Episode 011 min 14 sec
Link an exchange
Connect an exchange with a read-only key and let your history sync itself.
Key points
- Coinfig connects to an exchange with a read-only API key, so it can see your history but never move your funds.
- When you create a VALR key, tick View access only and leave every other permission unticked.
- Paste both the API key and the API secret; the secret is the longer of the two.
- Connected exchanges re-sync automatically, and Sync now on the source card refreshes one at any time.
- If an exchange API does not reach your oldest trades, add a CSV export for that period too.
Chapters
Learn more
- Exchange guideHow to connect VALR
Step-by-step key setup, permissions to tick and known VALR limitations.
- FeatureData sources
The four ways to import, and when to use each one.
- Exchange guideExchange and wallet integrations
Find the connect guide for every other exchange you use.
- HelpSecurity at Coinfig
How read-only keys and encrypted credentials keep your accounts safe.
Keep learning
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.
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.
A1Getting started
Your first five minutes, 1 min 7 sec, watched
From sign-up to your first figures: the shortest path through Coinfig.
Read the transcript
Your history lives on an exchange. How do you bring it into Coinfig without giving it access to your funds?
Open Exchanges and wallets. Every source feeding your ledger lives here. Choose Connect an exchange or wallet, and pick where you keep your crypto. Search covers more than fifty exchanges.
For VALR, Coinfig connects with a read-only API key. Open How to get your key. It shows where to create that key in VALR, step by step. Paste the API key and the API secret. The secret is the longer one. Read-only means Coinfig can see your history. It can never move your funds. Choose Connect VALR. Coinfig checks the key, reads your history and sets up automatic updates. Your transactions come in while you carry on. Most people use two or three places, so add the next one here. The source card shows the sync, then how many transactions arrived. Sync now refreshes it at any time.
Pick the exchange. Paste a read-only key. Your history syncs itself.