This page explains how to use our API connectivity with exchanges.
If the transactions fetched via the API and the transactions in the downloaded file are different, we cannot determine which is more accurate. Please check the transaction details thoroughly after they are fetched via the API. If you find any missing transactions, please send us the downloaded file and the API details via the Support button at the bottom right. We will check the details.
Contents
1．Introduction
Please refer to the following help page for key points on how to correctly set up API integration.
How to Sync Exchange APIs Correctly
2．How to Set Up API Integration
2-1. API Integration Method
Click "+" icon in the top right-hand corner of the screen. And click on "Manage your API keys".
Select the exchange that you want to connect with.
The below example is for BYBIT.
Click on ”Add key for Bybit".
Enter the "API Key" and "Secret Key" obtained from the exchange and click "Submit" button.
Please check how to obtain API credentials for each exchange.
- API Key / Secret Key: Enter the keys obtained from the exchange.
- Sub-account Name: Please leave this blank by default. (Only enter this if you are using a sub-account on the exchange.)
- Sync history from a specified date: When turned ON, you can specify a start date.
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API Connection Endpoint: Please ensure that the API endpoint you have previously traded with is selected.
2-2. API Integration Using the Assistant Feature
Navigate to the Assistant screen (*1) and in the step 'Select your exchanges and/or blockchains' select the exchange/blockchain where you have trading experience.
(*1) For more details on the "Assistant" feature, click here.
Choose an exchange/blockchain that you have trading experience with.And click on "Confirm exchanges".
In "Upload or Sync your transactions," click on "Add transactions" .
Click on”Add API key”.
Click on ”Add key for Bybit".
Enter the "API Key" and "Secret Key" obtained from the exchange and click "Submit" button.
- "Subaccount name": In most cases, it can be left blank (please specify if you use subaccounts).
- "Sync from a custom timestamp": If you turn on the toggle, you can specify a datetime. It is useful when leveraging both files and API for trade history.
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"Endpoints": Check the tick boxes for the trade types that you have traded.
2-3. How to Check Synchronization Status (Success/Failure)
Check to make sure that the trade history is successfully uploaded via the API.
If the API sync completes successfully, a green cloud icon is displayed. You can also check the last sync time.
If the API sync fails for whatever reason, a red cloud icon is displayed. Please click "Endpoints" to show the reason for the failures.
3．How to Re-Sync (Update) via API
After API integration, transaction history does not update automatically. Please re-sync regularly to keep it up to date.
▼To re-sync, make sure to click the “Sync” button again.
Some exchanges may impose restrictions on the period for which transaction history can be retrieved retroactively. Please check the "Automation Coverage Updates" or the "API Import" for each exchange, and perform re-synchronization within the restricted period to ensure that all transaction history is captured without omissions.
When re-synchronization is performed, only transactions after the “Latest transaction timestamp” will be imported. In principle, duplicate entries will not occur, so you can rest assured.
For cases where duplicate entries may occur, please refer to the following help page:
Why transaction history is duplicated after API sync