Map your Charter of Accounts

Tell Integral how you track crypto assets, gas fees, and realized gains/losses to ensure a successful month-end.

Once you are done categorizing transactions, Integral will push journal entries to your ERP. To get both the Debit and Credit sides of the journal entry, Integral needs to know how you track your crypto assets, gas fees, and realized gains/losses in your Chart of Accounts.

The first step is mapping those values to your corresponding Chart of Accounts. Follow the steps in our Getting Started guide, or map your accounts in Integral's Chart of Accounts page.

In Default Configurations, tell Integral which category your Gas Fees and Realized Gains/Losses corresponds to in your Chart of Accounts.

Under Wallet Mapping, tell Integral how you track your digital assets on your balance sheet.

If you track crypto assets by token

Under Wallet Mapping, expand each wallet to reveal the Tokens held by clicking on the (+) icon on the left of the wallet name. Map each token to its corresponding account (e.g. map USDC to its corresponding account). You do not need to add a wallet-level mapping.

If your track crypto assets by Wallet

Under Wallet Mapping, map each wallet to its corresponding account. The tokens held in each wallet automatically inherit the wallet's category, so there is nothing you need to map there. However, you can overwrite this.

If you track crypto assets in a single "Digital Assets" category

Under Wallet Mapping, simply map each wallet to the same digital assets category.