Adding a Connection to Tally

1. In the application console, navigate to the Connections page.
2. At the Add Connections panel, select the icon for the connection you want to add.
3. If the Tally icon is not available, click the Add More icon to download and install the Tally connector from the CData site.

For required properties, see the Settings tab.

For connection properties that are not typically required, see the Advanced tab.

Connecting to Tally

Set the following connection properties to connect to Tally Instance:

• Url (Set this to the URL for Tally instance. For example: http://localhost:9000).

This section details a selection of advanced features of the Tally Sync App.

User Defined Views

The Sync App allows you to define virtual tables, called user defined views, whose contents are decided by a pre-configured query. These views are useful when you cannot directly control queries being issued to the drivers. See User Defined Views for an overview of creating and configuring custom views.

SSL Configuration

Use SSL Configuration to adjust how Sync App handles TLS/SSL certificate negotiations. You can choose from various certificate formats; see the SSLServerCert property under "Connection String Options" for more information.

Firewall and Proxy

Configure the Sync App for compliance with Firewall and Proxy, including Windows proxies and HTTP proxies. You can also set up tunnel connections.

Query Processing

The Sync App offloads as much of the SELECT statement processing as possible to Tally and then processes the rest of the query in memory (client-side).

See Query Processing for more information.

Logging

See Logging for an overview of configuration settings that can be used to refine CData logging. For basic logging, you only need to set two connection properties, but there are numerous features that support more refined logging, where you can select subsets of information to be logged using the LogModules connection property.

Customizing the SSL Configuration

By default, the Sync App attempts to negotiate SSL/TLS by checking the server's certificate against the system's trusted certificate store.

To specify another certificate, see the SSLServerCert property for the available formats to do so.

Connecting Through a Firewall or Proxy

HTTP Proxies

To connect through the Windows system proxy, you do not need to set any additional connection properties. To connect to other proxies, set ProxyAutoDetect to false.

In addition, to authenticate to an HTTP proxy, set ProxyAuthScheme, ProxyUser, and ProxyPassword, in addition to ProxyServer and ProxyPort.

Other Proxies

Set the following properties:

• To use a proxy-based firewall, set FirewallType, FirewallServer, and FirewallPort.
• To tunnel the connection, set FirewallType to TUNNEL.
• To authenticate, specify FirewallUser and FirewallPassword.
• To authenticate to a SOCKS proxy, additionally set FirewallType to SOCKS5.

Overview

This section shows the available API objects and provides more information on executing SQL to Tally APIs.

Key Features

• The Sync App models Tally entities like documents, folders, and groups as relational views, allowing you to write SQL to query Tally data.
• Stored procedures allow you to execute operations to Tally
• Live connectivity to these objects means any changes to your Tally account are immediately reflected when using the Sync App.

Views

Views describes the available views. Views are statically defined to entities such as Company, Employees, and Ledgers.

Stored Procedures

Stored Procedures are function-like interfaces to Tally. Stored procedures allow you to execute operations to Tally, including downloading documents and moving envelopes.

Views are similar to tables in the way that data is represented; however, views are read-only.

Queries can be executed against a view as if it were a normal table.

Tally Connector for CData Sync Views

Retrieve Company Details.

Table Specific Information

Select

The Sync App will use the Tally API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the Sync App.

• String supports the '=, !=,<, <=, >, >=, LIKE, ORDER BY' comparisons.

For example these queries are processed server side:

SELECT * FROM Company WHERE Name LIKE 'cdata%'

SELECT * FROM Company WHERE CompanyFBTAssesseeType != 'Default'

SELECT * FROM Company WHERE StateName = 'Karnataka' AND PINCode >= '560034'

SELECT * FROM Company WHERE CountryName = 'India' OR CountryName = 'US'

SELECT * FROM Company WHERE PINCode > '560034'

SELECT * FROM Company ORDER BY DBName ASC

Columns

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Retrieve Employee Details.

Table Specific Information

Select

The Sync App will use the Tally API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the Sync App.

• String supports the '=, !=,<, <=, >, >=, LIKE, ORDER BY' comparisons.

For example these queries are processed server side:

SELECT * FROM Employees WHERE EMailID LIKE '%cdata%'

SELECT * FROM Employees WHERE BloodGroup != 'A Positive'

SELECT * FROM Employees WHERE Gender = 'Male' AND FatherName >= 'abc'

SELECT * FROM Employees WHERE BankBranch = 'Delhi' OR BankBranch = 'Bangalore'

SELECT * FROM Employees WHERE ForPayroll > 'No'

SELECT * FROM Employees ORDER BY Guid ASC

Columns

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Retrieve Ledger Details.

Table Specific Information

Select

The Sync App will use the Tally API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the Sync App.

• String supports the '=, !=,<, <=, >, >=, LIKE, ORDER BY' comparisons.

For example these queries are processed server side:

SELECT * FROM Ledger WHERE TaxType LIKE '%GST%'

SELECT * FROM Ledger WHERE GSTType != 'Applicable'

SELECT * FROM Ledger WHERE GSTTypeofSupply = 'Goods' AND GSTDutyHead = 'Central Tax'

SELECT * FROM Ledger WHERE Parent = 'Sales Accounts' OR Parent = 'Bank Accounts'

SELECT * FROM Ledger WHERE IsChequePrintingEnabled > 'No'

SELECT * FROM Ledger ORDER BY Guid Desc

Columns

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Retrieve Payhead Details.

