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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.
R
Ruba
13 Jan, 2022 - Updated 4 months ago
Table of Contents

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

 

Sales Starter

Sales Professional

Sales Enterprise

All-in-One Professional

All-in-One Enterprise

Feature Availability

Tally Integration

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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, Sales Orders, or Invoices.
  4. Click Sync.
  5. Enter the following information:
    • Vtiger username
    • Secret key
    • Tally company name (case sensitive)
    • Tally base currency, default sales ledger, default discount ledger, and default shipping ledger
  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 the connector.
  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 your 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. Load the 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 VtigerDateFilter.tdl, VtigerCheck.tdl, and VtigerImport.tdl  under File Name.
  5. Set Load TDL to Yes for all the three files
  6. Click Tab to save.
 

Note: Vtiger CRM users who configured Tally sync before 4th June 2021 must follow a few additional steps to use the latest enhancements. To learn more, click here.

 

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. 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. 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 Field Names

Vtiger Field Names

Ledger Name

Organization Name

Ledger Group

Ledger Group

Address

Billing Address

Country

Billing Country

State

Billing State

Pincode

Postal code

Phone no

Primary Phone

Fax

Fax

Mobile no

Secondary Phone

GSTIN/UIN

GSTIN

Email

Primary Email

Email CC

Secondary Email

Website

Website

Description

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

Note

  • Taxes are synced only one-way, i.e., from tally to Vtiger. The direction of sync you choose does not affect tax sync.
  • Voucher taxes in Tally are mapped to the taxes synced from Tally to Vtiger.
 

Tally Field Name

Vtiger Field Name

Item Name

Product Name

Usage Unit

Usage Units

Quantity

Qty in stock

Rate/Value

Unit Price

Part No

Part No

Taxes

Taxes

Description

Description

Stock Category

Product Category

 

Sales Vouchers to Invoices

Tally Field Name

Vtiger Field Name

Reference No

Subject

Voucher No

Invoice No

Voucher Date & Effective Date

Invoice Date

Vocuher Type

Sub Voucher Type

Part’s A/C Name

Organization Name

Buyer’s Address

Billing Address

Country

Billing Country

State

Billing State

Stock Items

Products

Billed Quantity

Quantity

Rate

Selling Price

Voucher Sales Ledger

Tally Sales Ledger

Tax

Tax

Other Charges

Adjustment Add/Deduct

Discount

Discount

Narration

Description

 

Note: Sales vouchers are synced along with sales voucher types.

Sales Orders

Tally Field Name

Vtiger Field Name

Order No

Subject

Tally Voucher No

Tally SalesOrder No

Voucher Date

Due Date

Voucher Type

Sub Voucher Type

Part’s A/C Name

Organization Name

Buyer’s Address

Billing Address

Country

Billing Country

State

Billing State

Stock Items

Products

Billed Quantity

Quantity

Rate

Selling Price

Voucher Sales Ledger

Tally Sales Ledger

Tax

Tax

Other Charges

Adjustment Add/Deduct

Discount

Discount

Narration

Description

 

Note: Sales orders are synced along with sales order types.

 

Limitations

  • Ledger Group is not updated from Vtiger to Tally if records synced from Tally to Vtiger are updated, and you are trying to sync them to Tally again.
  • 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.
  • Default Sales Order Number in Vtiger gets synced to 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 Default Discount and Default Shipping Charges, any other charges present get synced to Adjustments from Tally to Vtiger.
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