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Salesforce + Tally + GST
Sales closes the deal in Salesforce, and accounts raises the invoice in Tally. We connect the two, so customers, orders and invoices move without re-typing, and e-invoice details (IRN and QR code) flow back to the sales team.
TallyPrime exposes data over its XML/JSON interface on the machine or server where it runs. Because Tally usually sits inside the office network, we place a small connector or middleware service next to it. That service talks to Salesforce over secure APIs and to Tally locally, and it queues changes so nothing is lost when either side is offline.
Businesses above the government turnover threshold must register B2B invoices on the Invoice Registration Portal (IRP) and get an IRN and signed QR code. Usually TallyPrime generates the e-invoice, and we bring the IRN, acknowledgement and QR back into Salesforce. Where invoices are created in Salesforce, we can integrate with the IRP through a GST Suvidha Provider or as a registered API integrator instead.
Dealer orders taken in Salesforce, billed and dispatched from Tally.
Contracts and milestones in Salesforce, invoices in Tally.
Booking and demand letters in Salesforce, receipts accounted in Tally.
Bookings in the portal or Salesforce, agent invoices and GST in Tally.
Step 1
Ledgers, voucher types, GST setup and the Salesforce objects involved.
Step 2
Data ownership, sync timing and error handling.
Step 3
Connector, mappings and test vouchers in a copy of your company data.
Step 4
Cut-over, reconciliation reports and support.
Not directly over the internet in most setups, because Tally runs on a local machine or server. A connector next to Tally talks to Salesforce over secure APIs.
Normally TallyPrime generates the e-invoice and we sync the IRN and QR code to Salesforce. If invoices originate in Salesforce, we can integrate with the IRP through a GSP or as an API integrator.
Yes. The connector runs wherever Tally runs, including hosted or remote-desktop setups.
Changes are queued and sent when Tally is available again, and failures are reported so accounts can act on them.
Share your goals and current setup. We will come back with questions, a suggested approach and the next steps.
Contact Raushang4 Technology