Tally Connector
The Tally Connector is the Windows app that links this business unit to Tally. Here an administrator downloads it, creates its key and sees whether it is working.
Video coming soon: Tally Connector page in 90 secondsEach business unit has one active key. For the whole setup see Set up the Tally connection.
Create a connector key
Open Configuration › Security › Tally Connector.
- Click Download connector (.zip) and unzip it on the Tally PC. If the download is not available, the page asks you to contact support.
- Click Create connector (Re-issue connector when one is active). Add an optional Label and click Create (Create & replace when a key already exists).
- Copy agentId and agentSecret, each with its own copy button or both with Copy, then click I've saved it. The secret is shown once.
- On the Tally PC, start the connector and enter both, with the Tally company name, in its window.
The key locks to the first PC that uses it. The company name is typed in the connector window, not here, and appears in Tally company after the first check-in.
Read the status
The badge at the top refreshes every 20 seconds.
| Badge | Means |
|---|---|
| Online · Tally reachable | Connector running and talking to Tally |
| Online · Tally not reachable | Connector running; Tally is closed, off or on a dialog |
| Offline | Connector not running or cannot reach Bizconnekt |
| No active connector | No key issued, or all revoked |
Each row shows Label, Agent ID, Tally company, Tally version, Machine (the locked PC or "not locked yet"), Status and Last seen. Tally version gives the product and release, the connector build, and a badge: Compatible, Not supported or Not detected, with the reason and what to do. Syncing is blocked until the badge reads Compatible. For two weeks after Tally is upgraded the row notes it.
Status is ACTIVE, REVOKED (by hand) or REPLACED (switched off when a newer key was created).
The Tally company has changed
If another company is open in Tally than the one first linked, a banner says The Tally company has changed and syncing pauses. If it is the right company, click Confirm this is the same company then Confirm. If not, open the original company; the banner stays until you confirm.
Replace or revoke
- Re-issue connector creates a new key and disconnects the current one at once. The window names the PC. Syncing resumes when the new key is added there.
- Revoke asks Revoke this connector? and stops the connector until a new key is issued. Use it when the PC is lost or the person who ran it leaves.
Tally sync tools
The day-to-day sync controls are not on this screen. They are in the Tally Sync menu at the top of Chart of Accounts. They work only while the connector above is online, its Tally version reads Compatible, and no company change is waiting to be confirmed.
| Menu item | What it does |
|---|---|
| Sync from Tally | Starts a pull of accounts, customers, suppliers and items from Tally through the connector. |
| Push to Tally | Sends customers, suppliers and items to Tally through the connector. |
| Upload Tally Masters | Upload a Tally Masters .xml file (up to 50 MB) to link its ledgers to your Chart of Accounts. The tick Auto-create missing entities creates new customers and suppliers for ledgers with no match; leave it off to flag them. The result shows Linked, Unmapped and Conflicts. |
| Sync History | Past imports from Tally, newest first: status (Processing, Completed, With errors, Failed), Linked, Unmapped, Conflicts and the upload time. |
| Review COA Links | Four tabs: Ledgers (every Tally ledger and its status), Conflicts (keep the existing account, use the new Tally record, or mark inactive), Pending review (confirm a link) and Link mappings (link a Tally group to an account by hand). "Suspense A/c" cannot be linked. |
| Review Payment Mode Links | Map each Tally payment mode to one Bizconnekt payment mode, one to one. Rows need both sides, and neither side can repeat. Click Save Mappings. |
| Sync Payment Terms from Tally | Pulls Tally credit periods so you can map them. |
| Review Payment Term Links | Map each Tally credit period (in days) to a Bizconnekt payment term, or choose "Ignore". Status shows Mapped, Needs review or Ignored. |
On mobile
This page is only in the admin portal on the web; there is no connector page on the phone. The Android app is on Google Play. The iPhone app is coming soon to the App Store. Same on iPhone and Android.
Who can open it
Tenant administrators only.
Problems and fixes
The page says Failed to load connectors
Click the retry button. If it persists, check your connection and sign in again.
Download connector says it is not available
The download is not switched on for your account yet. Contact support.
Tally version shows Not detected or Not supported
Syncing is blocked until it reads Compatible. For Not detected, open Tally with the company on the connector PC and make sure the connector is up to date. For Not supported, update TallyPrime to 3.0 or later (or use Tally.ERP 9), then restart the connector.
The secret was lost
It cannot be shown again. Click Re-issue connector to make a new key.