Introduction

Vtiger CRM’s integration with Tally allows you to sync data between Vtiger and Tally. So, you can easily transfer Ledgers, Stock Items, and Sales Vouchers from Tally to Vtiger’s Organizations, Products, and Invoices, and vice versa. This way, you will avoid dual data entry on both platforms.

Feature Availability

Installing Tally

Tally is a third-party app that you must install from Vtiger’s Extension Store. You can install extensions only if you are an Admin user in the CRM.

Follow these steps to install Tally:

1. Log in to your CRM account.
2. Click the Main Menu.
3. Click the Add-ons button on the bottom left.
4. Look for Tally and click Install.
5. Click Yes to confirm the installation.

Configuring Tally 

After you have installed Tally, you must configure it to sync data.

Follow these steps to configure Tally:

1. Log in to your CRM account.
2. Click the Main Menu.
3. Go to Organizations, Products, Sales Orders, or Invoices.
4. Click Sync.
5. Click Add.
6. Click Configure.
7. Enter the following information:
   • Vtiger username: Update automatically.
   • Secret key: Enter the Secret key.
   • Tally company name (case sensitive)
   • GUID: Click here to know more. 
   • Tally base currency, default sales ledger, default discount ledger, and default shipping ledger.
8. Click Save Settings.
9. Click the Download .vtc file button.

After you perform the steps above, you will receive a confirmation email. 

Next steps:

1. Download the VtigerTallyConnector zip file from here. Unzip the file in your local computer where Tally is installed.
2. Go to the conf folder > VtigerTallyConnector.properties file after unzipping.
3. Set the required values for VTC_File_Path ( with Forward slashes /), Tally_Company, Tally_Server, and Tally_Port.
   • For example, if you place the vtiger.vtc file downloaded from Vtiger in your computer’s D drive, and your path will look like this - VTC_File_Path = D:/vtiger.vtc.
   • Provide your Tally company name in Tally_Company. This name is case-sensitive.
   • Provide the server details and port number. The default values are -
     • Tally_Server = http://localhost
     • Tally_Port = 9000
4. Open Tally and load the company name that you provided in the previous step.
5. Load the guid.tdl, VtigerCheck.tdl, VtigerDateFilter.tdl,  and VtigerImport.tdl files to the Tally installation folder (C:\Program Files\Tally.ERP9 ) from the zip file you downloaded in Step 1.

• In Tally ERP9, perform the following steps:

1. Press F12 under Gateway of Tally.
2. Click on Product and Features.
3. Click F4: Manage Local TDLs shown on the right panel.
4. Set LoadTDLs on startup to Yes.
5. Add VtigerDateFilter.tdl, VtigerCheck.tdl, and VtigerImport.tdl  to List of TDLs to preload on Tally startup. 
6. Click Tab to save.

• In Tally Prime, perform the following steps:

1. Press F1:Help under Gateway of Tally.
2. Select TDLs & Addons. 
3. Click F4:Manage Local TDLs located on the right.
4. Provide the TDL Path and add guid.tdl, VtigerDateFilter.tdl, VtigerCheck.tdl, and VtigerImport.tdl  under File Name.
5. Set Load TDL to Yes for all four files
6. Click Tab to save.

Syncing Data

After the configuration is successful, you can choose how you want to sync data.

Follow these steps to sync data between Tally and Vtiger:

1. Log in to your CRM account.
2. Click the Main Menu.
3. Go to Organizations, Products, Sales Orders, or Invoices.
4. Click Sync.
5. Click View available connectors.
6. Select Tally.
7. Enable the checkbox for the modules that you want to sync.
8. Choose a sync direction:
   1. Tally to Vtiger
   2. Vtiger to Tally
   3. Sync Both ways
   4. Disable Sync (to stop syncing data)
9. Specify your Tally Credentials.
10. Click Save Settings.
11. Open VtigerTallyConnector > bin folder and run start.bat to start the sync.
12. Go back to the CRM and click Sync.  
13. Click Sync Log to see the last synced report.

Field Mapping

Here is information on which Tally fields are mapped to which fields in Vtiger.

Ledgers to Organizations

Stock Items to Products

Sales Vouchers to Invoices

Sales Orders

Key Enhancements

• Multiple shipping charges and discount ledgers are synced from Tally to vtiger CRM and vice versa.
• Tax on charges is synced from Tally to Vtiger CRM and vice versa.
• All taxes are synced to the taxes column under charges. 
• Grouping: When a product is synced to Tally, it goes under the name of the primary or default group if multiple groups are available.
• Charts of Accounts Add-on must be installed to sync sales account ledgers from tally to Vtiger.
• All the sales account ledgers are fetched from Tally and reflected in the CRM in the Chart of Accounts.
• Taxes are also fetched along with the sales account ledgers.
• Multiple companies’ data can be synced from Tally to CRM.
• Any levels of groupings of ledgers and vouchers can be synced to the CRM.
• Multiple Companies can now be added from the Vtier settings page.
• If multiple addresses of an organization are present in the tally, they will be synced to the multiple address module. ( For this to work, the user must first install the Multiple Addresses Add-on).
• Outstanding Invoices are now synced from Tally to Vtiger and are displayed in one view in the organization record.
• Taxes on Charges are now allowed to be synced in both ways.
• Sales accounts synced from the tally are marked as Sales Account type in Charts of Accounts.
• Account code starts with T-100 for sales accounts synced from the tally.
• On Installing the COA add-on, Item account taxes and Record account taxes under Tax mode are added Item details block in the  Invoices and Sales orders.
• If the Tax mode is set as Record account taxes and an account is selected from the Record  Sales Account picklist, then the taxes under this account will apply to all the line items in the invoice.
• If Tax mode is set as Item account taxes, users can select different sales accounts for each line item. 
• Taxes are applied to the line items depending on the taxes configured under the selected account from the COA. 

Limitations

• Product taxes will not be overwritten from Vtiger to Tally if the product updated in Vtiger is synced from Tally earlier.
• Taxes can be synced only one way, that is, from Tally to Vtiger. Even if the Sync Direction is Vtiger to Tally, Taxes get synced only from Tally to Vtiger.
• The default Sales Order Number in Vtiger gets synced to the Voucher Number in Tally. Tally’s Sales Order No is a redundant field when syncing from Vtiger to Tally.
• If the default tax mode is Group, and Charges on taxes are present in Vtiger, then records get skipped.

Behavior

• If the Ledger Group field is empty in the Organizations module and synced to Tally, then Sundry Debtors are taken as default in Tally.
• GSTIN will sync to Tally only if the Vtiger organization records’ billing country is India.
• Usage Units and Category must be present in Tally before syncing products to Tally. Otherwise, products will get skipped.
• Except for Discount ledgers and Shipping Charge ledgers, any other charges present get synced to Adjustments from Tally to Vtiger.