Integrations

Integrations

CryptaCount integrates with accounting platforms and supports centralized exchange (CEX) connections for trade data import. Manage integrations under Settings → Integrations.

Accounting Platform Connections

CryptaCount connects to accounting platforms for both sign-in and data synchronization:

Provider	Sign-In	Data Sync
Google	✓	—
Microsoft	✓	—
Xero	✓	✓ Accounting data sync
Intuit (QuickBooks)	✓	✓ Accounting data sync
Zoho	✓	✓ Accounting data sync

Connecting an Accounting Platform

1. Navigate to Settings → Integrations

2. Click Connect next to the desired platform
3. You’ll be redirected to the platform’s authorization screen
4. Authorize CryptaCount to access your accounting data
5. Select which organization/company to connect (if applicable)
6. Done — the integration is active

Note

CryptaCount requests read and write access for journal synchronization. It does not access bank accounts, payment methods, or payroll data.

What Accounting Integrations Do

Once connected, you can:

• Push journal entries — Send generated journal entries directly to your general ledger
• Sync chart of accounts — Import your existing chart of accounts
• Reconcile — Compare CryptaCount’s data against your existing general ledger
• Disconnect — Revoke access without deleting data

Zoho Export Support

For Zoho Books users, dedicated export functionality under Exports → Zoho provides:

• CSV exports formatted for Zoho Books import
• Account mapping between CryptaCount and Zoho chart of accounts

CEX Connections

Centralized exchange connections under CEX in the sidebar import trade data from major exchanges:

Sidebar Label	Purpose
CEX	CEX account management — connect and manage exchange connections
CEX Transactions	View CEX transactions — trades, deposits, withdrawals
CEX Import	Import CEX data — via API, CSV, XLS, PDF, or generic import
CEX GL Mappings	Map CEX transaction types to GL accounts
CEX Transfer Matching	Match CEX transfers with on-chain transactions

Setting Up a CEX Connection

1. Go to CEX in the sidebar
2. Click Add Exchange and select your exchange
3. API connection: Generate a read-only API key on the exchange and enter it in CryptaCount
4. CSV import: Upload trade history exports from the exchange
5. Start sync

Tip

Always use read-only API keys. CryptaCount never needs write access to your exchange account.

CEX Import Options

The import tool supports multiple methods:

• Exchange-specific API — Direct integration per exchange
• Exchange-specific CSV — Pre-formatted CSV templates per exchange
• Generic CSV — Flexible CSV import with column mapping
• XLS import — Excel file import
• PDF import — Statement PDF parsing
• Preview — Review imported data before committing

CEX GL Mappings

Configure under CEX GL Mappings how CEX transactions map to your chart of accounts:

• Set default GL accounts per transaction type
• Override mappings for specific exchanges
• Automatically post CEX transactions as journal entries

Fiat Ramp Tracking

Fiat on/off ramp tracking under Fiat Ramp in the sidebar:

• Track fiat deposits and withdrawals through crypto exchanges
• Manual entry for OTC transactions
• Match unreconciled fiat movements with on-chain transactions

Disconnecting

To disconnect an integration, navigate to Settings → Integrations, click the connected platform, and select Disconnect. This revokes CryptaCount’s access token. No data is deleted from either platform.