Finbooks

In this article, you'll find all the information you need to connect your CoinEx account to Finbooks via API and automatically import the transactions you made on the exchange.

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Follow these simple steps to connect your Coinex account to our software and import all your transactions into your Finbooks profile:

on CoinEx, click your profile icon in the top right corner of the screen

assign a name for your API, set the permissions (read-only) and complete the 2FA. Then click on Download API

you'll receive an API ID and an API key you can copy.

1. on CoinEx, click your profile icon in the top right corner of the screen
 
2. click on API management
 
3. click on Create API
 
 
 
4. assign a name for your API, set the permissions (read-only) and complete the 2FA. Then click on Download API
 
 
 
5. you'll receive an API ID and an API key you can copy.

How to insert API credentials on Finbooks

Learn how to connect your API to Finbooks following the simple steps in this <a href="https://help.finbooks.com/en/articles/13714780-connect-an-exchange-via-api">article</a>.

Connect CoinEx to Finbooks

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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Connect CoinEx to Finbooks

How to create API credentials on CoinEx

How to insert API credentials on Finbooks