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How do I install Tally in Vtiger CRM?

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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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