Version 23.4.8843

• Establish a Connection
• More Information

You can use the Tally connector from the CData Sync application to capture data from Tally and move it to any supported destination. To do so, you need to add the connector, authenticate to the connector, and complete your connection.

Establish a Connection

To allow Sync to use data from Tally, you first must establish a connection to Tally. Follow these steps to connect Tally to your Sync account:

1. Open the Connections page of the Sync dashboard.

2. Click Add Connection to open the Select Connectors page.

3. Click the Sources tab and locate the Tally row.

4. Click the Configure Connection icon at the end of that row. If you do not see the Configure Connection icon, you need to add the connector according to the instructions in Connections.

5. Enter connection settings on the Settings tab:

   • Connection Name - Enter a connection name of your choice.

   • URL - Enter the URL for your instance of Tally (for example, http://localhost:9000).

   • Company - Enter the name of the company from which you want data to be fetched.

6. Click Create & Test to create the connection.

7. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)

More Information

For more information about interactions between CData Sync and Tally, see Tally Connector for CData Sync.