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Connect Tally Prime with FinlyticZ

This guide shows you how to configure Tally Prime to work with the FinlyticZ Connector for real-time data sync.

Prerequisites

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

Step 1: Open Tally Prime

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

Step 2: Enable Tally Prime as Server

  1. Press F1 (Help) > Settings or go to F12 (Configure)
  2. Navigate to Connectivity settings
  3. Set the following: • Act as Server: Yes • Port Number: 9000 (default) • Allow Remote Access: Yes (if connecting from another machine)

Important: The port number here must match the port configured in the FinlyticZ Connector (default: 9000).

Step 3: Save Configuration

  1. Press Ctrl + A to accept and save
  2. Tally Prime will now listen for incoming connections on port 9000

Step 4: Verify the Connection

  1. Open FinlyticZ Connect on the same PC (or the network)
  2. Go to Tally Setup from the left sidebar
  3. Set: • Host: localhost (same PC) or the IP address of the Tally PC • Port: 9000
  4. Click Test and Save Config
  5. You should see a "Connection successful" message

Step 5: Add Company and Sync

  1. Navigate to Companies in the Connector
  2. Your Tally Prime company will appear under "Tally Companies (Available for Sync)"
  3. Click on the company to add it
  4. Go to Dashboard and click Run Sync Now
  5. Data will begin syncing — you can monitor progress in real-time

Connecting Tally Prime on a Different PC (Network Setup)

If Tally Prime is running on a different PC than the Connector:

  1. Find the IP address of the Tally PC: • Open Command Prompt on the Tally PC • Type ipconfig and note the IPv4 Address (e.g., 192.168.1.100)
  2. In the FinlyticZ Connector: • Set Host: to the Tally PC's IP (e.g., 192.168.1.100) • Set Port: 9000
  3. Ensure both PCs are on the same network
  4. Make sure the firewall on the Tally PC allows port 9000

Important Notes

  • Tally Prime must be running for the Connector to sync
  • The Connector uses Tally's XML API (HTTP) — not ODBC
  • Both Tally Prime and Tally ERP 9 use the same XML protocol, so the Connector works seamlessly with both
  • Multi-company support: You can add multiple Tally companies from the Companies screen

Troubleshooting

IssueSolution
"Connection failed" on testVerify Tally Prime is running and port 9000 is configured
Company not detectedEnsure "Act as Server" is enabled in Tally Prime settings
Network connection issuesCheck that both PCs are on the same network and port 9000 is not blocked by firewall
Sync stalls or errorsCheck Sync Jobs in the Connector for error details

For more help, see Troubleshooting.

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Still stuck?

Email support@finlyticz.com and the team will help.