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 configure Tally in Vtiger CRM?
How do I sync data between Tally and Vtiger CRM?
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?
What is the field mapping for Ledgers in Tally and Organizations in Vtiger?
Table of Contents
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.
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