Table Specific Information

Select

The Sync App will use the Tally API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the Sync App.

• String supports the '=, !=,<, <=, >, >=, LIKE, ORDER BY' comparisons.

For example these queries are processed server side:

SELECT * FROM PayHead WHERE Parent LIKE '%Maruti%'

SELECT * FROM PayHead WHERE RemoteAltGUID != NULL

SELECT * FROM PayHead WHERE TCSApplicable = 'True' AND OpeningValue > '0.00'

SELECT * FROM PayHead WHERE BaseUnits = 'Nos' OR BaseUnits = 'POS'

SELECT * FROM PayHead ORDER BY BaseUnits Desc

Columns

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Retrieve PriceList.

Table Specific Information

Select

The Sync App will use the Tally API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the Sync App.

• String supports the '=, !=,<, <=, >, >=, LIKE, ORDER BY' comparisons.

For example these queries are processed server side:

SELECT * FROM PriceList WHERE Guid LIKE '%4da0-b84f5%'

SELECT * FROM PriceList WHERE RemoteGUID != NULL

SELECT * FROM PriceList WHERE GSTApplicable = 'Applicable' AND CostingMethod = 'Avg. Cost'

SELECT * FROM PriceList WHERE Parent = 'Ashok Leyland' OR Parent = 'Maruti Limited'

SELECT * FROM PriceList WHERE IsBatchWiseOn > 'No'

SELECT * FROM PriceList ORDER BY Guid Asc

Columns

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Balance Sheet Report of Tally

Columns

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Bank Group Summary Report of Tally

Columns

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Bills Payable Report of Tally

Columns

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Bills Receivable Report of Tally

Columns

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Godown Summary Report of Tally

Table Specific Information

Select

The Sync App will use the Tally API to process WHERE clause conditions built with the following column and operator. The DspGodownName is required to make a request and the rest of the filter is executed client side within the Sync App.

• DspGodownName supports the '=' comparisons.
• FromDate supports the '=' comparisons.
• ToDate supports the '=' comparisons.

For example these queries are processed server side:

SELECT * FROM Report_GodownSummary WHERE DspGodownName = 'Karnataka'

SELECT * FROM Report_GodownSummary WHERE DspGodownName = 'Karnataka' AND FromDate = '01/01/2019' AND ToDate = '01/01/2020'

Columns

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Group Outstandings Report of Tally

Table Specific Information

Select

The Sync App will use the Tally API to process WHERE clause conditions built with the following column and operator. The GroupName is required to make a request and the rest of the filter is executed client side within the Sync App.

• GroupName supports the '=' comparisons.
• FromDate supports the '=' comparisons.
• ToDate supports the '=' comparisons.

For example these queries are processed server side:

SELECT * FROM Report_GroupOutstandings WHERE GroupName = 'Group1'

SELECT * FROM Report_GroupOutstandings WHERE GroupName = 'Group1' AND FromDate = '01/01/2019' AND ToDate = '01/01/2020'

Columns

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Group Summary Report of Tally

Columns

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Group Vouchers Report of Tally

Table Specific Information

Select

The Sync App will use the Tally API to process WHERE clause conditions built with the following column and operator. The GroupName is required to make a request and the rest of the filter is executed client side within the Sync App.

• GroupName supports the '=' comparisons.
• FromDate supports the '=' comparisons.
• ToDate supports the '=' comparisons.

For example these queries are processed server side:

SELECT * FROM Report_GroupVouchers WHERE GroupName = 'Group1'

SELECT * FROM Report_GroupVouchers WHERE GroupName = 'Group1' AND FromDate = '01/01/2019' AND ToDate = '01/01/2020'

Columns

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

ItemMonthlySummary Report of Tally

Columns

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Ledger Outstandings Report of Tally

Table Specific Information

Select

The Sync App will use the Tally API to process WHERE clause conditions built with the following column and operator. The LedgerName is required to make a request and the rest of the filter is executed client side within the Sync App.

• LedgerName supports the '=' comparisons.
• FromDate supports the '=' comparisons.
• ToDate supports the '=' comparisons.

For example these queries are processed server side:

SELECT * FROM Report_LedgerOutstandings WHERE LedgerName = 'Ledger1'

SELECT * FROM Report_LedgerOutstandings WHERE LedgerName = 'Ledger1' AND FromDate = '01/01/2019' AND ToDate = '01/01/2020'

Columns

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Ledger Vouchers Report of Tally

Table Specific Information

Select

The Sync App will use the Tally API to process WHERE clause conditions built with the following column and operator. The LedgerName is required to make a request and the rest of the filter is executed client side within the Sync App.

• LedgerName supports the '=' comparisons.
• FromDate supports the '=' comparisons.
• ToDate supports the '=' comparisons.

For example these queries are processed server side:

SELECT * FROM Report_LedgerVouchers WHERE LedgerName = 'Ledger1'

SELECT * FROM Report_LedgerVouchers WHERE LedgerName = 'Ledger1' AND FromDate = '01/01/2019' AND ToDate = '01/01/2020'

Columns

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Negative Ledger Report of Tally

Columns

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Negative Stock Report of Tally

Columns

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Profit and Loss Report of Tally

Columns

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Ratio Analysis Report of Tally

Columns

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Statistics Report of Tally

Columns

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Stock Summary Report of Tally

Columns