This article explains what you need to be aware of when you are uploading an exchange file. Please also refer to the following article as needed.
1. As a general rule, do not open or edit files after downloading
If you open or edit files after downloading them from the exchange, they will become corrupted and you will not be able to upload them to Cryptact.
If you wish to check the contents of the file before uploading, instead of opening the file directly, please open it via Notepad (*), etc.
(* In Windows OS, you can open it by right-clicking the file -> "Open with" -> Notepad/etc. as shown below)
2. Choose the correct timezone
Please check the timezone used for the transaction's datetime in the exchange file and select the same timezone. When checking the content of the exchange file, please refer to the above and open it via Notepad, etc.
3. Check the datetime of the transactions you want to upload
3.1 You have previously uploaded trade history using the same exchange file type:
When uploading a file, only transactions that have a timestamp later than the most recently uploaded transaction will be uploaded. The most recent timestamp for each exchange file is visible at the bottom of each drop zone.
How to check the most recent timestamp for the exchange file:
3.2 You have previously uploaded trade history using the API for the same trade type:
If you previously uploaded trade history using the API, you need to first delete the API connection before you can upload the exchange file. In addition, if the exchange file contains a transaction that has previously been uploaded via the API, there is no way to link these two records. Furthermore, Cryptact does not have the logic to look at the timestamp for the most recently uploaded transaction via the API and to only upload transactions from the exchange file that have a timestamp later than this timestamp. Uploading the exchange file may result in duplicate transactions.
In the future, if you would like to upload all trade history using the exchange file instead of the API connection, please refer to the below.
How to switch from the API to the exchange file for loading trade history
3.3 You have previously uploaded trade history using custom files:
If the exchange file contains a transaction that has previously been uploaded using a custom file, there is no way to link these two records. Uploading the exchange file will result in duplicate transactions.
Please refer to the below steps to delete the custom trades which ended up as duplicates after uploading the exchange file.
[Method-1] Delete all trade history that was uploaded via custom files:
Please refer to How to delete trade history.
[Method-2] How to delete specific trades manually from the screen
Please refer to How to add/edit/delete transactions manually from the screen.
3.4 You have previously added trades manually from the screen:
If the exchange file contains a transaction that has previously been added manually from the screen, there is no way to link these two records. Uploading the exchange file will result in duplicate transactions.
Please refer to the below steps to delete the trades that were added manually from the screen which ended up as duplicates after uploading the exchange file.
[Method-1] Delete all trade history that was manually added from the screen:
Please refer to How to delete trade history.
[Method-2] How to delete specific trades manually from the screen
Please refer to How to add/edit/delete transactions manually from the screen.