Skip to main content

Tally Prime Integration Guide (Beta)

Sync your Tally Prime desktop data with BizoSaaS Cloud. This requires the BizoSaaS Tally Agent installed on your local server.

Prerequisites​

  1. Tally Prime (Release 2.0 or higher).
  2. Tally ODBC enabled (Port 9000 by default).
  3. BizoSaaS Tally Bridge Agent (Windows).

Setup Steps​

1. Enable ODBC in Tally​

  • In Tally Prime, go to F1: Help > Settings > Connectivity.
  • Ensure Tally Prime is acting as is set to Both or Server.
  • Note the Port number (default: 9000).

2. Install BizoSaaS Bridge​

  • Download the Bridge installer from the BizoSaaS Dashboard.
  • Install and launch the application on the same machine where Tally is running.
  • Enter your API Key from the BizoSaaS Connectors page.
  • Select the Tally Company you wish to sync.

3. Verification​

  • Once the agent status shows "Connected", BizoSaaS will pull:
    • Vouchers (Sales, Purchase, Journal)
    • Ledgers & Groups
    • Stock Summary