How do I configure Tally in Vtiger CRM?

1. Log in to your CRM account.
2. Click the Main Menu.
3. Go to Organizations (or Products, Sales Orders, or Invoices).
4. Click Sync.
5. Click Add.
6. Click Configure.
7. Select or enter the following information:
   1. Vtiger username: Update automatically.
   2. Secret key: Enter the Secret key.
   3. Company name: Tally company name (case sensitive)
   4. GUID: Click here to know more. 
   5. Tally base currency, default sales ledger, default discount ledger, and default shipping ledger.
8. Click Save Settings.
9. Click the Download .vtc file button.

After you perform the steps above, you will receive a confirmation email. 

Next steps:
These steps require you to move back and forth between different tabs. 

1. Download the VtigerTallyConnector zip file from here. Unzip the file to your local computer where Tally is installed.
2. Go to the conf folder > VtigerTallyConnector.properties file after unzipping.
3. Set the required values for VTC_File_Path ( with Forward slashes /), Tally_Company, Tally_Server, and Tally_Port.
   1. 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.
   2. Provide your Tally company name in Tally_Company. This name is case-sensitive.
   3. Provide the server details and port number. The default values are -
      1. Tally_Server = http://localhost
      2. Tally_Port = 9000
4. Open Tally and load the company name that you provided in the previous step.
5. 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:

1. Press F12 under Gateway of Tally.
2. Click Product and Features.
3. Click F4: Manage Local TDLs shown on the right panel.
4. Set LoadTDLs on startup to Yes.
5. Add VtigerDateFilter.tdl, VtigerCheck.tdl, and VtigerImport.tdl  to List of TDLs to preload on Tally startup. 
6. Click Tab to save.

Perform the following steps in Tally Prime:

1. Press F1:Help under Gateway of Tally.
2. Select TDLs & Addons. 
3. Click F4:Manage Local TDLs located on the right.
4. Provide the TDL Path and add guid.tdl, VtigerDateFilter.tdl, VtigerCheck.tdl, and VtigerImport.tdl under File Name.
5. Set Load TDL to Yes for all four files
6. Click Tab to save. 

Note: Vtiger CRM users who configured Tally sync before 4th June 2021 must follow a few additional steps to use the latest enhancements. To learn more, click here.