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Add Wallets

Add Wallets & Exchanges

Connecting a wallet or exchange is the first step to getting your books running in Integral. Once connected, Integral pulls in your transaction history and continues syncing new activity automatically — no manual exports required.

Overview

Each connected account is a data source in Integral. When you add a wallet or exchange, Integral begins ingesting transactions from that source and surfaces them in your ledger for categorization, journal entry generation, and reporting. You can connect multiple accounts across exchanges, custodians, on-chain wallets, and bank accounts — all feeding into a single unified ledger.

Supported Connection Types

Integral supports four methods for bringing transaction data into the platform:

  • Exchange / Custodian API — Connect directly to a supported exchange or custodian using API credentials. This is the primary method for centralized platforms (Coinbase Prime, Binance, Kraken, etc.) and enables continuous, automated syncing. Use this whenever your exchange is on the supported list.

  • On-chain wallet address — Add a public wallet address to track on-chain activity across EVM-compatible chains, Solana, and multi-sig setups (Gnosis Safe, Fordefi). Integral reads directly from the blockchain — no private keys required. Use this for self-custodied wallets, protocol treasuries, or any on-chain account not covered by an exchange API.

  • Bank account (via Plaid) — Connect a fiat bank account through Plaid's secure OAuth flow. Use this to track USD or other fiat inflows and outflows alongside your crypto activity.

  • CSV upload — Import historical transaction data from a file. Use this when an exchange is not yet natively supported, when you're onboarding historical data outside the API sync window, or when manual data entry is required for a one-off correction.

Supported Exchanges & Custodians

The following platforms are supported via API connection:

  • Anchorage

  • Anchorage Lending

  • Backpack

  • Binance

  • BitGo

  • Bybit

  • Circle

  • Coinbase

  • Coinbase Advanced

  • Coinbase Commerce

  • Coinbase Prime

  • FalconX

  • Fireblocks (Beta)

  • Gemini

  • Kraken

  • M2

  • OKX

  • Wintermute

How to Add an Exchange via API

Before starting, generate read-only API credentials in your exchange's settings. Most exchanges require you to whitelist Integral's IP addresses before the connection will work (see Step 2 below).

  1. In Integral, navigate to Settings → Accounts.

  2. Click Add Account.

  3. Select Exchange / Custodian API as the connection type.

  4. Choose your exchange from the dropdown list.

  5. Enter your API credentials. Depending on the exchange, the required fields are:

    • API Key — required for all exchanges

    • API Secret — required for all exchanges

    • Passphrase — required for exchanges that issue one (e.g., Coinbase Advanced, OKX)

  6. Whitelist Integral's IP addresses in your exchange's API settings before saving. Add all four of the following:

    • 34.51.25.147

    • 34.51.35.165

    • 35.234.246.30

    • 35.203.61.197

  7. Click Save (or Connect). Integral will validate the credentials immediately.

  8. If validation succeeds, the account appears in your accounts list and the initial sync begins.

Note: API credentials must have read-only permissions. Integral does not require — and should not be granted — trading or withdrawal permissions.

How to Add an On-Chain Wallet Address

No API keys are needed for on-chain wallets. Integral reads directly from the blockchain using the public address.

Supported chains:

  • All EVM-compatible chains (Ethereum, Polygon, Arbitrum, Avalanche, Base, Optimism, and others)

  • Solana

  • Gnosis Safe (multi-sig)

  • Fordefi (multi-sig)

Steps:

  1. Navigate to Settings → Accounts.

  2. Click Add Account.

  3. Select On-chain wallet address as the connection type.

  4. Choose the chain from the dropdown (e.g., Ethereum, Solana, Polygon).

  5. Enter the public wallet address.

  6. Optionally, add a display name to identify this wallet in your ledger (e.g., "Treasury Hot Wallet").

  7. Click Save. Integral will begin indexing the address's transaction history.

For Gnosis Safe or Fordefi multi-sig wallets, select the appropriate multi-sig type from the chain dropdown. Integral will recognize the Safe contract and pull in multi-sig transactions correctly.

