(Crypto Upload begins at 8:20)
Note: This article explains the columns and process of upload for uploading crypto transactions into SoftLedger. Be sure to review How to convert a crypto provider export into a SoftLedger upload for an example conversion file from BitGo exports into the SoftLedger Upload Template.
Navigate to Crypto > Upload
Click Bulk Upload Crypto Transactions
Complete the attached template, save as a .csv, .xls, or .xlsx file, then click Bulk Upload Crypto Transactions. Please also use the attached guide as a reference, as applicable, required, and optional fields vary by transaction type.
- Choose the file.
- Select your Rate Source. This is either manual (you input in the exact rate in your upload file) or automatically pulled from our rate source.
- Click Upload and Post.
When completing the attached template, please use the following guide to the determine the appropriate data for each column:
type - Deposit, withdrawal, transfer (must be between 2 wallets that exist in SoftLedger), or trade
date - Transaction date and time, in "MM/DD/YYYY HH:MM:SS" Format with AM or PM at the end. (Note: Crypto transactions will be displayed in UTC time within SoftLedger, so it is recommended to upload transactions in UTC)
rQty - Received Quantity, # of coins received
rPrice - Received Price, market price per coin received
sQty - Sent Quantity, # of coins sent
sPrice - Sent Price, the price per Sent Coin
fQty - Fee Quantity, # of coins used to pay transaction fees
fPrice - Fee Price, the price per Fee Coin
rCoin.symbol - Symbol for Received Coin (aka "to" coin), the crypto asset balance that is increased as a result of the transaction. E.g. the rCoin.symbol is BTC for Bitcoin
rWallet.name - Name of received Wallet (aka "to" wallet)
sCoin.symbol - Symbol for sent coin (aka "from" coin), the crypto asset balance being decreased as a result of the transaction.
sWallet.name - Name of sent wallet (aka "from" wallet)
fCoin.symbol - Symbol for fee coin
fWallet.name - Wallet used to pay transaction fees
ledgerAccount.number - Ledger account number for the debit side of the journal entry in Withdrawals (e.g. 620500 - Marketing Expense, for a paying these expenses with ETH) and the credit side of the journal entry for Deposits (e.g. 110000 - Cash, for purchasing BTC with USD).
customer.id - Customer unique id
vendor.id - Vendor unique id
reference - Short form text field to add information related to a transaction
notes - Long Form text field to add any information related to a particular transaction.
currency - Symbol for the fiat currency for rPrice, sPrice, and fPrice.
txHash - Hash ID for on chain transactions.