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How can I import data from CSV format via the legacy Desktop app?
How can I import data from CSV format via the legacy Desktop app?
Advait avatar
Written by Advait
Updated over a week ago

We currently do not support this method anymore as the Delta Desktop app is now shelved until the updated Delta Desktop app is released. There is no ETA on that at this time.

CSV ability will move to the mobile app, however, there is no ETA on this at this time. We apologize in advance for any inconvenience this may have caused.

If you want to use the outdated Desktop version (at your own risk) please email and we will provide you with the download links.

*For now, this feature only supports our own CSV format. We'll add support for specific exchange CSV formats in the future.

To import a .csv file:

  1. Go to Settings on the desktop app.

  2. Tap on 'Import transactions from CSV file'.

  3. Select a file to import.

  4. Select the format / exchange (only Delta CSV is currently available).

  5. Select the portfolio you want to import the trades into.

  6. Remove Existing Transactions: Turning this on will remove any transactions that were added manually, for the coins that are represented in the imported file.

  7. Always Deduct From Holdings: Turning this option on will always automatically create a corresponding buy or sell transaction. For example, for a buy of ETH/BTC, an automatic sell entry will be created under BTC. We recommend keeping this toggle on for all exchange CSV files. Keep it off, for the Delta CSV format if you have specified the behavior via the 'Sync holdings' column explained below.

Import Formats

Delta CSV:

  1. Enter all the transaction data in the file as explained in the template. Other than the exchange name, all fields are case sensitive so make sure you enter them as per the template.

  2. Make sure that all values for Base amount, Quote amount, and Fee are positive (not negative or zero) for all types of transactions.

  3. For transfer-type transactions (deposits, withdrawals, or transfers) make sure the "Sent from" and "Sent to" combinations are properly entered.

  4. Sync holdings: The value for this column can be '0' or '1'. When set to 1, an automatic add to / deduct from entry is created. For example, if you buy ETH / BTC an automatic sell entry under BTC will be created (to deduct BTC from the portfolio).

  5. Once all data is added, delete the rows with the instructions (keep the row with field names) and import the file according to the instructions above.

PRO TIP: Some parts of the desktop app may no longer work. It has not been updated in over 2 years as it is no longer supported. We cannot offer much support on it for that reason.

PRO TIP 2: If you get the error "Missing required field on line 2", please remember to delete the rows above the table headings (Type, Exchange, Base amount, etc)

PRO TIP 3: You can leave the exchange field blank when importing the CSV which will set this to the default of "Global Average".

PRO TIP 4: You can copy and paste the transactions into the CSV template, you do not have to manually enter them into the CSV. Just ensure that you follow the steps above and that the data entered is correct.

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