FAQs in this section
What is MYOB?
What is MYOB Vtiger CRM integration?
What are the benefits of MYOB integration with Vtiger CRM?
What are the prerequisites for MYOB integration?
How do I install MYOB Accounting?
How do I configure MYOB Sync with Vtiger CRM?
How do I configure MYOB Accounting on Vtiger CRM?
How do I sync MYOB data with Vtiger CRM?
What is the MYOB-Sync Log?
What are MYOB Items and Invoices Tax Management with Vtiger CRM?
What is the MYOB and Vtiger CRM field mapping?
What are MYOB Vtiger integration limitations?
What modules are available for MYOB Accounting - Vtiger CRM integration?
How do I configure Tally in Vtiger CRM?
What is the field mapping for Ledgers in Tally and Organizations in Vtiger?
What is the field mapping for Stock Items in Tally to 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 integration?
What are the key enhancements made to the Tally and Vtiger integration?
What are the limitations of Tally and Vtiger integration?
What is the behavior of Tally and Vtiger integration?
What is the QuickBooks integration with Vtiger CRM?
How do I install QuickBooks?
How do I configure and set up QuickBooks with Vtiger?
How do I synchronize QuickBooks with Vtiger?
How does field mapping work in QuickBooks - Vtiger integration? 
What are the limitations of the Vtiger - Quickbooks sync process?
Can I integrate Stripe with Vtiger CRM?
How do I integrate my Stripe account with Vtiger CRM?
How do I use the Stripe gateway in Vtiger
What modules can I sync between MYOB and Vtiger CRM?
How do I sync contacts between MYOB Contacts and Vtiger CRM Contacts?
How do I sync MYOB Contacts to Vtiger CRM Organizations?
How do I sync MYOB Invoices to Vtiger CRM Invoices?
What is the field mapping for sales orders in the Tally and Vtiger integration?
What is the Sub-Voucher type value from the Tally account mapped in the CRM?
Can I sync the Bundle product type in Vtiger to the bundle in Quickbooks?
What is Instamojo?
What is the purpose of Instamojo integration with Vtiger CRM?
What are the prerequisites for Instamojo integration with Vtiger CRM?
What are the benefits of Instamojo integration with Vtiger CRM?
How do I install the Payments module in Vtiger CRM?
How do I configure Instamojo in Vtiger CRM?
What are the options for creating a payment record in Vtiger CRM?
What are the columns in Payment’s List View?
What are the Summary View actions in the Payments record?
What is the Send Link option in the Payments record?
What is the Pay Now option in the Payments record?
How do I export a Payment record?
How do I print a Payment record?
Can I delete a Payment record?
Does Instamojo support all currencies?
What is Xero Two-Way Sync in Vtiger?
What steps do I need to take to set up the synchronization between Vtiger and Xero?
Why is field mapping important in QuickBooks integration with Vtiger?
Which fields are mapped by default between Vtiger and QuickBooks?
Can I customize the default field mappings in QuickBooks and Vtiger Sync?
Can I filter which records get synced using field values in the QuickBooks integration?
How do I set filters for synchronization in QuickBooks?
How do I sync data between Tally and Vtiger CRM?
How can I enable payment synchronization from Tally?

How do I install Tally in Vtiger CRM?

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 Add-ons on the bottom left.
  4. Look for Tally.
  5. Click Install.
  6. 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. 
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