Skip to main content

How to Connect 5Paisa (Paisa) Account

Overview​

Connect your 5Paisa trading account for automatic trade synchronization.

Prerequisites​

  • Active 5Paisa trading account
  • 5Paisa API credentials
  • Client Code and APP details

Steps​

1. Navigate to Accounts​

  1. Go to Settings > Accounts
  2. Click "+ Add Account"

2. Select 5Paisa/Paisa​

  1. Find 5Paisa or Paisa in broker list
  2. Click on the broker card

3. Choose Settings​

  1. Select Calculation Method
  2. Choose "Auto Sync" mode
  3. Click "Next"

4. Enter Credentials​

  1. Account Name: Enter name
  2. Client Code: Your 5Paisa client code
  3. App Key: From 5Paisa API settings
  4. App Secret: From 5Paisa API settings
  5. Click "Save & Connect"

5. OAuth Authorization​

  • Redirected to 5Paisa login
  • Enter credentials and authorize
  • Redirected back to Tradelyser

6. Connection Complete​

  • Status: "Connected" ✅
  • Automatic sync starts

Success!​

5Paisa account connected successfully.

Synced Data​

✅ Orders and trades
✅ Positions
✅ Holdings
✅ Entry/Exit details
✅ Brokerage fees

Quick Tips​

  • Get API credentials from 5Paisa portal
  • OAuth makes connection secure
  • Sync runs automatically
  • Re-authorize if connection expires

Next Steps​

Troubleshooting​

OAuth failed? Check 5Paisa login details
API error? Verify credentials in 5Paisa portal
Connection expired? Re-authorize
Need help? Contact support@tradelyser.com

Common mistakes​

  • Pasting API keys with trailing spaces from the 5Paisa developer portal copy step.
  • Connecting a dormant account and expecting same-day fills to backfill without a sync.
  • Running multiple OAuth attempts in parallel tabs, which invalidates the latest token.
  • Mixing 5Paisa cash and F&O books without confirming the active account in TradeLyser.

If trades lag after connect, run sync broker trades once, then verify rows in view trades log.

Table of Content