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Import crypto trades from a spreadsheet

Import crypto buys, sells, and swaps into Navexa using the crypto CSV template. Learn the required format, how mapping works, and how to fix common import errors.

Use this guide to import crypto trades into Navexa when your exchange file needs to be converted into Navexa’s crypto spreadsheet format first.

Before You Upload

The crypto spreadsheet importer works best when you use the Navexa crypto CSV template.

Use this template as a starting point:

Do not upload a raw exchange export without checking it first. Files from exchanges such as Crypto.com often include extra activity types, different column names, and rows that are not standard trades.

For example, an exchange export may include:

  • Deposits and withdrawals.

  • Earn, staking, or reward entries.

  • Cashback or card transactions.

  • Internal transfers.

  • Columns such as Timestamp (UTC), Transaction Description, Currency, Amount, To Currency, and Transaction Kind.

These files may cause mapping errors because they do not match the format Navexa expects.

When To Use This Import

Use the crypto spreadsheet importer when:

  • Your exchange or broker is not currently supported for direct import.

  • You want to bulk-add crypto buys, sells, or swaps.

  • You are comfortable copying your trade data into the Navexa crypto template.

If your exchange is supported by a direct import method, that option is usually faster.

What The Importer Supports

The crypto spreadsheet importer supports:

  • Spot buys.

  • Spot sells.

  • Crypto-to-crypto swaps, using Buy or Sell with a crypto pair.

The CSV importer does not support:

  • Transfer In or Transfer Out rows.

  • Deposits or withdrawals.

  • Earn, staking, interest, cashback, rewards, or airdrops.

  • Card payments or card top-ups.

If you need to record crypto transfers, add them manually after importing your trades.

Required CSV Columns

Your CSV must include these column headers:

  • Market Pair

  • Trade Date

  • Trade Type

  • Amount Received

  • Amount Traded

  • Fee

  • Fee Currency Code

  • Notes

Use the template as your starting point and keep the column names unchanged.

How to fill each field

Market Pair

Format is BASE/QUOTE:

  • BASE = the coin you’re buying/selling (first in the pair)

  • QUOTE = the currency you’re paying/receiving (second in the pair)

Examples:

  • BTC/AUD (BASE = BTC, QUOTE = AUD)

  • SOL/USDT (BASE = SOL, QUOTE = USDT)

  • BTC/ETH (BASE = BTC, QUOTE = ETH)

Trade Type

Use only:

  • Buy

  • Sell

For swaps, you still use Buy or Sell (Navexa will display these as Trade In/Trade Out automatically).

Amount Received and Amount Traded (important)

In the crypto spreadsheet importer:

  • Amount Received = the BASE quantity (how many units of the first asset)

  • Amount Traded = the unit price in the QUOTE currency (price per 1 unit of BASE)

This means Amount Traded is not the total you spent/received.

Example (BTC/AUD buy):

  • You buy 0.10 BTC for 9,500 AUD total

  • Unit price = 9,500 / 0.10 = 95,000 AUD per BTC

  • CSV values:

    • Market Pair: BTC/AUD

    • Trade Type: Buy

    • Amount Received: 0.10

    • Amount Traded: 95,000

If you put 9,500 into Amount Traded, Navexa interprets it as $9,500 per BTC (unit price), not the total.

Fee and Fee Currency Code

  • Fee = fee amount

  • Fee Currency Code = the currency the fee was charged in (AUD, BTC, ETH, USDT, etc.)

Tip: If your fee is charged in a coin you don’t otherwise hold (or don’t have a starting balance for), that coin may show as negative until you add earlier trades/transfers.

How swaps work (crypto-to-crypto)

Buy vs Sell for swaps

For swaps, think in terms of what you receive vs what you spend:

  • Buy BASE/QUOTE = you receive BASE and spend QUOTE

  • Sell BASE/QUOTE = you spend BASE and receive QUOTE

Example (SOL/USDT):

  • Buy SOL/USDT = receive SOL, spend USDT

  • Sell SOL/USDT = spend SOL, receive USDT

What you’ll see in Navexa

After import, Navexa will automatically show:

  • Trade (In) on the coin you received

  • Trade (Out) on the coin you spent

Even though your CSV says Buy/Sell, the UI will correctly label the “in” and “out” side of the swap.

Transfers and starting balances (why errors happen)

Why you may see “Insufficient shares to sell”

Because Transfer In/Out isn’t supported in the CSV importer, Navexa can only build balances from the trades you import.

So if your CSV spends a coin before you ever acquired it (for example, you buy SOL using USDT, but you never added a USDT buy or transfer-in first), you’ll see:

  • Insufficient shares to sell

This is expected and just means the holding needs an earlier balance.

Fix options

Choose one:

  • Option A (recommended for CSV-only): Add earlier Buy trades so the coin exists before it’s spent.

    • Example: add a USDT/AUD Buy before any SOL/USDT trades.

  • Option B (manual): Add a Transfer In inside the holding.

    • Use this when your USDT (or other coin) came from a deposit, not a buy.

How to manually add Transfer In / Transfer Out (when needed)

If you need to add a starting balance for a coin:

  1. Open the holding (e.g. USDT).

  2. Click Add Trade.

  3. Select Transfer In.

  4. Set the Trade Date to before the first time you spend that coin.

  5. Enter the transferred quantity.

  6. Click Add Trade.

You can also add Transfer Out the same way if you want withdrawals reflected.

How to import your CSV

  1. In Navexa, go to Add Holdings.

  2. Choose Import from Spreadsheet.

  3. Choose the Cryptocurrencies.

  4. Upload your CSV, click Next.

  5. Check that the row selected shows the column headers. Then, click Yes to confirm.

  6. In Header Selection, confirm each column is matched correctly. Click Next at the bottom to continue.

  7. In Review, scan for any warnings.

  8. Click Save.

Download the template and example rows

Use this template as a starting point:

What the template demonstrates:

  • BTC/AUD and ETH/AUD buys/sells

  • A BTC/ETH swap (shows as Trade In/Out in the UI)

  • Funding USDT with a USDT/AUD buy before using SOL/USDT swaps

Common issues and quick fixes

My quantities are wildly wrong (e.g. “sold 5,200 BTC”)

Cause: Total value was entered as the quantity.

Fix:

  • Put the coin quantity in Amount Received

  • Put the unit price in Amount Traded

A coin is negative after import

Cause: You spent that coin before acquiring it in your imported history.

Fix:

  • Add earlier buys for that coin, or

  • Manually add Transfer In dated before the spend

My swap shows as Trade In/Trade Out, not Buy/Sell

That’s expected. Navexa is correctly showing both sides of the swap inside each holding.

What we recommend for best results

  • Import your trades from the earliest date you started trading that coin.

  • If you use stablecoins (USDT/USDC), include an earlier funding trade (or add Transfer In manually).

  • Keep fees in their real fee currency where possible.

Download the Crypto Spreadsheet Template here:

Attachment icon
Crypto Template V1.csv
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