Articles on: Importing Trades from brokers/platforms

How to Auto-Sync BitMart with TradesViz Step-by-Step Guide

Quick Start


To auto-sync your BitMart account, visit https://tradesviz.com/import/.

Use the first dropdown to choose your trading account, the second dropdown to choose BitMart,

then switch to the Auto-Sync tab and follow the steps below.


You can also open Import/Export from your profile menu in the top-right corner.


Auto-Sync Setup Instructions


In this post, we will explore how to pair your TradesViz account with BitMart.


This post assumes that you have read the basics about auto importing in TradesViz.


Once you select your trading account and broker as "BitMart" in the trade auto-import page, a popup box will appear when you click on the "Connect account" button.


You will need to enter your API Key, Secret Key, and Memo (API passphrase) to connect your BitMart account.



The purpose of this blog post is to guide you to get these credentials from the BitMart website. Here are the steps you need to follow:


  1. Log into your BitMart account at bitmart.com
  2. Hover over your profile icon in the upper-right corner of the page.
  3. Click on "Account" and then navigate to "API Management" (or go directly to https://www.bitmart.com/api-management/en-US).
  4. Click on "Create API".
  5. Enter a label/name for your API key.
  6. Enter a Memo (passphrase) -  this is required by BitMart and you will need it when connecting to TradesViz. Make sure to remember or save this memo!
  7. Under "Permissions", select only Read-Only. Do NOT enable Spot-Trade, Margin-Trade, Future-Trade, or Withdraw permissions.
  8. Read-Only permission allows querying spot/margin trading orders, contract trading orders, and funds.
  9. Do NOT enter any IP restrictions
  10. Complete the security verification (2FA) and click "Submit".
  11. After the above step, you will see your API Key and Secret Key. Copy them immediately — the Secret Key is only shown once.
  12. Go to the TradesViz auto-import page, select your trading account, choose "BitMart" as the platform, and click "Connect account".
  13. Enter the API Key, Secret Key, and the Memo (passphrase you set in step 6) in the connection popup.
  14. Select which asset types you want to sync:
    1. Import futures transactions: syncs your USD-M futures contract trades
    2. Import spot transactions: syncs your spot and margin trades
  15. Optionally set a "Sync from date" if you only want trades from a specific date onwards.
  16. Click "Connect".


More info on BitMart API key creation: https://developer-pro.bitmart.com/en/spot/#api-key-create


Note: This connection only gives us READ-ONLY permission to your account to access your orders/trades. We do not have any other permissions. We do NOT have any trading, margin, futures trading, or transfer/withdrawal permissions.


Important: BitMart's API returns trade history with a default window of 7 days. If you have older trades, we recommend first importing them via CSV and then setting up the auto-sync connection with a "Sync from date" set to after the last date of your imported executions.


BitMart supports both spot/margin and USD-M futures trading. When syncing spot trades, both regular spot and isolated margin trades are included automatically. You can choose to sync spot, futures, or both by checking the appropriate boxes in the connection popup.


You will now be able to see your BitMart trades in your TradesViz account, tagged as Cryptocurrency with full charting support.


Please let us know if you have any questions or concerns about the BitMart auto-sync integration!


Important Notes About Auto-Sync


  • Auto-sync only brings in recent / new trades going forward. For older history, first do a one-time

manual file import from the Upload File tab, then enable auto-sync.

  • TradesViz uses read-only access wherever the broker supports it. We never request trading,

transfer, or withdrawal permissions.

  • Some brokers (OAuth-based) expire connections periodically and require you to reconnect.


Troubleshooting


  • If the connection fails, double-check API keys / OAuth login and that required permissions are granted.
  • Make sure the trading account in TradesViz matches the asset class (stocks vs. futures vs. crypto).
  • If sync stops bringing in new trades, reconnect the broker from the Auto-Sync connections page.


Need Help?


Email support@tradesviz.com with your broker, the trading account name in

TradesViz, and a screenshot of the error.


If your broker is not yet supported for auto-sync, see our

supported brokers list or contact support to request it.


FAQ


Why are old trades missing after I connected auto-sync?


Auto-sync only fetches recent history. Import a historical CSV/Excel file first from the Upload File

tab, then enable auto-sync for new trades going forward.


How often does auto-sync run?


Connections are synced automatically on a recurring schedule (typically daily). You can also trigger a

manual sync from the Auto-Sync connections page.


Is auto-sync safe? Can TradesViz trade on my account?


No. TradesViz requests read-only access whenever the broker supports it. We do not place trades or move

funds. For OAuth-based brokers, the consent screen will show exactly which scopes are granted.


Full blog post


You can also read the original walkthrough on our blog: BitMart auto-sync guide.

Updated on: 29/05/2026

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