Changing Wallet from CSV to API

Koinly Support
1

I have wallets that worked with CSV import in the past, i have all data until end of last year imported.
For this year I want to switch the wallet to API, should i create a “new” API Wallet starting from 01.01.2022 and leave the CSV Wallet untouched or should i change the existing wallet to API?

What would be the better approach?
i would tend to create a new Wallet because if something goes wrong i can just delete the new wallet and start over without “messing” up the old wallet

2

Hey @Frank_Stegerwald !

The good news here is that you do not need to choose.

You can add the API (starting from a certain date) to the existing CSV wallet. You can also in parallels add a duplicate wallet synced solely via API. Once you see which one you prefer, you can then delete the redundant one :slight_smile:

Hope that makes sense, do not hesitate to reach out at support@koinly.io if you have any issue.

Cheers!