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Tally Integration

Are you a Tally user? Read this article to know about integrating and setting up Vtiger CRM with Tally.
S
Sabqat Ruba
12 Apr, 2021 - Updated 2 days ago

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 in both platforms.

Feature Availability

 

Sales Starter

Sales Professional

Sales Enterprise

All-in-One Professional

All-in-One Enterprise

Feature Availability

Tally Integration

-

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.
 

Note: Before you start syncing data, you must ensure the following:

  • The base currencies in Tally and Vtiger must be the same.
  • You must have the latest Java version installed. 

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, or Invoices.
  4. Click Sync.
  5. Enter the following information:
    • Vtiger username
    • Secret key
    • Tally company name (case sensitive)
    • Tally base currency
  6. Click the Download .vtc file button.
  7. Click Save Settings.
 

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 conf folder > VtigerTallyConnector.properties file after unzipping.
  3. Set the required values for VTC_File_Path, 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, your path will look like this - VTC_File_Path = D:/vtiger.vtc.
    • Provide you Tally company name in Tally_Company. This name is case sensitive.
    • Provide the server details and port number. The default values are -
  4. Open Tally and load the company name that you provided in the previous step.
  5. Copy the VtigerCheck.tdl and VtigerDateFilter.tdl files to the Tally installation folder (C:\Program Files\Tally.ERP9 ) from the zip file you downloaded in Step 1.
  6. Perform the following steps in your Tally software:
  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 and VtigerCheck.tdl to List of TDLs to preload on Tally startup. 
  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, or Invoices.
  4. Click Sync.
  5. Select Tally.
  6. Enable the checkbox for the modules that you want to sync.
  7. Choose a sync direction (Tally to Vtiger).
  8. Click Save Settings.
  9. Open VtigerTallyConnector > bin and run start.bat to start the sync.
  10. Click Show Sync Results to see the last synced report.
 

Tips:

  • If you face any difficulty while syncing, you can debug issues from VtigerTallyConnector > logs > DebugLog.txt file.
  • Syncing may take a long time the first time, depending on the number of records. 

Field Mapping

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

Ledgers to Organizations

 

Tally fields

Vtiger fields

Ledger Name

Organization Name

Telephone No

Primary Phone

Mobile Phone

Secondary Phone

Fax

Fax

E-Mail

Primary Email

CC To

Secondary Email

Address

Billing Street

State

Billing State

Pin Code

Billing Postal Code

Notes

Description

Note: Subgroups or custom groups created under Sundry Debtors or Sundry Creditors group in Tally are now synced with the CRM’s organizations. A new field called Ledger Group is added to the Organizations module. 

For example, if you create a ledger in Tally under Sundry Debtors > Subgroup 1, then the Ledger Group field in the related organization record shows Subgroup 1. 

Stock Items to Products

 

Tally fields

Vtiger fields

Item Name

Product Name

Part No

Part Number

Rate

Unit Price

Usage

Usage Unit

Quantity

Qty. in Stock

Rate of VAT (%)

VAT (%)

Description

Description

Sales Vouchers to Invoices

 

Tally fields

Vtiger fields

Tally “Voucher Reference”

Subject

Part’s A/C Name

Organization Name

Tally Voucher No

Tally Invoice No

Voucher Date

Invoice Date

Buyer’s Address

Billing Address

Stock Items

Products

Billed Quantity

Quantity

Rate

Selling Price

Tax

Tax

Discount

Discount

Other Charges

Adjustment Add

Stock Item Notes

Invoice Line Item Description

Narration

Description

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