Finbooks

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

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

once on the homepage, navigate to the top right corner and click on the profile icon representing your personal details

inside the personal details section, locate the API Management tab

you can label your API for identification purposes (i.e. Finbooks API)

for verification purposes, a code will be sent to your registered email address

enter the verification code to confirm the creation of your API

1. log in to your account
 
2. once on the homepage, navigate to the top right corner and click on the profile icon representing your personal details
 
3. inside the personal details section, locate the API Management tab
 
4. click on the Create API option
 
5. you can label your API for identification purposes (i.e. Finbooks API)
 
6. for verification purposes, a code will be sent to your registered email address
 
7. enter the verification code to confirm the creation of your API

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 Koinbay 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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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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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 Koinbay to Finbooks

How to create API on Koinbay

How to insert API credentials on Finbooks