Despite our efforts to make uploading CSVs as seamless as possible, occasionally we see issues with CSVs not uploading, even though we have a CSV converter built for that platform. Sometimes the cause for that failure is as simple as using the wrong converter or modifying the original export before uploading.
This article is all about uploading CSVs that have CSV converters built out already. For an updated list of platforms that have CSV converters, go to "Add Transactions" > "CSV Import" in your TaxBit account. Our full list of CSV converters will appear in the bottom half of the screen.
In this article:
How do I know if my upload failed?
If you follow the instructions below on how to upload an automated CSV file and you don't get a successfully uploaded message within one hour, the upload has most likely failed. Follow along with our guide on adding CSV files to your account, found HERE, and you should see a notification in the top right that the upload has started.
After that upload has started, there are three possible outcomes. The most likely outcome is that you'll get a notification saying the file has been uploaded successfully. If you don't see this message, you might get an error saying that certain lines failed to upload, or you won't get any notification at all.
In the first two scenarios, the CSV is formatted correctly, and in the last scenario, the CSV is not formatted correctly. If you get the error message saying certain lines failed, please reach out to the support team so we can help you get that file uploaded properly.
What can I do about it?
In these situations, it's really important to verify a couple things:
- You're uploading CSV exports from automated platforms.
- You didn't make any modifications to the file before submitting it to be uploaded.
Below are a couple of solutions to help you import your CSV file successfully.
File modifications
After checking that you're using the right upload page and that you're uploading a CSV from one of the automated platforms, you'll want to make sure that you didn't make any edits to the export when you received it from your exchange or wallet.
We recommend that users upload the original export files provided by platforms that have an automated CSV converter. Any changes you make may lead to your upload failing.
Still not working?
If you've verified that you are using an original export from an automated platform, please reach out to our Support Team with the export that wasn't working.
We'll look into whether we need to make modifications to our CSV converter as platforms will frequently change the format of their exports. Because of this, occasional errors are expected.
Using the correct upload page
There are two pages to choose from when you go to upload a CSV ("Add transactions" > "CSV Import"). On the first page that appears, you'll want to select "Yes" if your CSV comes from one of the platforms displayed.
If you select "No", you'll be taken to the second CSV upload page, which is only built for CSVs that are already in TaxBit’s CSV format. If you try to upload a CSV on this page that's formatted in any way besides our own, the upload will fail. So make sure you select "Yes" on that first screen.
If after uploading a file, you get a screen indicating that your column headers are incorrect, that's an indication you're using the wrong upload screen for your CSV formatting. There are two screens, and the second one is only for CSVs formatted the TaxBit way. You'll want to hit the back arrow in the top left a couple times and try again, this time selecting "Yes" instead of "No".
Still have questions? Send us an email at support@taxbit.com or chat with us using our live chat feature, and we'd be happy to help!
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