How do I create a custom CSV?

***If you only have one entry to make, use the Manual Entry tab. However, if you have several, read on and watch our informative video!***

***TO DOWNLOAD THE CUSTOM CSV TEMPLATE PLEASE: do so here. ***

UPDATED 2/28/2020: HOW TO CREATE A CUSTOM CSV STEP-BY-STEP

Custom CSVs are a good way to get unsupported coins, unsupported wallets, or lost/stolen transactions into ZenLedger. If you have any questions after reading this article on when you would use a Custom CSV or manual entry, please let us know by clicking on the support chat!

Recommended editor: Microsoft Excel is NOT RECOMMENDED as it does some strange things with formatting cells, so we recommend using Google Sheets., a free CSV editing software similar to Excel and Mac Numbers.

You can always send us these files in the support chat or email to us at [email protected] if you get stuck, we're happy to help!

NOTE: The video says that SEND and RECEIVE are transaction types that are for wallets or exchanges you do not own. You can, however, use these types for self-transferred transactions, or you can use OUTGOING or INCOMING. Once you import the CSV, these will match up as self-transfers or you can use the Resolution Center to match these transactions if not done automatically.

ALSO NOTE: If your original spreadsheet from an exchange, such as Coinex, has information like transaction IDs or hashes, we do NOT NEED this. We only need the fields in the template filled out, exactly as we have described, for best results. If you need help, just click on the chat button to your lower right on the screen!

Below we've included a detailed list of transaction types and definitions:

Header Row

Timestamp	Time stamp should be in UTC, and 24 hrs format. The formats supported are yyyy-mm-dd hh:mm:ss and mm/dd/yyyy hh:mm:ss
Type	This identifies the type of transaction user is uploading. We support ‘buy', ‘sell,' ‘trade,' ‘receive', ‘send,' ‘Initial Coin Offering,' ‘margin trade', 'staking', 'fork', 'airdrop', 'payment', 'mined', 'gift sent', 'fee', 'staking reward''dividend received', 'interest received', 'misc reward', 'margin gain', 'margin loss', 'lost', 'stolen,' 'nft_mint',’donation_501c3’, 'staking lockup’ , 'staking return’,’nft_trade’
IN Amount	Incoming amount
In Currency	Incoming Token Currency ID
Out Amount	Outgoing amount
Out Currency	Outgoing Token currency ID
Fee Amount	Fee amount
Fee Currency	Fee Currency ID
Exchange (optional)	Exchange/wallet where the transaction took place
US Based	‘Yes’ if the exchange is located in US and ‘No’ if it is outside US.