You can also add multiple wallets by copy pasting wallet name and addresses from a spreadsheet:

How to Add a Bank Account via Plaid

  1. Navigate to Settings → Accounts.

  2. Click Add Account.

  3. Select Bank account as the connection type.

  4. Click Connect with Plaid. A Plaid authentication window will open.

  5. Search for your bank and follow the OAuth prompts to log in and authorize read access.

  6. Select the specific account(s) you want to connect (checking, savings, etc.).

  7. Click Continue. Plaid will return you to Integral and the account will appear in your accounts list.

Integral syncs bank transactions on a rolling basis. Historical data availability depends on what Plaid retrieves from your institution — typically 90 days, though this varies by bank.

How to Import via CSV

Use CSV import for exchanges not yet on the supported list, for historical periods outside an API sync window, or for one-off data corrections.

  1. Navigate to Settings → Accounts.

  2. Click Add Account.

  3. Select CSV upload as the connection type.

  4. Choose the source (exchange or account type) from the dropdown, if applicable, or select Generic CSV.

  5. Click Download Template to get the required column format for that source.

  6. Populate the template with your transaction data. Key formatting requirements:

    • Dates must match the format specified in the template header (typically YYYY-MM-DD or YYYY-MM-DD HH:MM:SS UTC)

    • Asset symbols must match Integral's recognized ticker format (e.g., BTC, ETH, USDC)

    • Transaction type values must match the allowed options listed in the template

    • Do not add, remove, or rename columns

  7. Save the file as .csv and upload it using the file picker.

  8. Click Import. Integral will validate the file and flag any rows with errors before committing.

After Connecting

Once an account is added:

  • Initial sync begins immediately. Depending on the account's transaction volume and history length, this can take anywhere from a few minutes to several hours for large histories.

  • The account will show a Syncing status indicator in Settings → Accounts until the initial pull is complete.

  • Once syncing completes, transactions appear in the Transactions view, ready for categorization and rule application.

  • For API-connected accounts, Integral continues syncing new transactions automatically on a recurring basis — you do not need to trigger syncs manually.

  • To verify data is flowing, navigate to Transactions and filter by the newly connected account. Confirm that recent transactions are present and that the date range matches your expectations.

Troubleshooting

Invalid API key or secret Double-check that you copied the credentials exactly — no leading or trailing spaces. Some exchanges (e.g., Coinbase Prime) display the API secret only once at creation. If the secret was not saved, regenerate the key pair and reconnect.

Missing permissions Integral requires read-only access to account balances, trade history, and transfer history. If the connection fails with a permissions error, review the API key's permission scopes in your exchange's settings and ensure all required read permissions are enabled.

IP address not whitelisted If Integral cannot reach the exchange API, the most common cause is that one or more of Integral's IP addresses has not been added to the allowlist in your exchange settings. Confirm that all four IPs are whitelisted:

  • 34.51.25.147

  • 34.51.35.165

  • 35.234.246.30

  • 35.203.61.197

Some exchanges require changes to IP whitelists to propagate for up to 10 minutes before taking effect.

Sync delays or stalled sync If the account shows Syncing for more than a few hours, or if recent transactions are not appearing, disconnect and reconnect the account. If the issue persists, contact support with the account name and the approximate date range of the missing data.

CSV import errors If rows are flagged during import, download the error report shown in the import dialog. Common issues include unrecognized date formats, invalid asset symbols, and missing required fields. Correct the flagged rows in your file and re-upload.

Plaid connection dropped Bank account connections through Plaid can expire if your bank requires periodic re-authentication. If a bank account shows a disconnected status, navigate to Settings → Accounts, select the account, and click Reconnect to go through the Plaid flow again.

Reach out to your Integral onboarding contact or email help@integral.xyz

Last updated: April 2026

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