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Salesforce + Tally + GST

Salesforce and TallyPrime integration, including GST e-invoicing

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.

  • Customers and GSTINs synced between Salesforce accounts and Tally ledgers
  • Closed orders create sales vouchers in TallyPrime
  • Invoice, payment and outstanding status visible in Salesforce
  • E-invoice IRN and QR code stored on the Salesforce record

How the integration works

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.

  • Salesforce to Tally: new customers, GSTIN and addresses, approved orders or invoices, HSN/SAC codes
  • Tally to Salesforce: voucher numbers, invoice amounts, receipts, outstanding balances
  • Clear ownership rules: masters can be edited in only one system

GST e-invoicing

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.

Good fits

Manufacturers and distributors

Dealer orders taken in Salesforce, billed and dispatched from Tally.

B2B service companies

Contracts and milestones in Salesforce, invoices in Tally.

Real estate

Booking and demand letters in Salesforce, receipts accounted in Tally.

Travel businesses

Bookings in the portal or Salesforce, agent invoices and GST in Tally.

Project steps

  1. Step 1

    Map

    Ledgers, voucher types, GST setup and the Salesforce objects involved.

  2. Step 2

    Design

    Data ownership, sync timing and error handling.

  3. Step 3

    Build and test

    Connector, mappings and test vouchers in a copy of your company data.

  4. Step 4

    Go live

    Cut-over, reconciliation reports and support.

Frequently asked questions

Can Salesforce connect directly to TallyPrime?

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.

Will this generate GST e-invoices?

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.

Does it work with TallyPrime on the cloud or a remote server?

Yes. The connector runs wherever Tally runs, including hosted or remote-desktop setups.

What happens if Tally is closed?

Changes are queued and sent when Tally is available again, and failures are reported so accounts can act on them.

Tell us what you are working on

Share your goals and current setup. We will come back with questions, a suggested approach and the next steps.

Contact Raushang4 Technology