Export Data

Authentication

This endpoint requires authentication via Bearer token.

Authorization: Bearer YOUR_API_KEY

Request Body

workspace_id

string

required

The workspace ID to export data from

format

string

required

Export format

csv - Spreadsheet-compatible CSV file
pdf - Professional PDF report with charts
json - Raw JSON data (for programmatic use)

report_type

string

PDF report template (required if format is pdf)

summary - High-level overview with charts
detailed - Transaction-by-transaction listing
tax - Tax-ready report organized by category
audit - Comprehensive report with attachments

filters

object

Show Filter Options

wallet_ids

array

Array of wallet IDs to include

chain

string

Filter by blockchain network

token

string

Filter by token symbol

direction

string

Filter by transaction direction (inflow, outflow)

tag_ids

array

Array of tag IDs to filter by

start_date

string

Start date (YYYY-MM-DD)

end_date

string

End date (YYYY-MM-DD)

min_amount

number

Minimum transaction amount

max_amount

number

Maximum transaction amount

has_tags

boolean

Filter tagged/untagged transactions

columns

array

CSV-specific: Array of column names to include (optional, defaults to all)

date
tx_hash
from_address
to_address
wallet_label
chain
token
amount
fiat_value
direction
type
tags
notes
attachments

options

object

Show Export Options

currency

string

default:"USD"

Fiat currency for values (USD, EUR, GBP, INR)

date_format

string

default:"YYYY-MM-DD"

Date format (YYYY-MM-DD, MM/DD/YYYY, DD/MM/YYYY)

include_summary

boolean

default:"true"

Include summary statistics (CSV/JSON only)

group_by

string

Group transactions by (month, wallet, tag, token)

pdf_title

string

Custom title for PDF reports

include_logo

boolean

default:"true"

Include workspace logo in PDF (if available)

delivery

object

Show Delivery Options

method

string

default:"download"

Delivery method

download - Return download URL (default)
email - Send to email addresses
webhook - POST to webhook URL when ready

email_recipients

array

Email addresses (required if method is email)

webhook_url

string

Webhook URL (required if method is webhook)

Response

For `download` method (immediate, small exports)

success

boolean

Indicates if the export was created successfully

data

object

Show Export Object

string

Unique export identifier

status

string

Export status (completed, processing, failed)

format

string

Export format (csv, pdf, json)

download_url

string

URL to download the file (expires in 24 hours)

file_size

number

File size in bytes

transaction_count

number

Number of transactions in export

created_at

string

Creation timestamp (ISO 8601)

expires_at

string

Download URL expiration (ISO 8601)

For `email` or `webhook` methods (async, large exports)

success

boolean

Indicates if the export job was queued successfully

data

object

Show Export Job

string

Unique export job identifier

status

string

Job status (queued, processing)

estimated_completion

string

Estimated completion time (ISO 8601)

status_url

string

URL to check export status

Example Requests

CSV Export (Basic)

curl -X POST "https://api.cryptotally.xyz/v1/exports" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "workspace_id": "ws_123",
    "format": "csv",
    "filters": {
      "start_date": "2024-01-01",
      "end_date": "2024-12-31",
      "direction": "inflow"
    },
    "delivery": {
      "method": "download"
    }
  }'

PDF Tax Report

{
  "workspace_id": "ws_123",
  "format": "pdf",
  "report_type": "tax",
  "filters": {
    "start_date": "2024-01-01",
    "end_date": "2024-12-31"
  },
  "options": {
    "currency": "USD",
    "pdf_title": "CryptoTally Tax Report 2024",
    "include_logo": true
  },
  "delivery": {
    "method": "email",
    "email_recipients": ["[email protected]", "[email protected]"]
  }
}

Custom CSV with Specific Columns

{
  "workspace_id": "ws_123",
  "format": "csv",
  "filters": {
    "tag_ids": ["tag_customer"],
    "start_date": "2024-01-01",
    "end_date": "2024-03-31"
  },
  "columns": [
    "date",
    "token",
    "amount",
    "fiat_value",
    "tags",
    "notes"
  ],
  "options": {
    "date_format": "MM/DD/YYYY",
    "currency": "USD",
    "include_summary": true
  },
  "delivery": {
    "method": "download"
  }
}

Example Response

{
  "success": true,
  "data": {
    "id": "exp_abc123",
    "status": "completed",
    "format": "csv",
    "download_url": "https://storage.cryptotally.xyz/exports/exp_abc123.csv?token=xyz789&expires=1711065600",
    "file_size": 145678,
    "transaction_count": 147,
    "created_at": "2024-03-20T10:30:00Z",
    "expires_at": "2024-03-21T10:30:00Z"
  }
}

Downloading the Export

Once you receive the download_url, download the file:

curl -O "https://storage.cryptotally.xyz/exports/exp_abc123.csv?token=xyz789&expires=1711065600"

Download URLs expire after 24 hours. If the link expires, create a new export request.