Types

Type	Information
Buy	In Currency should be Crypto Out Currency should be USD Out amount is exclusive of the fee amount. Cost basis = Outgoing USD + Fee
Sell	Out currency should be Crypto In Currency should be USD In amount is exclusive of the fee amount. Proceeds = In amount
Trade	Both In Currency and Out currency should be Crypto In and out amount are exclusive of the fee amount
Receive	Only In Amount and In currency columns are filled. Out Amount and Out Currency can be left empty or, user can add USD if needed. Fee can be added to incoming transactions.In amount is exclusive of the fee amount.
Send	Only Out Amount and Out currency columns are filled. In Amount and InCurrency can be left empty or , user can add USD if needed. Fee is imported. Sender addresses pay the fee. Out amount is exclusive of the fee amount. Proceeds = USD value of the Out amount
Initial coin offering	It can be imported as trade Both In Currency and Out currency should be Crypto
Margin trade	Both In Currency and Out currency should be Crypto In and out amount are exclusive of fee amount
Staking/Staking Reward	Incoming reward obtained by staking a token Only In Amount and In currency columns are filled. Out Amount and Out Currency can be left empty or, user can add USD if needed. Fee can be added to incoming transactions.In amount is exclusive of the fee amount.
fork	Only In Amount and In currency columns are filled. Out Amount and Out Currency can be left empty or, user can add USD if needed. Fee can be added to incoming transactions.In amount is exclusive of the fee amount.
airdrop	Only In Amount and In currency columns are filled. Out Amount and Out Currency can be left empty or, user can add USD if needed. Fee can be added to incoming transactions.In amount is exclusive of the fee amount.
Payment	Only In Amount and In currency columns are filled. Out Amount and Out Currency can be left empty or, user can add USD if needed. Fee can be added to incoming transactions.In amount is exclusive of the fee amount.
Mined	Only In Amount and In currency columns are filled. Out Amount and Out Currency can be left empty or, user can add USD if needed. Fee can be added to incoming transactions.In amount is exclusive of the fee amount.
Gift sent	Only Out Amount and Out currency columns are filled. In Amount and InCurrency can be left empty or , user can add USD if needed. Fee is imported. Sender addresses pay the fee. Out amount is exclusive of the fee amount. Proceeds = USD value of the Out amount
fee	Stand alone fees Only Out Amount and Out currency columns are filled. In Amount and InCurrency can be left empty or , user can add USD if needed.
dividend received	Only In Amount and In currency columns are filled. Out Amount and Out Currency can be left empty or, user can add USD if needed. Fee can be added to incoming transactions.In amount is exclusive of the fee amount.
interest received	Only In Amount and In currency columns are filled. Out Amount and Out Currency can be left empty or, user can add USD if needed. Fee can be added to incoming transactions.In amount is exclusive of the fee amount.
Misc Reward	Only In Amount and In currency columns are filled. Out Amount and Out Currency can be left empty or, user can add USD if needed. Fee can be added to incoming transactions.In amount is exclusive of the fee amount.
margin gain	Only In Amount and In currency columns are filled. Out Amount and Out Currency can be left empty or, user can add USD if needed.
margin loss	Only Out Amount and Out currency columns are filled. In Amount and InCurrency can be left empty or , user can add USD if needed.
nft mint	Transaction in CSV Transaction uploaded to Zenledger If Out Amount and Currency is left blank it is imported as Nft Mint Gas Only If Out Amount and Currency has amount and currency , it is imported as Nft Mint. Where, 1 ETH is mint fee and 0.001 ETH is gas fee for the minting transaction . If NFT is minted with USD (unlikely but we support it) , it is imported as Nft Mint too. Nft minted with USD in CSV Transaction in Zenledger In and out amount are exclusive of the fee amount.
nft trade	Transaction in CSV Transaction uploaded to Zenledger If Nft is being bought with crypto, we need to keep NFT in the In amount and currency section and crypto in Out amount and currency. If Nft is being sold for crypto, we need to keep crypto in the In amount and currency section and NFT in Out amount and currency. In and out amount are exclusive of the fee amount.
donation 501c3	Only Out Amount and Out currency columns are filled. In Amount and InCurrency can be left empty or , user can add USD if needed. Fee is imported. Sender addresses pay the fee. Out amount is exclusive of the fee amount. Proceeds = USD value of the Out amount
stolen	Only Out Amount and Out currency columns are filled. In Amount and InCurrency can be left empty or , user can add USD if needed. Fee is imported. Sender addresses pay the fee.
lost	Only Out Amount and Out currency columns are filled. In Amount and InCurrency can be left empty or , user can add USD if needed. Fee is imported. Sender addresses pay the fee.
staking lockup	Only Out Amount and Out currency columns are filled. In Amount and InCurrency can be left empty or , user can add USD if needed. Fee is imported. Sender addresses pay the fee.
staking return	Only In Amount and In currency columns are filled. Out Amount and Out Currency can be left empty or, user can add USD if needed. Fee can be added to incoming transactions.In amount is exclusive of the fee amount.

Additional Information

Type	Information
Self transfer/ Switch trade /Swap	These types are imported as Receive and Send. Once imported they are either auto detected by the system or they can be manually marked.
FIAT	Custom CSV import only support USD as FIAT.

Please keep in mind:

The IN and OUT are from the perspective of the wallet or account. So if I you are making a custom csv for a wallet and you send 1 BTC to the wallet from Coinbase and then 0.5 BTC out to Binance from your wallet- you would record “ 1.0 BTC IN 0.5 BTC OUT

Timestamp, Column 1:
Must be on UTC. Put this in 24 hr time and no "AM/PM". You will have your best luck doing this in Google Sheets, which has an automatic option for the right timestamp under Format>Number>Date time (see illustration below):

Frequently made mistakes:

Incorrect date format
File format should be in CSV
CSV format should be in UTF-8
Incoming and outgoing values in wrong columns
Incorrect header row or missing necessary columns

If you have additional questions, please reach out to us at [email protected]