Tally Prime Integration

What is Tally Prime?

Tally Prime is the latest version of Tally software, designed to simplify business management with an enhanced user interface and advanced features. It streamlines accounting, inventory, payroll, and taxation processes, supporting GST, TDS, and compliance needs. With customizable reports, remote access, and multi-tasking capabilities, TallyPrime boosts productivity and adapts to growing business requirements. Ideal for SMEs, it offers ease of use, accuracy, and scalability for modern businesses.

Benefits of Tally Integration with DoubleTick

Integrating Tally with DoubleTick allows businesses to send invoices generated in Tally directly through DoubleTick in a seamless and efficient manner. This integration streamlines the process, reduces manual efforts, and ensures faster communication with clients. With just a few clicks, invoices can be shared, saving time and improving accuracy. Let’s explore the steps to set up and maximize this integration for your business operations.

Steps for Integration

Log in to your DoubleTick account, navigate to the Settings section, and select Integrations. Click on Tally, and you will see an option to download the TCP file. Simply click on it to proceed with the download.

After downloading the file, open TallyPrime and click on Help in the top-right corner of the application. Select TDLs & AddOns and then click on Manage Local TDLs.

In the TDL configuration window, locate the option Load Selected TDL Files on Startup on the second line and toggle it to Yes. Navigate to the folder where you saved the TDL file, select it, and upload it. Once uploaded, the DoubleTick plugin will be added, as shown in the screenshot.

In the TDL configuration, you will see the option "Load Selected TDL Files on Startup" on the second line.

Click the Yes button next to it. Then, navigate to the folder where you downloaded the TDL file, select it, and upload it. After uploading, the DoubleTick plugin will appear, as shown in the screenshot.

Return to the main menu and click on Company in the top-left corner. Then, select Features. Under Features, you will find the option Configure DoubleTick Plugin. Click on it and select Yes.

As shown in the screenshot, you'll see fields to enter details like Webhook URL, FTP Address, Password, and Username. These details can be found on the Integration page in your DoubleTick panel. Simply copy each piece of information and paste it into the respective fields one by one.

There are 8 triggers in Tally, and we will enable all of them by selecting Yes for each trigger.

In the Field Name add “media_url” , refer to the screenshot. The Default Value should be left blank. For Tally Field Name, select File URL since we want to share the PDF with the customer. Similarly, accept and activate all 8 triggers.

Once you accept the automations, you'll be prompted to confirm the changes. Click Yes to accept. The DoubleTick plugin is now successfully configured in Tally.

Next, we need to configure the same on DoubleTick. Return to your DoubleTick account, go to the Bot Studio, and click on Create a New Bot. You will see all 8 triggers that we enabled in TallyPrime.

Let's create a webhook for sales created in Tally. This means that whenever a new sale is recorded in Tally, the webhook will be triggered, and a sales confirmation template will be sent to the customer.

To do this, go to Tally and create a demo voucher. This will help us capture the details in the DoubleTick webhook. After creating the voucher, click Capture Response in the webhook. Map the first field to the customer’s phone number and the second field to your WABA number in the webhook. We map the phone number to ensure we have the customer’s contact information to send the template. You will also see in the Tally integration logs within DoubleTick that the voucher has been created.

Now that the data is captured in the webhook, we need to send a template whenever it’s triggered. To create the template, I suggest duplicating the DoubleTick tab to ensure that the captured data isn't lost. Create a utility template, add the message you want to send to the customer, and include a dummy PDF, which will later be replaced with the actual PDF from Tally via the webhook. Once the template is ready and approved, select Send Template from the actions and link it to the webhook node. This means that when the webhook is triggered, the template will be sent.

Next, to replace the dummy PDF with a dynamic one for each customer, click on Enter URL at the bottom of the template. Then, click on the green curly brackets (customer attribute), select On Sales in Tally, and choose the Media URL as shown in the screenshot. This URL will be captured from the Tally webhook and will replace the dummy PDF.

Once the mapping is complete, save and enable the bot. You can then create a sales voucher in Tally with a dummy account and check if the webhook is triggered successfully.

By following these steps, you can fully integrate TallyPrime with DoubleTick, automating invoice management and improving operational efficiency.