As we explained in our "Getting Started" article, Blox Business helps your organization’s crypto finances to be managed in a precise way.
It all starts with our automatic wallet and exchange integrations. You can sync your wallets and exchange accounts in a matter of seconds and track your assets and balances with no effort at all. No more excel sheets or manual inputs.
Welcome to the next generation of crypto tracking!
In order to be able to connect your accounts, you will first need to have created a portfolio. If you need help with that, feel free to check this tutorial.
Every wallet and exchange requires, more or less, the same procedure. For wallets, you will need to have your public address since in Blox we work with 'read-only' information only. This means that we can't modify or touch your assets in any way.
On the other hand, to connect an exchange account, it is required to use an API key. To generate them, you'll need to log into your exchange account and configure all the required parameters. Once you have your public address or your API key, simply log in to your Blox Business account and click the "+ Wallet/Exchange" button, which is located on the top right of your screen.
Now it's just a matter of filling the required information in the form. When you finish, click "Add Auto-Syncing Account" and wait just a couple of seconds.
As you can see, the sync process is quite simple. However, some wallets require additional requirements. For this reason, we have specific tutorials for each of them with a step-by-step guide. You can take a look:
And the same for exchanges, a detailed tutorial for each integration:
In case you encounter any inconveniences, do not hesitate to contact us at firstname.lastname@example.org. Your issue will be thoroughly reviewed and we won't rest until it's solved :)
Get Better. Get Blox.