Articles on: Importing Trades from brokers/platforms

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

Quick Start


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

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

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 BYDFi.


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


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



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


Step 1: Create an API Key on BYDFi


  1. Apply for API permissions by filling out BYDFi’s official API access form: https://docs.google.com/forms/d/e/1FAIpQLSelUn74MsydrcNBpryW50XZKdx0M5ZwCx51Hh8lQLXjpjoH2g/viewform. Wait for BYDFi to approve your request before proceeding.
  2. Once approved, log into your BYDFi account and create a read-only API key from the API management section.
  3. After creating the key, you will see your API Key and Secret Key. Make sure to copy and save them as the Secret Key will only be shown once.
  4. Do NOT enable "Transfer" or "Withdrawal" permissions – TradesViz only needs read access to your orders/trades.


Step 2: Connect on TradesViz


  1. Go to the Import/Export page on TradesViz
  2. Switch to the "Auto-sync" tab
  3. Select "BYDFi" from the broker dropdown
  4. Enter your API Key and Secret Key from the previous step
  5. The "Import futures transactions" checkbox will be checked by default – BYDFi only supports futures trade data via the API
  6. Optionally set a "Sync from date" to control how far back to fetch history (up to 6 months)
  7. Click "Connect"


Important Notes


  • Futures only: BYDFi does not currently provide a spot trading API, so only futures trades (both USDT-M and Coin-M/Delivery) are imported.
  • No CSV export: BYDFi does not have a built-in CSV export for futures trade history. Auto-sync via API is the only way to import your BYDFi trades into TradesViz.
  • History limit: BYDFi’s API allows fetching up to 6 months of trade history. If you need older trades, please contact BYDFi support for a data export.
  • Read-only access: This connection only gives us READ-ONLY permission to your account to access your orders/trades. We do NOT have any trading, transfer, or withdrawal permissions.


Once connected, TradesViz will automatically sync your BYDFi futures trades once per day. You can also manually trigger a sync at any time from your connections list. All your cryptocurrency trades will appear with full analytics, charts, and journaling features.


That's it! Please let us know if you have any questions or concerns about the BYDFi auto-sync integration by sending us an email at support@tradesviz.com.


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: BYDFi auto-sync guide.

Updated on: 29/05/2026

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