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 install Tally in Vtiger CRM?
How do I sync data between Tally and 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?
How do I configure Tally in Vtiger CRM?
Table of Contents
Follow these steps to configure Tally:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Organizations (or Products, Sales Orders, or Invoices).
- Click Sync.
- Click Add.
- Click Configure.
- Select or enter the following information:
- Vtiger username: Update automatically.
- Secret key: Enter the Secret key.
- Company name: Tally company name (case sensitive)
- GUID: Click here to know more.
- Tally base currency, default sales ledger, default discount ledger, and default shipping ledger.
- Click Save Settings.
- Click the Download .vtc file button.
Next steps:
These steps require you to move back and forth between different tabs.
- Download the VtigerTallyConnector zip file from here. Unzip the file to your local computer where Tally is installed.
- Go to the conf folder > VtigerTallyConnector.properties file after unzipping.
- Set the required values for VTC_File_Path ( with Forward slashes /), 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 -
- Tally_Server = http://localhost
- Tally_Port = 9000
- Open Tally and load the company name that you provided in the previous step.
- Load the guid.tdl, 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.
Perform the following steps in Tally ERP9:
- Press F12 under Gateway of Tally.
- Click Product and Features.
- Click F4: Manage Local TDLs shown on the right panel.
- Set LoadTDLs on startup to Yes.
- Add VtigerDateFilter.tdl, VtigerCheck.tdl, and VtigerImport.tdl to List of TDLs to preload on Tally startup.
- Click Tab to save.
- Press F1:Help under Gateway of Tally.
- Select TDLs & Addons.
- Click F4:Manage Local TDLs located on the right.
- Provide the TDL Path and add guid.tdl, VtigerDateFilter.tdl, VtigerCheck.tdl, and VtigerImport.tdl under File Name.
- Set Load TDL to Yes for all four files
- Click Tab to save.
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