How do I sync data between Tally and Vtiger CRM?
Follow these steps to sync data between Tally and Vtiger:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Organizations, Products, Sales Orders, or Invoices.
- Click Sync.
- Click View available connectors.
- Select Tally.
- Enable the checkbox for the modules that you want to sync.
- Choose a sync direction:
- Tally to Vtiger
- Vtiger to Tally
- Sync Both ways
- Disable Sync (to stop syncing data)
- Specify your Tally Credentials.
- Click Save Settings.
- Open the VtigerTallyConnector > bin folder and run start.bat to start the sync.
- Go back to the CRM and click Sync.
- Click Sync Log to see the last synced report.
Tips:
- If you encounter any difficulties while syncing, you can debug issues by referring to the VtigerTallyConnector > logs > DebugLog.txt file.
- Syncing may take a long time for the first time, depending on the number of records.
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