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How do I resync my sources and refresh my data?
How do I resync my sources and refresh my data?

Updating Your Sources for a New Tax Year

Morgan avatar
Written by Morgan
Updated over a week ago

When it's time to begin a new tax year, the first step is to update your Transaction Sources and pull in the latest transaction data. If you work in your ZenLedger account throughout the year, you may periodically resync your sources, which is fine. If that is the case, we recommend resyncing your sources every few months. ZenLedger does not automatically update your transactions, but the steps to do so are simple.

To get started, navigate to the Import tab to begin your refreshing and re-syncing.

Step-by-Step Instructions to Resync API Connections:

Step 1: From the Import page, find the Exchange whose API you want to re-sync.

Step 2: Click the three dots to the right of the API source and select Resync from the menu. You may have multiple APIs showing for one exchange (due to past resyncs), and in this case we recommend resyncing the most recent one.

Step-by-Step Instructions to Resync Wallet Addresses:

Step 1: From the Import page, find the wallet address(es) you wish to resync.

Step 2: Using the drop-down arrow to the far right, select ReSync from the menu. You may have multiple lines of the same wallet address showing due to past resyncs, and in this case we recommend resyncing the most recent one.

Instructions for Updating CSV Imports:

Import a new, updated CSV to add new records. You can do this by searching for the source you are needing to update on the Imports page. If any records are duplicated between the old CSV and the new one, the system will ignore the copies and import only the new information, but it is also advised that you edit down the CSV to remove transactions you have already imported.


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For Custom CSVs:

Import a new, updated CSV to add new records. Do NOT include transactions

that have previously been recorded and imported in ZenLedger in a Custom CSV as they will be duplicated. Please review our Custom CSV Article for instructions on how to create and import a Custom CSV.

We understand that some of this information may be confusing, so encourage you to reach out to our Customer Success Team if you have any questions!

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