In this article, you'll find all the information you need to import your transactions from Mexem to Finbooks via CSV.
What you need to upload to Finbooks
To connect Mexem to Finbooks, youâll need the following CSV file:
Activity Statement CSV: contains the full history of your Mexemaccount, including trades, balances, fees, and crypto activities
â ïž You must import the complete history of your Mexem account
The Activity Statement must cover the entire period of account usage, from the first day you used Mexem until the date you download the report. If the full history cannot be downloaded in a single file, you can upload multiple CSV files, as long as together they cover the whole period without gaps.
How to download the Activity Statement CSV
Follow these steps to download a CSV file from Mexem:
log in to your Mexem account
from the top navigation bar, click Performance & Reports
from the dropdown menu, select Statements
you will see a list of predefined reports, select Activity Statement
on the Activity Statement row, click the arrow on the right
a pop-up (modal) will open, where you can configure the report period:
set the start date as the first date you started using Mexem
set the end date as the current date (or the day you are downloading the file)
enable the option to include crypto activities
under multi-account format, select consolidated summary
click Download CSV
Import your CSV into Finbooks
To learn how to import your CSV file into a new connection or an existing one, please check out the dedicated article on how to upload a CSV file to Finbooks.