How to Integrate Upstox Login and Order Placement in My App (Like Sensibull)?

Hi Upstox Team and Community,

I’m building a trading app and would like to integrate Upstox features similar to how Sensibull does — where users can log in with their Upstox account, and then place orders directly from within my app using their own access token.

I’ve already:

  • Registered my app on the Upstox developer portal
  • Obtained the client_id, client_secret, and set up a redirect_uri
  • Implemented OAuth login using WebView — I’m successfully receiving the authorization code

Now I need guidance on:

  1. How to properly exchange the code for an access_token (and refresh_token) securely — especially the server-side part
  2. Best practices to store and manage user tokens (for placing orders later)
  3. How to place orders on behalf of the logged-in user using their token
  4. Any webhook/postback URL setup needed for real-time updates like order status, trades, etc.

Would really appreciate a complete flow or official guide (backend + frontend) to implement this securely and efficiently.

Thanks in advance!
Shreya

For your use case, you’ll need to create a multi-client app. Only then will you be able to log in multiple users through a single app. Currently, it seems you’ve created the app via the My Apps section, which allows you to generate a token and place orders for a single user only.

For more details, please refer to the documentation below:
Uplink for Business – Introduction

If you’re interested in creating a multi-client/business app, please refer to this comment:

Thanks!