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Coinbase integration allows you to sync your cryptocurrency accounts, track holdings, and monitor transactions directly in Sure using the Coinbase Developer Platform (CDP) API.
This integration is currently in beta. Please report any issues you encounter.
See Transaction history and import limits for initial sync defaults, history limits, and options for older transactions.

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How it works

When you connect your Coinbase account, Sure syncs:
  • Account balances across multiple cryptocurrencies
  • Trading history and transactions
  • Holdings with real-time valuations
  • Native currency support (USD, EUR, GBP, etc.)
The integration supports both cryptocurrency balances and fiat currency accounts linked to your Coinbase profile.

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Prerequisites

To use the Coinbase integration, you need:
  • An active Coinbase account
  • Coinbase CDP API credentials (API key and API secret)

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Getting your API credentials

  1. Log in to your Coinbase Developer Platform account
  2. Navigate to Settings → API
  3. Create a new API key with the following permissions:
    • View account information
    • View transaction history
    • View balances
  4. Save your API key and API secret securely
Your API secret is only shown once. Store it securely - you’ll need both the API key and secret to connect Sure.

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Connecting Coinbase to Sure

  1. Navigate to Settings > Bank sync in Sure
  2. Click Connect on the Coinbase card
  3. Enter your API credentials:
    • API Key: Your Coinbase API key
    • API Secret: Your Coinbase API secret
  4. Click Connect

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Account linking

After connecting, Sure discovers your Coinbase wallets through the initial sync. You can link them in two ways:
  • From Add Account: Open the Add Account dialog, choose Crypto > Coinbase, and Sure opens wallet setup directly when there is exactly one active connection with configured credentials, or when a specific connection was selected. After you finish, Sure returns you to where you started.
  • From Settings: Navigate to Settings > Providers, find your Coinbase connection, and open the wallet setup from there.
In the wallet setup screen:
  1. Review the list of unlinked Coinbase wallets
  2. Select the wallets you want to import
  3. Click Import selected to create Sure accounts for each wallet
If more than one eligible Coinbase connection exists and none was explicitly selected, Sure returns to Provider Settings with an alert asking you to choose a connection. An unavailable selected connection or missing credentials also returns you there with an alert.

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Supported features

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Account types

The Coinbase integration supports:
  • Cryptocurrency wallets (BTC, ETH, etc.)
  • Fiat wallets (USD, EUR, GBP, etc.)
  • Trading accounts

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Transaction syncing

Sure automatically syncs:
  • Trades (buy/sell)
  • Deposits and withdrawals
  • Transfers between accounts
  • Fees

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Holdings tracking

For cryptocurrency accounts, Sure tracks:
  • Current balances in native currency
  • Holdings by asset type
  • Real-time valuations
  • Fractional quantities with up to 18 decimal places of precision

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Native currency support

The integration handles multiple currencies:
  • Cryptocurrency balances (BTC, ETH, etc.)
  • Fiat currencies (USD, EUR, GBP, etc.)
  • Automatic currency conversion for reporting

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Security

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Credential encryption

Your Coinbase API credentials are encrypted using ActiveRecord Encryption:
  • API Key: Uses deterministic encryption for querying
  • API Secret: Uses standard encryption for maximum security

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API timeouts

All Coinbase API requests include timeouts to prevent hanging connections and ensure responsive syncing.

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Syncing

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Manual sync

To manually sync your Coinbase accounts, an admin can use either of these options:
  • On the Accounts page, find your Coinbase connection card and click the refresh icon in the header row.
  • Go to Settings > Providers, find your Coinbase connection, and click Sync.

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Automatic sync

Sure automatically syncs your Coinbase accounts on a regular schedule along with your other connected accounts.

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Troubleshooting

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Credentials need updating

If the Coinbase connection card shows “Credentials need updating”, Sure could not read a configured API key and secret. This warning alone does not establish that the provider revoked a key. Click Update credentials in the connection card header to go to Settings > Providers, then enter your new API key and secret.

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Connection errors

If you encounter connection errors:
  1. Verify your API credentials are correct
  2. Check that your API key has the required permissions
  3. Ensure your API key hasn’t expired

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Missing transactions

If transactions are missing:
  1. Manually trigger a sync
  2. Check the date range of the sync
  3. Verify the transaction exists in your Coinbase account

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Account linking issues

If you have trouble linking wallets:
  1. Ensure you’ve selected wallets to import during setup
  2. If Sure shows a “connection unavailable” alert from Add Account, the connection may have been removed or its credentials are no longer configured — go to Settings > Providers to check
  3. Try syncing the connection first so Sure can discover new wallets before opening setup
  4. Check that the wallet is active in your Coinbase account

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Limitations

  • Historical data is limited to what’s available via the Coinbase API
  • Some account types may not support full transaction history
  • Real-time price updates depend on Coinbase API availability
  • Cost basis is not available from the Coinbase API and is not tracked

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Getting help

If you encounter issues with the Coinbase integration: