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# How to Auto-Sync CoinEx with TradesViz Step-by-Step Guide

## Quick Start

To auto-sync your CoinEx account, visit [https://tradesviz.com/import/](https://tradesviz.com/import/).
Use the first dropdown to choose your trading account, the second dropdown to choose **CoinEx**,
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 Coinex.

**This post assumes that you have read the [basics about auto importing in TradesViz](/blog/auto-import-trades).**

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

![](https://tradesviz.com/media/blog/auto_import_coinex/auto_import_coinex-1.png)

  

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

1. Log into your Coinex account
2. Click on the profile icon on the top right corner and click on API management   
   
     
   
    ![](https://tradesviz.com/media/blog/auto_import_coinex/auto_import_coinex-2.png)
3. Now click on "Create" API and fill in the details. Enter any API name and make sure ONLY "Read-only" is checked. DO NOT check "Trade" permissions and do NOT add any IP addresses.  
   
   ![](https://tradesviz.com/media/blog/auto_import_coinex/auto_import_coinex-3.png)
4. After the above step, you will see your API key and API key secret.   
   
   ![](https://tradesviz.com/media/blog/auto_import_coinex/auto_import_coinex-4.png)
5. Enter the API key, and API secret key in the TradesViz connection page where you see the box and click "Connect"  
   
     
   
   ![](https://tradesviz.com/media/blog/auto_import_coinex/auto_import_coinex-1.png)

**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/transfer of coins/assets permissions.**

That's it! Please let us know if you have any questions or concerns about the Coinex auto-sync integration by sending us an email at [support@tradesviz.com](mailto: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](mailto: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](https://tradesviz.com/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: [CoinEx auto-sync guide](https://www.tradesviz.com/blog/auto-import-coinex/).