Set Up Tally Integration

Download Plugin

To start the integration, download the plugin from the

You can find the integration options in four places on the Dashboard.

• Banner on RazorpayX Home Page:
  On the

  RazorpayX Dashboard

  , click GET STARTED → in the Introducing Smart Bank Statement Sync to download the plugin.

• Banner on Vendor Payments Dashboard:
  Click GET STARTED → in the Sync Vendor Payment with your Accounting Software Today! banner on your RazorpayX Vendor Payments Dashboard.

• Accounting Integration Button:
  In the Vendor Payments Overview page, click the grey ACCOUNTING INTEGRATIONS button next to the + INVOICE button.

• Integrations in Account Settings:
  On the

  RazorpayX Dashboard

  :
  1. Navigate to the user icon at the top right of the page.
  2. Click My Account & Settings.
  3. Go to Integrations in the left menu.
  4. Click the Tally icon button under ACCOUNTING TOOL INTEGRATION to download the plugin.
     

Start integrating RazorpayX with Tally by yourself or invite your Finance Team to do it. Know more about

Set Up Integration

After you have downloaded the file, begin the setup process explained below.

Install and Set Up

Install Integration

After you download the RazorpayX.tcp file, locate where you have downloaded it.

1. On your Windows device, right click on the .tcp file and click Properties.
   
2. In the Security tab of the Properties window, note the path against the Object name.

Set Up Integration

You or your team can set up the integration in the following way:

1. Open Tally to show the Gateway of Tally page.
2. Go to F1: Help → TDLs & AddOns → F4:Manage Local TDLs.
   
3. In the TDL Configuration screen:
   • Click Specify Path in the Specify File Path pop-up page.
   • Paste the path noted

     during installation

     . You can also Select from Drive.
4. Enter Yes against Load TDL.

Once the TDL loads, you can view the author and the summary of your actions. For more information on the setup process, refer

Post Set Up

After the setup process, you can see:

• RazorpayX in the Gateway of Tally page.
• Under F1:Help to the top-right of the page:
  • R:RazorpayX Settings.
  • X:RazorpayX Sync.
    

You have completed the setup. Check how to

Configure Integration

See how you can configure the integration.

Prerequisites

Before you configure the system, keep your merchant id and the Administrator/Finance role/Owner's email id available. To find your merchant id:

1. Log in to the

   RazorpayX Dashboard

   .
2. Navigate to the user icon drop-down to the top right corner of the page.

You can find your merchant id above My Account & Settings.

Configure Application

To configure your application:

1. Go to R:RazorpayX Settings. The RazorpayX Configuration (in Developer Mode) page appears.
2. Select Yes against Enable RazorpayX Integration.
   
3. Enter your RazorpayX merchant id noted in

   prerequisites

   .
4. Under the RazorpayX admin login id, enter the finance/owner/admin role's email id. You receive the OTP required for Tally account authentication here.
5. Select a time when you are not using the Tally application. Tally automatically syncs the payment and reconciliation entries to RazorpayX in this time frame. You cannot use your Tally application during this time.

You have now partially configured your the RazorpayX-Tally Integration.

Enable Flows

To fully configure the application, enable and disable the settings as per the

• If you choose to

  bring bills

  to Tally from RazorpayX, enable it at this step.
• You can change the settings to sync

  Purchase Vouchers

  and

  Payment Vouchers

  entries in Tally and RazorpayX. Select Yes against only one of them at a time.
• Additionally, choose how you want to sync these invoices:
  • When receiving the invoices.
  • At the time of payment of invoices.
  Select Yes for only one of these.

Related Information

• Keyboard shortcuts in

  Tally Prime

  /

  Tally ERP9

• Create RazorpayX Ledger