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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

    -

    ✓

    ✓

    ✓

    ✓

    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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