The world of cryptocurrency is going mainstream at breakneck pace, but it can be hard to keep track of all your transactions, holdings and how your portfolio is tracking overall.
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But thanks to ACCOINTING, staying on top of all your trading activity has never been simpler. The easy-to-use ACCOINTING platform now integrated with Digital Surge’s platform makes portfolio tracking easier, tax time and gaining valuable insights into your investments a breeze!

This simple guide will show you how you can import all your transactions from Digital Surge into the ACCOINTING platform. This will allow you to:

1. View how your portfolio is performing

2. Get valuable information on potential investment strategies

3. Set warnings and alerts based on your current portfolio
4. Get valuable insights using a large body of data
5. Optimise your crypto taxes and save valuable time

Let’s go through how to import data from Digital Surge.

There is a simple way to create an API key on Digital Surge.

Step 1:

Click the three horizontal lines at the top right of your dashboard so that the drop down menu appears. Once the drop down menu is on your screen, select 'API key.'

Step 2:

Click on ‘create a new API key’ in the top right.

Step 3:

Select 'read only' as the type of API key.

You will then be prompted to enter your 2FA code to continue to the final page.

Once you have confirmed your 2FA, you will be presented with your API key. Please copy this code and select finish.

Step 4:

Finally, jump on over to ACCOINTING and sign in.

If you do not have an account, proceed to select 'sign up.'

Step 5:

Once you are all signed in, you'll be met with your empty dashboard.

Please click 'Add a Wallet or Exchange' on your front dashboard.

Alternatively, you can also click on 'Wallets' from your side menu.

From here, you will be prompted to add your wallet. Simply type in and click 'Digital Surge' to find your wallet.

Once you click on Digital Surge, you will be prompted to choose how you would like to import your data. Click ‘Automatic’ so that your transaction will be imported to ACCOINTING automatically.

On your next screen, you will need to paste the code you copied from earlier to connect your wallet directly with ACCOINTING.

And that’s that. Your Digital Surge trading activity will now be synced with your ACCOINTING account. You’ll be able to view your portfolio’s performance along with a number of other things under your dashboard.

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

Step 1:

Go to your Transaction History in your Digital Surge account and select the Export history dropdown, then choose Transaction history.

Step 2:

Select the CSV file option followed by Export History. This will download the file for you.

Step 3:

Go to ACCOINTING and sign in if you already have an account, or create a new account.
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Step 4:

Once you are all signed in, you'll be met with your empty dashboard.

Please click 'Add a Wallet or Exchange' on your front dashboard.

Alternatively, you can also click on 'Wallets' from your side menu.

From here, you will be prompted to add your wallet. Simply type in and click 'Digital Surge' to find your wallet.

Once you click on Digital Surge, you will be prompted to choose how you would like to import your data. To upload a CSV file, please select 'File import'.

On your next screen, you will simply need to upload the CSV file you had just downloaded from Digital Surge to connect your wallet directly with ACCOINTING.

Once you have hit 'save', your wallet and all your transactions will now be added to your ACCOINTING account.
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Creating an account with ACCOINTING to track your portfolio is always FREE, but if you would like to generate a tax report, select a tax plan to get started.

If you have any further questions, please don't hesitate to reach out to our live support team or email us at contact@digitalsurge.com.au