Connect Tally ERP 9 with FinlyticZ

This guide shows you how to enable the Tally ERP 9 XML server so that the FinlyticZ Connector can communicate with it.

Prerequisites

• Tally ERP 9 installed and running on your PC
• FinlyticZ Connector installed (Setup Guide)
• Admin access to Tally ERP 9

Step 1: Open Tally ERP 9

1. Launch Tally ERP 9 on your PC
2. Open the company you want to sync with FinlyticZ

Step 2: Enable Tally as a Server

1. Press F12 to open Configuration
2. Go to Advanced Configuration
3. Set the following options: • Act as Server: Yes • Port: 9000 (default)

Step 3: Save and Restart Tally

1. Press Ctrl + A to save the configuration
2. Close Tally ERP 9
3. Reopen Tally ERP 9 with the same company

Step 4: Verify the Connection

1. Open FinlyticZ Connect on the same PC
2. Go to Tally Setup
3. Ensure: • Host: localhost • Port: 9000
4. Click Test and Save Config
5. You should see: "Connection successful"

Step 5: Start Syncing

1. Go to Companies in the Connector
2. Your Tally ERP 9 company should appear under "Available for Sync"
3. Click on it to add it
4. Go to Dashboard and click Run Sync Now
5. Your data will start syncing to the FinlyticZ cloud

Enable ODBC Port (If Required)

In some cases, you may also need to enable the ODBC port:

1. Open Tally ERP 9
2. Press F12 > Advanced Configuration
3. Set Enable ODBC Server: Yes
4. Set Port: 9000
5. Save with Ctrl + A

Important Notes

• Tally must be running on the PC for the Connector to sync data
• If Tally is closed, the Connector will retry automatically based on your retry settings
• The Connector detects if the active company changes in Tally and adjusts accordingly
• Make sure your firewall is not blocking port 9000

Troubleshooting

For more help, see Troubleshooting.