Start Guide

Your First Week with Integral

Integral is a crypto-native treasury and accounting platform that connects your wallets, exchanges, and custodians into a single ledger — producing audit-ready books without manual spreadsheet work. By the end of your first week, you'll have your accounts connected, transactions synced, GL mappings in place, and your first reports ready to share.

Step 1: Connect Your First Wallet or Exchange

Integral supports four types of connections:

• Exchange / Custodian API — Binance, Coinbase (including Prime and Advanced), Kraken, Gemini, OKX, Bybit, Fireblocks, BitGo, Circle, Anchorage, and more

• On-chain wallet address — any EVM-compatible chain (Ethereum, Polygon, Arbitrum, Avalanche, etc.), Solana, and 40+ other networks; also Gnosis Safe and Fordefi multi-sigs

• Bank account — US bank accounts via Plaid

• CSV upload — manual import for any source not yet natively supported

Most common path: connecting an exchange via API

1. In the left nav, click Accounts, then Add Account.

2. Select your exchange or custodian from the provider list.

3. Click Connect via API.

4. In your exchange, create a read-only API key (do not enable withdrawal permissions). For Binance, Fireblocks, BitGo, or Bybit, whitelist the following IPs before saving: 34.51.25.147, 34.51.35.165, 35.234.246.30, 35.203.61.197.

5. Return to Integral and enter your API Key, API Secret (some exchanges call this a Passphrase or Private Key), and any additional fields shown for your specific exchange.

6. Click Connect. Integral will validate your credentials immediately.

7. If validation passes, a new account appears in your Accounts list and the initial sync begins automatically.

⚠️ Admin note: Adding accounts requires the Owner or Admin role. Read-only users cannot connect new sources.

Step 2: Wait for Sync & Understand What's Loading

After connecting, Integral pulls:

• Transaction history — all inflows, outflows, trades, fees, and transfers

• Current balances — per asset, per wallet

• Token prices — historical USD prices at the time of each transaction

The sync status moves through four stages, visible in the Accounts list next to each account: Pending → Syncing → Synced. A progress indicator shows completion percentage for larger syncs.

How long does it take?

• Exchange APIs with a few months of history: typically a few minutes

• Large exchange accounts or wallets with years of on-chain activity: up to several hours

If sync seems stuck:

• Refresh the page — the progress indicator updates in real time via a live connection

• Check that your API key is still valid in the exchange's settings (keys can expire or be revoked)

• Contact support if the account shows Error status for more than 30 minutes

Step 3: Map Your Chart of Accounts

What this does: Integral links each of your wallets and token holdings to a GL account in your Chart of Accounts (COA) — the same account codes you use in QuickBooks, NetSuite, or your preferred ledger. This is what turns raw transaction data into proper journal entries.

Walkthrough:

1. Navigate to Accounting → Chart of Accounts.

2. Integral displays your imported GL accounts (pulled from your connected ERP, or entered manually). Each account shows its Code, Name, Type (Asset, Liability, Income, Expense), and Currency.

3. Click Map Accounts.

4. Choose a mapping strategy:

   • By Asset — assign each token or NFT collection to its own GL account (recommended for granular reporting)

   • By Wallet — assign an entire wallet to one GL account

5. For each row, select the target GL account from the dropdown. Unmapped items are flagged with a counter at the top of the screen.

6. Also set your Default Fee Account and Default Gain/Loss Account — these are required before you can sync journal entries.

7. Click Save Mappings.

What if you skip this step? You can still view and categorize transactions, but you cannot sync journal entries to your ERP or generate cost-basis and gain/loss reports until all assets and wallets are mapped.

Step 4: Categorize Your First Transactions

Integral classifies transactions automatically using the on-chain or exchange data (e.g., Deposit, Withdrawal, Trade, Fee, Airdrop, Mint). You can refine this classification manually or use rules.

Manual categorization:

1. Go to Accounting → Transactions.

2. Click any transaction to open the detail drawer.

3. Set or adjust: Transaction Type, GL Account, Tags, Memo, and Counterparty.

4. Toggle Ready to Sync when the transaction is reviewed and approved.

Using rules to auto-categorize:

1. Go to Accounting → Rules and click New Rule.

2. Define a Condition (e.g., "counterparty address equals 0x…" or "asset is USDC").

3. Set Actions — which fields to apply (type, GL account, tags).

4. Optionally enable Mark as Ready to Sync to automatically approve matching transactions.

5. Rules are evaluated in order — drag to reorder priority.

Tip: Start with your highest-volume transaction types — stablecoin transfers and exchange trades — so rules do the bulk of the work before you review edge cases manually.

Step 5: Generate Your First Report

Once you have transactions synced and accounts mapped, the following reports are available immediately:

• Closing Positions — snapshot of holdings by asset, wallet, or protocol at any date

• Gain / Loss — realized and unrealized P&L by asset or account, with date range filters

• Cost Basis Export — full transaction-level detail with your chosen method (FIFO, LIFO, HIFO, or ACB)

• FASB Roll-Forward — for entities reporting under ASC 350-60

• Wallet Token Balances — point-in-time balance sheet by wallet

To generate and export:

1. Go to Reports in the left nav.

2. Select a report type, set the date range and any filters (accounts, tokens, wallets).

3. Click Generate.

4. Download as CSV for import into Excel or your ERP, or share the link directly with your accountant or auditor.

Minimum data required: At least one fully synced account with mapped GL accounts and a cost basis method selected (Settings → Accounting).

Troubleshooting: First-Week Issues

Next Steps

Once your first week setup is complete, explore these areas:

• Add More Wallets & Exchanges — connect additional accounts following the same flow in Step 1

• Connect Your ERP — push journal entries directly to QuickBooks Online, NetSuite, or Xero via Settings → Integrations

• Transaction Rules — build a full rule library to minimize manual review going forward

• Reports & Exports — schedule recurring exports or share live report links with your audit team

• Contacts — tag counterparty addresses with entity names to make reports more readable

Last updated: April 2026 | Questions? Reach out to your Integral onboarding contact or email help@integral.xyz