Now Tally can be integrated with Zoho Inventory

Integrate Tally with Zoho Inventory

Tally Configuration – Make Sure to configure your Tally setup before starting Migration Process

 Tally Installation

 · Download your software.
 · Extract the file and open the folder.
 · Create Application shortcut on desktop double click on ZI to Tally application.
 · You can login into the application by using your ZOHO credentials.
 You have to make following Configuration changes in you Tally to convert your data
 Changes in General Setup
 · To visit General setup, press F12 and choose General option.
 · Go to Import/Export section.
 · Set “Yes” in Overwrite voucher option.
 Advance Configuration
 · To visit Advance Configuration, press F12 and choose advance configuration option.
 · Select in Tally ERP is Acting as “Both”.
 · Enable OBDC Server by selecting “Yes” as an option.
 Utility Setting
 · To visit Utility, press F12 and choose Utility option.
 · Change methods and Store number
 · Go back to Tally Gateway
 · Open Account Info -> Voucher Types -> Alter
 · Kindly repeat following two steps for all Voucher setting
 · Method of Voucher Numbering -> Manual
 · Prevent Duplicate -> Yes

How to Use ZOHO Inventory to Tally Data Migration Tool –
 Home Screen

 Kindly follow three easy steps to migrate your data from ZOHO Inventory to Tally.
 Step 1: Select –

Step – 1 Finalize the data that you want to migrate from ZOHO Inventory to Tally. (Here I have select data from 01-04 to 05-04 for demo from my ZOHO Inventory)
 Step – 2 Open ZOHO Inventory to Tally Tool
 Step – 3 Select data that you would like to migrate from all the filter option of Select to Fetch section

 · After Completing configuration, kindly select data that you would like to migrate from ZOHO Inventory to Tally.

 · Organization Name Filter – User can choose organization name in case of multiple organization.
 · Branch Filter – User can also filter out branch wise data by using this filter.
 · Date Category – User can filter out data based on the data category.
 o Sales process Filters (Sales Invoice, Receipt, Credit Note, Debit Note)
 o Purchase process Filters( Purchase Bill, Payment, Vendor Credit, Expenses)
 o Other Filter( Journals, Fund Transfer)
 · Voucher Date – This filter select the data based on - From and To voucher date.
 · Modification Date – This filter select filter date automatically based your last export date.
 · ZB Status Filter – User can Export data based on the status like draft,
 
 confirmed, on hold of particular Invoice, Purchase Order, etc.
 
 Step 2: Import Once you select the data, click on Import from ZB button, to import data from ZOHO.

 
 Step 3: Export –
 Step – 1 Open Tally in Backend.
 Step – 2 Select all the data from Data Panel that you would like to migrate from ZI to Tally tool. Step – 3 Apply filters based on the need from Category filters.
 Step – 4 Click on Export to Tally button.

Now user can check migrated data in Tally from ZOHO Inventory.