Sync Zerodha to SimpleFIN
BankSync may support connections to Zerodha accounts through third-party open banking providers, then route the supported account data shown below to SimpleFIN. Set up takes under 10 minutes and requires no code.
How to sync Zerodha to SimpleFIN


Search for Zerodha in BankSync
Sign up for BankSync and, if Zerodha is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize SimpleFIN
Authorise BankSync to write data to your SimpleFIN workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported Zerodha fields supplied by the provider to columns in SimpleFIN.
Set your sync schedule
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
What gets synced from Zerodha to SimpleFIN
Balances
Sync current and available balances for supported Zerodha accounts.
Holdings
Sync supported investment positions, quantities, and market values from Zerodha.
Trades
Sync supported investment trade and activity history from Zerodha.
Orders
Sync supported open and pending investment orders from Zerodha.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any Zerodha field to any column in SimpleFIN — fully configurable.
Sync Schedules
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
Ready to sync Zerodha with SimpleFIN?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into SimpleFIN in minutes.
Get Started FreeSync Zerodha somewhere else
The same Zerodha connection can feed any of these destinations.
- Sync Zerodha to Actual Budget
- Sync Zerodha to Airtable
- Sync Zerodha to Firefly III
- Sync Zerodha to Google Sheets
- Sync Zerodha to Home Assistant
- Sync Zerodha to Microsoft Excel
- Sync Zerodha to MongoDB
- Sync Zerodha to MySQL
- Sync Zerodha to Notion
- Sync Zerodha to PostgreSQL
- Sync Zerodha to Securo
- Sync Zerodha to Sure
BankSync is not affiliated with, endorsed by, or an official partner of Zerodha or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.