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Connect an exchange via API

đŸ”” Crypto guide

Follow these simple steps to enter the API keys created on the exchange to connect to Finbooks.

  1. log in to your Finbooks account and select Connections from the menu

  2. click on the Add connection button in the top right corner

  3. type the name of the platform you wish to connect to in the search field provided

  4. assign a name to your connection

  5. If you are a resident of Portugal or Spain, you will be asked to choose the nationality of the intermediary. For more information, please refer to this guide.

  6. enter the API key and API secret that you copied and saved from the exchange

  7. finally, click on the Create connection button in the top right-hand corner of the page

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