Articles on: Importing Trades from brokers/platforms

How to Auto-Sync Gate.io with TradesViz Step-by-Step Guide

Quick Start


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

Use the first dropdown to choose your trading account, the second dropdown to choose Gate.io,

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 Gate.io.


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


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


You will need to provide your API Key, Secret Key, and select your preferred API endpoint region. You can also choose whether to import spot transactions, futures transactions, or both.



The purpose of this blog post is to guide you to get the API key and secret from the Gate.io website. Here are the steps you need to follow:


  1. Log into your Gate.io account
  2. Hover over your profile icon in the upper-right corner of the page.
  3. Click on "API Management" (you can also navigate directly to https://www.gate.io/myaccount/api_key_manage).
  4. Click on "Create API Key".
  5. Under "API Key Permissions", make sure to enable the following read-only permissions:
  6. Spot Trade - Read
  7. Futures Trade - Read
  8. Wallet - Read (optional, for balance info)
  9. Important: Do NOT enable any "Write" or "Transfer" permissions. TradesViz only needs read access to your trade history.
  10. Do NOT enter any IP restrictions
  11. Complete any required 2FA verification to generate the key.
  12. After the above steps, you will see your API Key and API Secret. Copy the API Secret immediately as it will only be shown once.
  13. Go to TradesViz auto-import page, select "Gate.io" as your broker, and enter the API Key and Secret Key in the connection popup.
  14. Select your API region:
    • Global (api.gateio.ws) - for most users
    • Hong Kong (api.gateio.hk) - for users registered on the Hong Kong version
  1. Check the boxes for the transaction types you want to sync (spot, futures, or both) and click "Connect".


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! We support both spot and USDT-margined futures transactions from Gate.io. Your trades will be automatically synced and tagged as Cryptocurrency in your TradesViz account.


You will now be able to see trades like BTCUSDT, ETHUSDT, etc., in your TradesViz account with full charting and analysis capabilities.


Please let us know if you have any questions or concerns about the Gate.io 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: Gate.io auto-sync guide.

Updated on: 29/05/2026

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