C4Reports and your data45 sec
Take your data with you
Export every source as CSV in one ZIP, or just the ledger view you filtered.
Key points
- Export all on Exchanges and wallets downloads every source in one ZIP file.
- Each source becomes a Coinfig template CSV with a manifest and a read me, and your API keys are never exported.
- Upload those files again and your transactions come back as CSV sources.
- Export current view in the ledger downloads exactly what your filters show; both exports come with Starter.
- A bulk export is useful as a backup, or for handing your data to your accountant.
Chapters
Learn more
- FeatureData sources
Bulk export, merging and re-syncing your sources.
- FeatureAI Exchange CSV import
Template files upload directly through the Universal CSV path.
- HelpPricing
Which plan includes raw transaction data exports.
- FeatureTax reports and exports
The report files and working-paper CSVs, separate from raw data.
Keep learning
Episode 08
Find any transaction, 1 min 14 sec, watched
Views, search, filters, saved views and bulk updates in the transactions ledger.
A3Getting started
Upload a CSV, or use the template, 57 sec, watched
Add history your exchange key cannot reach, from exports or the Coinfig template.
E1Trust and moving countries
What Coinfig can and cannot see, 1 min 17 sec, watched
Read-only keys, addresses only, your consent and your data: what Coinfig sees and never does.
Read the transcript
Your records are yours. Here is how to take them with you.
On Exchanges and wallets, Export all downloads every source in one ZIP file. Each source becomes a Coinfig template CSV, with a manifest and a short read me. Your API keys are never exported. Upload those files again, and your transactions come back as CSV sources.
In the Transactions ledger, Export current view downloads exactly what your filters show. Both exports are included from the Starter plan.
Export everything. Or just the view.