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Tally connector

TallyPrime in sync, without exporting a file.

Install the Xegality Tally Connector on the PC that runs TallyPrime and pair it with a code. It syncs every mapped company into the client's books and pushes postings back into Tally once they are approved.

Built forCAsCA firms
Tally connector
Live
TallyPrime · Kapoor Foods LLPOn the office PC
Connector syncs the changesMasters, day book, balances
Books autopilot and ledger scrutinyPostings and findings
Member approves postingsR. Mehta
Pushed to TallyEach voucher logged
Capabilities

What you can do with Tally connector.

Runs next to Tally

A small Windows program on the Tally PC, or in the same session on an RDP or Tally-on-cloud host. It opens no port and talks out over HTTPS only.

Paired with a code

Make a pairing code in Settings, type it into the connector and choose whether it starts when you sign in.

Incremental sync

Masters, the day book and ledger balances for each mapped company, then only what changed, on the schedule you pick.

Agents after each sync

Books autopilot, ledger scrutiny and the GST radar run when something changed, plus TDS, month-end close and others if you choose.

Approved postings pushed back

Missing ledgers are created and each voucher is imported, with Tally's answer stored line by line.

Reverse, never delete

A wrong push is undone with a reversing entry or Tally's own cancel, with the reason recorded.

Sync

Every company, mapped to its client.

The companies open in TallyPrime appear in Settings. Map each one to its client and the first full sync starts. After that the connector checks Tally's change markers and pulls only new or altered vouchers. Deleted vouchers are noticed too, with a safeguard against wiping a year's books by mistake.

Tally companies
3 rows
CompanyClientLast sync
Kapoor Foods LLPKapoor Foods LLP10 min ago
Sharma TradersSharma Traders1 hr ago
Iyer Pharma Pvt LtdIyer PharmaNot open
Push

Nothing enters Tally without approval.

Only approved postings go, checked again just before each request. Push is manual by default; the owner or a partner can let it run once a member approves, or also for the books gate's automatic approvals. Postings that look already in Tally are skipped unless a member ticks them.

Push to Tally · Oct
  • Purchase · Gupta SteelCreated in TallyCreated
  • Payment · Rao LogisticsLedger made under Sundry CreditorsCreated
  • Receipt · Om TradersLooks already in TallySkipped
  • Journal · Rent accrualTally refused: ledger nameFailed
How it works

How Tally connector works.

  1. 1.

    Turn on Tally's server

    In TallyPrime open F1 Help, Settings, Connectivity, Client/Server configuration; set TallyPrime acts as to Both on port 9000 and open the companies to sync.

  2. 2.

    Install and pair

    Download the connector from Settings → Tally, run it on that PC and type in the pairing code.

  3. 3.

    Map and choose

    Map each company to its client, then pick the sync schedule, the push mode and the agents to run after a sync.

Xegality prepares and checks the work, and a member of your practice reviews and approves it before anything reaches a client. Returns and forms are filed by you on the government portals: Xegality is not a GSP or ERI and never asks for your clients' portal passwords.

Works with

  • TallyPrime
  • Masters
  • Day book
  • Ledger balances

Tally connector, explained.

Still curious? Talk to our team.

Does the connector need a server or a static IP?
No. It runs on the PC with TallyPrime, calls Xegality over outbound HTTPS and opens no port on your network.
What about Tally on cloud or on a LAN?
Run the connector inside the same Windows session as Tally on the RDP or cloud host, or point it at the Tally PC's address on your LAN.
Can Xegality change or delete my entries?
It never deletes. It only creates vouchers you approved, and a wrong one is undone with a reversing entry or Tally's cancel, with a reason. Every push is logged.
Does Tally need to be open?
Yes. Tally answers only for companies that are open, so keep them loaded. If Tally is closed, the connector hands the job back and it is tried again later.

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