User Guide · Set up
Connect to Tally
Install the Chrome extension, switch on Tally's connectivity and check that both are talking.
The Tally Connector is a small Chrome extension that lets this website talk to TallyPrime on your computer. Nothing is installed inside Tally, and nothing is sent to Tally unless you ask for it.
Step 1 — Prepare TallyPrime
- 1Open TallyPrime and load the client's company.
- 2Press F1 (Help) and go to Settings → Connectivity.
- 3Set TallyPrime acts as to Both, and note the port number. The usual port is 9000; any port from 9000 to 9100 works.
- 4Accept the change. Keep Tally open whenever you pull ledgers or push vouchers.
Step 2 — Install the extension
- 1In Google Chrome, open Connector from the sidebar, or click Connector at the top of the screen.
- 2Click Add to Google Chrome and add the extension from the Chrome Web Store.
- 3Come back to the Connector page and reload it. The extension pairs itself with your account automatically — there is no code to type.
Step 3 — Check the connection
The Connector page shows two status cards. Both should turn green.
| Card | What you should see | If it is not right |
|---|---|---|
| Extension | Connected — YAA Tally Connector and its version | Not detected: install the extension, then reload the page. Not connected: reload the page, or sign out and sign in again. |
| Tally | Connected on port 9000 (or your port), with the open companies listed | Not reachable: make sure Tally is open, TallyPrime acts as is set to Both, and the port matches. If you use antivirus or a firewall, allow Tally to accept local connections. |
Using a different port
If Tally uses a port other than 9000, type it in Tally Port on the Connector page and click Save Port. Only ports 9000 to 9100 are accepted. The same setting is in Settings → Bridge & Tally.
When more than one Tally is open
The Connector looks at every port from 9000 to 9100. If it finds more than one Tally, it warns you, because a push or pull must reach exactly the right books. Either close the Tally windows you are not working in, or run each Tally on its own port and set the right one before you start.