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CoinLedger Portfolio Tracking Integration

How to connect your Digital Surge account to CoinLedger Portfolio Tracker

Johnny avatar
Written by Johnny
Updated this week

Doing your crypto taxes doesn’t need to be complicated. CoinLedger automates this process so you don’t need to stress. CoinLedger is an easy-to-use crypto tax calculator that can help you generate a tax report for you to complete your taxes.

You can easily connect your Digital Surge account to CoinLedger for coin tracking and tax reporting. The easiest way to connect your account is through the API integration. Alternatively, you can upload your transaction history by downloading your transactions as a CSV file.



How to setup your Digital Surge account with CoinLedger using an API

Step 1: Go to coinledger.io and log in or create an account.

Step 2: Connect Digital Surge to your CoinLedger account.


If you are going through the process of setting up your CoinLedger account you will be prompted to select a platform to connect. Simply search for Digital Surge and select it.

Alternatively, if you have already set up your CoinLedger account, you can simply press add an account from the import page. You will be prompted to select a platform to add. Search and select Digital Surge.

Step 3: You'll now need to create an API key on your Digital Surge account by heading over to the API Key page from your Digital Surge account.

  1. Click the drop-down menu and select API Key.

  2. Click Create a New API Key

  3. You can then create Read/Write and Read Only keys. If you are unsure which type is needed, we recommend creating Read Only keys.

  4. You will then be asked to enter your Two-Factor Authentication Code or SMS code for security.

  5. Your API key will be displayed for you to copy and share with the 3rd party application

Step 4: Import your transaction using the API key you created on your Digital Surge account. Jump over to your CoinLedger account and select "Auto-Import'.

Step 5: Now paste the full API key into the required field and press 'Sync Transactions'.

And that’s it. Your Digital Surge trading activity will now be automatically synced with your CoinLedger account.


How to import data with CSV export

You can also import your Digital Surge transactions through a CSV file directly to CoinLedger Account.

Step 1: Retrieve your Transaction History as a CSV file by Clicking the drop-down menu and selecting Transaction History.

  • Select the Export History button and then Transaction History

  • Select the date period and the CSV file format and then export history

  • Note: You can leave the date range empty and it will retrieve all your transactions

Step 2: Return to your CoinLedger account, go to the Import page and then select 'Add Account'

Then simply search for Digital Surge and select it.

Step 3: Instead of selecting "Auto-Import" select 'Browse File'.

Step 4: Upload the Transaction History CSV file you downloaded from your Digital Surge account

Your wallet and transactions will now be added to your CoinLedger account. Please note that you will need to upload a new CSV file with new transactions if you wish to update your CoinLedger account.


If you have any other questions, don't hesitate to get in touch. We're happy to help.

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