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How do I sync data between Tally and Vtiger CRM?

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Follow these steps to sync data between Tally and Vtiger:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Organizations, Products, Sales Orders, or Invoices.
  4. Click Sync.
  5. Click View available connectors.
  6. Select Tally.
  7. Enable the checkbox for the modules that you want to sync.
  8. Choose a sync direction:
    1. Tally to Vtiger
    2. Vtiger to Tally
    3. Sync Both ways
    4. Disable Sync (to stop syncing data)
  9. Specify your Tally Credentials.
  10. Click Save Settings.
  11. Open VtigerTallyConnector > bin folder and run start.bat to start the sync.
  12. Go back to the CRM and click Sync.  
  13. Click Sync Log to see the last synced report.
  • If you face any difficulty while syncing, you can debug issues from 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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