Coinbase

Connect your Coinbase account to track cryptocurrency holdings and transactions

Coinbase integration allows you to sync your cryptocurrency accounts, track holdings, and monitor transactions directly in Sure using the Coinbase Developer Platform (CDP) API.

This integration is currently in beta. Please report any issues you encounter.

How it works

When you connect your Coinbase account, Sure syncs:

• Account balances across multiple cryptocurrencies
• Trading history and transactions
• Holdings with real-time valuations
• Native currency support (USD, EUR, GBP, etc.)

The integration supports both cryptocurrency balances and fiat currency accounts linked to your Coinbase profile.

Prerequisites

To use the Coinbase integration, you need:

• An active Coinbase account
• Coinbase CDP API credentials (API key and API secret)

Getting your API credentials

1. Log in to your Coinbase Developer Platform account
2. Navigate to Settings → API
3. Create a new API key with the following permissions:
   • View account information
   • View transaction history
   • View balances
4. Save your API key and API secret securely

Your API secret is only shown once. Store it securely - you’ll need both the API key and secret to connect Sure.

Connecting Coinbase to Sure

1. Navigate to Settings > Providers in Sure
2. Click Add Provider and select Coinbase
3. Enter your API credentials:
   • API Key: Your Coinbase API key
   • API Secret: Your Coinbase API secret
4. Click Connect

Account linking

After connecting, Sure will discover all your Coinbase accounts. You’ll need to link each Coinbase account to a Sure account:

1. Review the list of discovered Coinbase accounts
2. For each account you want to track:
   • Select an existing Sure account, or
   • Create a new account to link it to
3. Click Save to complete the linking

Supported features

Account types

The Coinbase integration supports:

• Cryptocurrency wallets (BTC, ETH, etc.)
• Fiat wallets (USD, EUR, GBP, etc.)
• Trading accounts

Transaction syncing

Sure automatically syncs:

• Trades (buy/sell)
• Deposits and withdrawals
• Transfers between accounts
• Fees

Holdings tracking

For cryptocurrency accounts, Sure tracks:

• Current balances in native currency
• Holdings by asset type
• Real-time valuations

Native currency support

The integration handles multiple currencies:

• Cryptocurrency balances (BTC, ETH, etc.)
• Fiat currencies (USD, EUR, GBP, etc.)
• Automatic currency conversion for reporting

Security

Credential encryption

Your Coinbase API credentials are encrypted using ActiveRecord Encryption:

• API Key: Uses deterministic encryption for querying
• API Secret: Uses standard encryption for maximum security

API timeouts

All Coinbase API requests include timeouts to prevent hanging connections and ensure responsive syncing.

Syncing

Manual sync

To manually sync your Coinbase accounts:

1. Navigate to Settings > Providers
2. Find your Coinbase connection
3. Click Sync Now

Automatic sync

Sure automatically syncs your Coinbase accounts on a regular schedule along with your other connected accounts.

Troubleshooting

Connection errors

If you encounter connection errors:

1. Verify your API credentials are correct
2. Check that your API key has the required permissions
3. Ensure your API key hasn’t expired

Missing transactions

If transactions are missing:

1. Manually trigger a sync
2. Check the date range of the sync
3. Verify the transaction exists in your Coinbase account

Account linking issues

If you have trouble linking accounts:

1. Ensure you’ve selected accounts to link during setup
2. Try unlinking and relinking the account
3. Check that the account is active in Coinbase

Limitations

• Historical data is limited to what’s available via the Coinbase API
• Some account types may not support full transaction history
• Real-time price updates depend on Coinbase API availability

Getting help

If you encounter issues with the Coinbase integration:

• Check the troubleshooting guide
• Ask in the Discord
• Open an issue