Configure a Connection Profile

From the CData ribbon, click Get Data and select From Tally connection/s to launch the CData Query window. To setup a new connection, you will have to click the New Tally Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

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).

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to Tally you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

See Also

• Querying Data: Use the data selection wizard to pull data into a spreadsheet. You can also configure scheduled data refresh here.
• Using the Excel Add-In: Find other ways to interact with Tally data, such as using the available CData Excel Functions.