select a date range. This should include your entire transaction history.
  5. Download your PurseLog file by selecting download.

Back to Koinly

  1. Upload your CSV file.
  2. Select import.

Good to know (CSV)
When you're selecting the date range, make sure to include all your trading history on, even if you're only filing for the most recent tax year. This helps Koinly generate an accurate tax report based on all your transactions. For example, many countries allow you to offset losses from previous years against gains from the current year, meaning you're taxed less. But if Koinly doesn't have this information from previous years, it won't be able to calculate this. Also keep in mind that limits users to a maximum of 30 CSV file downloads a day.

How do I troubleshoot my integration to Koinly?

Don't worry if you're having trouble with your data import - there's lots of help available: