Connect your CoinSpot account to track cryptocurrency holdings, balances, and trades
CoinSpot is an Australian cryptocurrency exchange. Sure connects to CoinSpot using a read-only API key and imports your combined crypto holdings, order history, on-chain transfers, and AUD deposits and withdrawals.See Transaction history and import limits for initial sync defaults, history limits, and options for older transactions.
What is imported
Sure imports one combined Crypto exchange account per CoinSpot connection, containing:
Create a new read-only API key with access to balances and order history.
Do not grant send, withdrawal, trading, or transfer permissions. Sure only imports balances, AUD values, transfers, deposits, withdrawals, and completed order history. Granting write permissions is unnecessary and a security risk.
Copy the API Key and API Secret shown after creation.
Step 2: Add the connection in Sure
Go to Settings → Providers.
Find the CoinSpot section.
Enter a connection name, paste your API Key and API Secret, and click Add CoinSpot connection.
Sure begins syncing your CoinSpot exchange account automatically.
Step 3: Import the account
After the first sync, your CoinSpot exchange account appears in the setup queue. Click Import Account in the provider panel to add it to your account list.
Multiple connections
If you have multiple CoinSpot accounts, add a separate named connection for each one. Each connection imports one combined Crypto exchange account.
Account currency
When Sure creates your CoinSpot exchange account, it uses your family’s currency. CoinSpot order amounts and prices are converted from AUD into the account currency during import.
Opening balance
New CoinSpot exchange accounts have a zero historical opening anchor, separate from the current balance imported from the provider. After importing entries, Sure moves that zero anchor to the day before the earliest entry only if it is not already earlier. Existing nonzero opening anchors are preserved.
Sync history
If no sync start date is set, Sure imports up to 365 days of order, transfer, deposit, and withdrawal history on the first sync. Order history is fetched in 30-day windows to work within CoinSpot’s API limits. To import a different range, set a sync start date before adding the connection.
Security
Your CoinSpot API credentials are encrypted at rest using ActiveRecord Encryption when encryption keys are configured in your deployment. Configure ACTIVE_RECORD_ENCRYPTION_PRIMARY_KEY, ACTIVE_RECORD_ENCRYPTION_DETERMINISTIC_KEY, and ACTIVE_RECORD_ENCRYPTION_KEY_DERIVATION_SALT before adding credentials in a production environment. Without those keys, credentials are stored in plaintext.
Troubleshooting
Credentials need updating
If the connection shows a reconnect prompt, your API key may have been revoked or the credentials may have changed. Generate a new read-only API key from CoinSpot and update the connection in Settings → Providers → CoinSpot.
No accounts found
After adding a connection, wait for the first sync to complete. If no accounts appear, verify that your API key has read access to balances and order history.
Balance shown as approximate
When the exact exchange rate for a given date is unavailable, Sure shows the balance as approximate. The balance updates to the exact figure on the next sync when rate data becomes available.
Missing order history
If older orders are missing, check that your sync start date is set to a date that covers the period you want. CoinSpot’s order history is fetched starting from that date.
Add Account redirects to Provider Settings
When you choose CoinSpot in Add Account and no active CoinSpot connection has configured credentials, Sure redirects you to Settings → Providers with an alert explaining that a connection is required. Add a CoinSpot connection there first, then return to add the account.
Connection appears under Available instead of Your connections
After a successful setup, the CoinSpot panel should move to the “Your connections” section of Settings → Providers and show a status pill, sync button, and last-synced line. If it stays in Available, the connection was not saved. Re-enter your API key and secret and save again.
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