Importing data

How to export your Coinstash CSV and import it into OpenFolio

Import Coinstash CSV transactions for Australian crypto portfolio tracking. Follow the export and import steps for OpenFolio.

By OpenFolio Support

Use this guide to export your Coinstash 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 Coinstash

  1. Log in to your Coinstash 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 Coinstash.
  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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