Importing data

How to export your Bybit CSV and import it into OpenFolio

Import Bybit crypto activity or connect by API where supported for live portfolio updates. Follow the export and import steps for OpenFolio.

By OpenFolio Support

Use this guide to export your Bybit records and bring them into OpenFolio. These steps reuse the current OpenFolio integration instructions so the guide stays aligned with the supported importer.

Export from Bybit

  1. Log in to your Bybit account portal.
  2. Open the transaction, activity, orders or reports area.
  3. Select the account or wallet you want to export.
  4. Set the date range.
  5. Export or download the records as a CSV file.

Import into OpenFolio

  1. Sign in to OpenFolio.
  2. Go to Portfolio, then Crypto.
  3. Choose Import.
  4. Select Bybit.
  5. Upload the file.
  6. Confirm the import.

Before confirming the import, review the parsed preview carefully. Check dates, tickers, quantities, prices, currencies and fees so your holdings and tax records start from clean source data.

Early access

Keep portfolio records ready for review.

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