The Tally on-premise connector offers users who use Tally ERP 9 a simple, safe and reliable way to share their accounting data through the RootFi platform. This connector is designed as a Windows application that can be installed on the user’s local machine.
You can enable the Tally on-premise connector by enabling the integration from the ‘Integrations’ page on the RootFi Dashboard.
The installation process for the Tally on-premise connector requires the user who is connecting their company data to complete the steps provided on the RootFi Connect Link/SDK. These steps must be followed carefully to ensure the successful installation and linking of the required company with the on-premise connector.
To connect a company through the Tally on-premise connector, follow these simple steps:
First, the user needs to select the Tally integration and click Next Button.
Then the user needs to copy and paste the Invite ID from the RootFi Connect Link or Connect SDK and click on ‘Next’ to proceed to the next step.
In the next step, the user needs to select the company for syncing from the list of companies that are displayed and then click on ‘Next’.
- Once the user selects the desired company, the syncing process will commence and the user will be able to view the connected company on the Companies screen of the Tally on-premise connector.
Linking companies using the Tally on-premise connector
The Tally on-premise connector must be run on the same computer as the Tally application. Advise your user to install the connector on the computer they normally use when working with the Tally application.
Before beginning the syncing process, it is important that the user first opens the Tally application and logs in to the specific company they wish to link. This is a critical step as it establishes the necessary connection between the Tally application and the on-premise connector, enabling seamless transfer of financial data between the two platforms.
Our Tally on-premise connector is specifically designed to operate in single-tenant environments. This means that only one Windows user can log on to a particular computer, which is also used to access the Tally application.