Set up the Tally connection
Create a key in the admin portal, start the connector on the Windows PC that runs Tally, add the key, then run your first pull.
Quick setup
- On the Tally PC, open Tally on your company and switch on Gateway of Tally on port 9000.
- In the admin portal go to Configuration › Security › Tally Connector, click Download connector (.zip) and unzip it on the Tally PC.
- Click Create connector and copy the agentId and agentSecret. The secret is shown once.
- Double-click
bizconnekt-tally-connector.exe. In the window enter Agent ID, Agent secret and Tally company name (exactly as in Tally), then click Add key. - In the app go to Utilities › Data Sync, click Pull from Tally, pick Masters, tick everything and start.
Done. The admin page shows Online · Tally reachable and a first pull has finished.
Full guide
What you need first
The connector runs on one Windows PC, the one where Tally is open. Nothing is installed on the other computers.
Fields in this section
| Item | Detail |
|---|---|
| Windows PC | Windows 10 or 11 with the WebView2 runtime, which current Windows already includes. |
| Tally version | TallyPrime 3.0 or later, or Tally.ERP 9. TallyPrime 1.x and 2.x are not supported. |
| Gateway of Tally | On, port 9000. In Tally press F1 and open Advanced Configuration; menu names differ a little between Tally versions. |
| Company | The company you sync must be open in Tally. |
| Internet | The PC must reach Bizconnekt. The connector calls out, so no inbound firewall or router setting is needed. |
Create the key
Each business unit has one active key. Open Configuration › Security › Tally Connector in the admin portal, give it an optional Label such as "Accountant PC" and click Create. Copy agentId and agentSecret with the copy buttons, then click I've saved it. The secret is not shown again. The window does not close when you click outside it.
The key locks to the first PC that uses it. Creating a new key switches the old one off at once. More on the admin page.
Start the connector
Unzip the download anywhere and double-click bizconnekt-tally-connector.exe. There is nothing to install. A Bizconnekt icon appears in the system tray near the clock and a window opens. Closing the window leaves the connector running; open it again from the tray with Open Dashboard. Quit in the tray menu stops it.
The connector does not start with Windows. After the PC restarts, double-click the exe again.
In the window, the first time you see Local Tally gateway URL, already filled in as http://localhost:9000. Change it only if Tally's gateway uses another port.
Fields in this section
| Field | Required | What to enter |
|---|---|---|
| Local Tally gateway URL | First key only | Where Tally listens on this PC. Leave http://localhost:9000. |
| Label | No | A name for the row, for example the company. |
| Agent ID | Yes | The agentId from the admin page. |
| Agent secret | Yes | The agentSecret. |
| Tally company name | Yes | The company name exactly as Tally shows it, same spelling and spacing. |
Click Add key. Sync starts at once. The connector keeps its settings in %APPDATA%\Bizconnekt-tally-connector\config.json and its log in connector.log beside it, so moving the exe loses nothing. Its window is a page on this PC only, on port 9210 or the next free port up to 9219, and cannot be reached from other computers.
Check it is connected
In the connector window, each company row shows Active and Online. Connecting… means it has not been heard from yet. The admin page shows the same as Online · Tally reachable, with the Tally version next to a Compatible badge. A company row that says This company is not open in Tally means the name does not match or the company is closed.
| Row shows | Means | Do this |
|---|---|---|
| Active, Online | Working | Nothing |
| Connecting… | Waiting for Bizconnekt | Check the internet on the PC; it retries by itself |
| Revoked | The key was revoked or is invalid | Create a new key and add it |
| Superseded (new key issued) | A newer key exists for this business unit | Use the newest key |
| Locked to another machine | The key already belongs to another PC | Create a new key for this PC |
Map your accounts, once
In the admin portal open Configuration › Finance › Chart of Accounts and use the Tally Sync menu.
| Menu item | Use it to |
|---|---|
| Sync from Tally | Pull accounts, customers, suppliers and items |
| Push to Tally | Send customers, suppliers and items |
| Upload Tally Masters | Link Tally groups from a masters XML file instead of live |
| Sync History | See past Tally pulls |
| Review COA Links | Settle accounts that need a decision or are flagged |
| Review Payment Mode Links | Map Tally payment modes to Bizconnekt payment modes |
| Sync Payment Terms from Tally, Review Payment Term Links | Map Tally credit periods to payment terms |
In the app, Map units of measure in the Pull dialog matches Tally units to yours.
Run your first sync
Go to Utilities › Data Sync. Pull masters first, then vouchers.
- Click Pull from Tally. The dialog checks Tally and shows Connected to TallyPrime 5.0 - Compatible, for example.
- Under What to import pick Masters and tick Customers & suppliers, Items and Units of measure. Start the pull.
- When it finishes, click Pull from Tally again, pick Vouchers, choose a Date range, tick the voucher types and start. All documents means Tally's current period only, so choose Custom range with From and To to bring older vouchers.
- To send data the other way, click Export to Tally, pick Vouchers or Masters, choose the entities and start.
No file is needed. You can also click Upload XML and choose Vouchers or Stock Summary, a .xml exported from Tally, up to 50 MB.
When Tally is closed or the PC is off
Bizconnekt checks before it sends anything. The connector reports to Bizconnekt every 30 seconds and, while Tally is down, looks again every 20 seconds.
| What is wrong | What you see | What happens |
|---|---|---|
| Tally is closed, its Gateway is off, or it sits on a licence screen | Online · Tally not reachable in admin; Tally is not reachable in the sync dialog | No sync starts. Open Tally, then click Check again. |
| The company is not open | This company is not open in Tally in the connector window | Open that company in Tally. |
| The connector or the PC is off | Offline in admin after about a minute | Start the connector on the Tally PC. |
| Tally stops answering in the middle of a run | The documents not yet sent show Failed with a reason | Nothing is duplicated. Run the export again and failed documents are sent. |
Several companies, a new PC, updates
- One connector window can hold many keys, one per company, each with its own row. Click + to add one.
- To move to another PC, create a new key in admin and add it on the new PC. The old key stops working.
- Click Remove on a row to stop syncing that company on this PC. The key itself stays active until you revoke it in admin.
- A connector from the official download updates itself in the background and keeps your keys.
On mobile
You cannot set this up on the phone. It needs a Windows PC for the connector and a web browser for the admin page. Android and iPhone only show the result on a document, for example a cancel-in-Tally note. The Android app is on Google Play. The iPhone app is coming soon to the App Store. Same on iPhone and Android.
Problems and fixes
The admin page says Offline
The connector is not running or cannot reach Bizconnekt. On the Tally PC check that the Bizconnekt icon is in the tray, start the exe again if not, and check the internet.
Online · Tally not reachable
Open Tally with your company, switch on Gateway of Tally on port 9000, close any licence screen or dialog and click Check again in the sync dialog.
Tally version Not supported or Not detected
Sync is blocked. Update to TallyPrime 3.0 or later, or use Tally.ERP 9, open a company and restart the connector. If the message says the connector is too old, download the latest one.
The Tally company has changed
A different company is open from the one first linked, and sync pauses. If it is right, an administrator clicks Confirm this is the same company on the admin page. Sync stays paused until then, even if the first company is open again.
Locked to another machine
A key works on one PC only. Create a new key and add it on this PC.
Tally connector did not respond in time
The connector went offline or Tally was busy for about 90 seconds. Check both and run the sync again.
A voucher failed because a customer, item or account is missing
Pull masters first, then vouchers.