Connect Tally directly

Prepare Tally and the connector

Keep Tally running on the same computer as the local connector, with the required company open. Enable its supported HTTP/XML access and note the port shown in Tally. The browser, connector and Tally need to use the corresponding configured ports.

1. Open Convert Old Format to New → Tally Data → Connect with Tally, or Import Centre → Tally → Connect Tally Directly inside a client.
2. Download the Local Connector setup from the page if it is not installed. Start it and keep it running.
3. Enter the Tally port and select Check Connector where available. Choose the correct company.

Choose periods and supporting information

1. Enter From Date and To Date for CY. Verify the complete financial-year range.
2. Enable Import Previous Year also when required. Select the PY source and dates; choose a separate PY Tally company if the years are maintained separately.
3. Review the supporting-data options shown, such as Fixed Assets, Unsecured Loans, PF & ESI and Capital/Partner Accounts.
4. Fetch the data, inspect recognised ledgers and review grouping and closing inventory before saving or generating.

If the connector does not connect