Export Templates

Annual Tax Export (US)

{
  "workspace_id": "ws_123",
  "format": "csv",
  "filters": {
    "start_date": "2024-01-01",
    "end_date": "2024-12-31"
  },
  "columns": ["date", "token", "amount", "fiat_value", "direction", "tags", "notes"],
  "options": {
    "currency": "USD",
    "date_format": "MM/DD/YYYY",
    "group_by": "month"
  }
}

Quarterly Business Report

{
  "workspace_id": "ws_123",
  "format": "pdf",
  "report_type": "summary",
  "filters": {
    "start_date": "2024-01-01",
    "end_date": "2024-03-31"
  },
  "options": {
    "pdf_title": "Q1 2024 Financial Summary",
    "include_logo": true
  }
}

Vendor Expense Report

{
  "workspace_id": "ws_123",
  "format": "csv",
  "filters": {
    "direction": "outflow",
    "tag_ids": ["tag_vendor"],
    "start_date": "2024-01-01",
    "end_date": "2024-12-31"
  },
  "options": {
    "group_by": "tag"
  }
}

Error Responses

{
  "success": false,
  "error": {
    "code": "INVALID_DATE_RANGE",
    "message": "end_date must be after start_date",
    "field": "filters.end_date"
  }
}

Rate Limits & Quotas

Tier	Max Transactions per Export	Exports per Hour	Concurrent Exports
Free	1,000	10	1
Pro	50,000	100	5
Enterprise	Unlimited	Unlimited	20

Checking Export Status

For async exports (email/webhook delivery):

GET /api/v1/exports/:export_id

Response:

{
  "success": true,
  "data": {
    "id": "exp_abc123",
    "status": "processing",
    "progress": 67,
    "estimated_completion": "2024-03-20T10:35:00Z"
  }
}

Webhook Notification

If you use webhook delivery method, CryptoTally will POST to your URL when the export is ready:

{
  "event": "export.completed",
  "export_id": "exp_abc123",
  "format": "csv",
  "download_url": "https://storage.cryptotally.xyz/exports/exp_abc123.csv?token=xyz789",
  "transaction_count": 147,
  "file_size": 145678,
  "expires_at": "2024-03-21T10:30:00Z"
}

Best Practices

Use date filters to reduce export size

Instead of exporting all-time data, break it into yearly or quarterly exports.

Schedule exports during off-peak hours

Large exports consume resources. Run them during low-traffic periods.

Archive exports securely

Download and store exports in a secure location for record-keeping.

Use webhook delivery for large exports

Don’t wait for large exports to complete. Get notified when ready.

Get Transactions

Fetch transaction data programmatically

Get Export Status

Check export job progress

List Exports

View export history

Webhooks

Set up webhook notifications

API Reference

Endpoints

Authentication

Request Body

Response

For `download` method (immediate, small exports)

For `email` or `webhook` methods (async, large exports)

Example Requests

CSV Export (Basic)

PDF Tax Report

Custom CSV with Specific Columns

Example Response

Downloading the Export

Export Templates

Annual Tax Export (US)

Quarterly Business Report

Vendor Expense Report

Error Responses

Rate Limits & Quotas

Checking Export Status

Webhook Notification

Best Practices

Get Transactions

Get Export Status

List Exports

Webhooks

API Reference

Endpoints

​Authentication

​Request Body

​Response

​For download method (immediate, small exports)

​For email or webhook methods (async, large exports)

​Example Requests

​CSV Export (Basic)

​PDF Tax Report

​Custom CSV with Specific Columns

​Example Response

​Downloading the Export

​Export Templates

​Annual Tax Export (US)

​Quarterly Business Report

​Vendor Expense Report

​Error Responses

​Rate Limits & Quotas

​Checking Export Status

​Webhook Notification

​Best Practices

​Related Endpoints

Get Transactions

Get Export Status

List Exports

Webhooks

Authentication

Request Body

Response

For `download` method (immediate, small exports)

For `email` or `webhook` methods (async, large exports)

Example Requests

CSV Export (Basic)

PDF Tax Report

Custom CSV with Specific Columns

Example Response

Downloading the Export

Export Templates

Annual Tax Export (US)

Quarterly Business Report

Vendor Expense Report

Error Responses

Rate Limits & Quotas

Checking Export Status

Webhook Notification

Best Practices

Related Endpoints