FAQs in this section
How can I Sync Data between Tally and Vtiger CRM?
What is the field mapping for Ledgers in Tally and Organizations in Vtiger?
What are the field mapping for Stock Items in Tally and Products in Vtiger?
What is the field mapping for Sales Vouchers in Tally and Invoices in Vtiger?
What is the field mapping for Sales orders in Tally Vtiger?
What are the key Enhancements made in Tally and Vtiger Integration?
What are the Limitations of Tally and Vtiger Integration?
What is the Behaviour of Tally and Vtiger Integration ?
How can I configure Tally into Vtiger CRM?
How can I Install Tally in Vtiger CRM?
Table of Contents
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:
Follow these steps to install Tally:
- Log in to your CRM account.
- Click the Main Menu.
- Click the Add-ons button on the bottom left.
- Look for Tally and click Install.
- Click Yes to confirm the installation.
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