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:
- Log in to your CRM account.
- Click the Main Menu.
- Click Add-ons on the bottom left.
- Look for Tally.
- Click Install.
- 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.
|