FAQs in this section
What is the field mapping for Ledgers in Tally and Organizations in Vtiger?
Ledgers to Organizations
| Tally Field Names | Vtiger Field Names |
| Ledger Name | Organization Name |
| Company Name | Tally Company |
| Ledger Group | Ledger Group |
| Mailing Address | Billing Address |
| Mailing Country | Billing Country |
| Mailing State | Billing State |
| First Address of Multiple Addresses | Shipping Address |
| Pincode | Postal code |
| Phone no | Primary Phone |
| Fax | Fax |
| Mobile no | Secondary Phone |
| GSTIN/UIN | GSTIN - Only for Indian Instances |
| PAN/IT no | PAN/IT no |
| Specify Credit Limit | Credit Limit |
| Credit Period | Credit Period |
| Outstanding Balance of the Ledger | Tally Outstanding Balance |
| Primary Email | |
| Email CC | Secondary Email |
| Website | Website |
| Description | Description |
Note:
- Ledger groups can be synced in two ways now. That is, Ledgers get synced from Tally to Vtiger and Vice Versa.
- If the ledger values in invoices and sales orders are incorrect, the Default Sales Ledger, Default Discount Ledger, and Default Shipping Ledger values are considered.
- Subgroups or custom groups created under Sundry Debtors or Sundry Creditors group in Tally are now synced with the CRM’s organizations. A new field called Ledger Group is added to the Organizations module. For example, if you create a ledger in Tally under Sundry Debtors > Subgroup 1, then the Ledger Group field in the related organization record shows Subgroup 1. Note:
- Ledger groups can be synced in two ways now. That is, Ledgers get synced from Tally to Vtiger and Vice Versa.
- If the ledger values in invoices and sales orders are incorrect, the Default Sales Ledger, Default Discount Ledger, and Default Shipping Ledger values are considered.
- Subgroups or custom groups created under Sundry Debtors or Sundry Creditors group in Tally are now synced with the CRM’s organizations. A new field called Ledger Group is added to the Organizations module. For example, if you create a ledger in Tally under Sundry Debtors > Subgroup 1, then the Ledger Group field in the related organization record shows Subgroup 1.