How to Connect Uphold to Koinly

Uphold is a popular digital money platform where investors can buy, sell, and trade more than 100 cryptocurrencies. Whatever your Uphold investments, Koinly can help with your crypto taxes. Just connect via API or upload a CSV file. Here's how.

Learn more about Uphold tax documents

How to connect Uphold to Koinly via API

  1. Log in to Koinly and go to the wallets page.

  2. Select add new wallet: Uphold.

  3. Select set up auto sync.

  4. Select continue to Uphold. Please note granting access will give Koinly read-only access, Koinly does not have access to make transactions.

  5. On the Uphold page, select authorize. If you're not already logged in, you may have to do this first.

How to connect Uphold to Koinly via CSV

On Uphold

  1. Open the Uphold activity page

  2. Select the drop-down icon in front of transactions.

  3. Select on Download as CSV.

On Koinly

  1. Sign up or log into Koinly and head to the wallets page.

  2. Add a new wallet: Uphold.

  3. Select import from file.

  4. Upload your CSV file(s).