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  2. File Import Guide

Instructions for Uphold File Import

How to import your Uphold transaction history into Cointelli

Click here for a video guide.

Step 1.

Log in to your Uphold account. (https://wallet.uphold.com/login)

Step 2.

Click the Activity icon on the left and click the document icon at the top.

Step 3.

Click Generate Report and a download link will be emailed to you.

Step 4.

Check your email and click Download.

 

Step 5.

Upload the .csv files you downloaded to Cointelli.

(Please import the downloaded files as is, without editing the file name, extension, content, etc, to avoid errors.)

 

 

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