Tally Integration

Automated Invoicing & Inventory Sync via Tally API

TallyPrime • Tally.ERP 9

Eliminate Manual Tally Data Entry

Tally is India's most popular accounting and ERP software for SMEs, used by millions of businesses. While excellent for financial management, Tally requires manual data entry for transactions from operations—leading to delays, errors, and reconciliation headaches.

IoTReady automates data flow from shop floor operations to Tally—automatic GRN posting, one-click invoice generation, and real-time inventory sync.

Tally API

Standard API integration for TallyPrime and Tally.ERP 9

Automated Invoicing

One-click invoices from operations data—50% faster billing cycle

Real-Time Sync

Instant GRN, stock transfers, and inventory updates to Tally

API Documentation: IoTReady uses the official Tally API for TallyPrime. View Tally API docs →

What We Integrate

Common Tally workflows automated through IoTReady

Purchase Vouchers (GRN)

Voucher Type: Purchase

Automated posting of incoming goods receipts:

  • Material received at warehouse → barcode/RFID scan
  • Weight captured from scales
  • Vendor details and purchase order reference
  • Automatic Purchase Voucher creation in Tally
  • Stock ledger and party ledger updated
  • Optional: Auto-post to accounting ledgers (GST, freight, etc.)

API: Create Purchase Voucher via Tally API

Sales Invoices

Voucher Type: Sales

One-click invoice generation from dispatch data:

  • Order picking and packing complete
  • Customer details pre-filled from order
  • Items, quantities, weights auto-populated
  • Pricing and tax calculations from Tally masters
  • Sales Invoice created in Tally
  • Inventory reduced, revenue recognized

API: Create Sales Voucher via Tally API

Stock Journals

Voucher Type: Stock Journal

Automated posting of internal stock movements:

  • Warehouse to warehouse transfers
  • Godown location changes
  • Material consumption for production
  • Material damage or write-offs
  • Stock Journal voucher created in Tally
  • Source and destination locations updated

API: Create Stock Journal via Tally API

Physical Stock Entries

Voucher Type: Physical Stock

Automated stock verification and adjustment:

  • Barcode/RFID-based cycle counting
  • Real-time reconciliation with Tally stock
  • Automatic variance calculation
  • Physical Stock voucher for adjustments
  • Stock ledger corrected in Tally

API: Create Physical Stock via Tally API

Delivery Notes

Voucher Type: Delivery Note

Automated dispatch documentation:

  • Items packed and ready for shipment
  • Transport details and vehicle number
  • Delivery Note created in Tally
  • Optional: Convert to invoice later
  • Stock reserved for dispatch

API: Create Delivery Note via Tally API

Master Data Sync

Bidirectional Sync

Keep OTP and Tally masters in sync:

  • Stock Items: Fetch item masters from Tally
  • Units of Measure: Sync UOMs for quantity validation
  • Godowns: Sync warehouse/location masters
  • Ledgers: Party ledgers (customers, vendors)
  • Groups: Item groups and categories

API: Fetch Masters via Tally API

How Tally Integration Works

1. Tally API Setup

Enable Tally API and configure OTP connection:

  • Enable Tally API in TallyPrime settings (F11 → API)
  • Set API port (default 9000) and authentication
  • Configure OTP with Tally server IP/hostname
  • Test connection and master data sync
  • Works with both Tally on local network and Tally on Cloud

2. Master Data Sync from Tally

OTP fetches Tally masters for validation:

  • Stock items (products, raw materials)
  • Units of measure (Kg, Pcs, Ltrs, etc.)
  • Godowns (warehouse locations)
  • Ledgers (customers, vendors, expense heads)
  • Scheduled sync (daily/hourly) or on-demand

3. Capture Operations Data

Barcode/RFID-based workflows capture transaction data:

  • Receiving: Scan items, capture weight, vendor details
  • Dispatch: Pick items, customer selection, pack quantities
  • Production: Material consumption, finished goods output
  • Transfers: Scan at source location, destination location
  • All data validated against Tally masters

4. Automatic Voucher Posting to Tally

OTP creates Tally vouchers via API:

  • Build voucher XML/JSON based on Tally schema
  • Include all required fields (date, voucher type, ledgers, stock items)
  • POST voucher to Tally API
  • Receive voucher number back from Tally
  • Store Tally voucher reference in OTP for audit trail
<ENVELOPE>
  <HEADER>
    <TALLYREQUEST>Import Data</TALLYREQUEST>
  </HEADER>
  <BODY>
    <IMPORTDATA>
      <TALLYMESSAGE>
        <VOUCHER VCHTYPE="Sales" ACTION="Create">
          <DATE>20250110</DATE>
          <PARTYNAME>Customer Name</PARTYNAME>
          <ALLLEDGERENTRIES.LIST>
            <LEDGERNAME>Sales</LEDGERNAME>
            <AMOUNT>-10000</AMOUNT>
          </ALLLEDGERENTRIES.LIST>
          <ALLINVENTORYENTRIES.LIST>
            <STOCKITEMNAME>Product A</STOCKITEMNAME>
            <ACTUALQTY>10</ACTUALQTY>
            <RATE>1000</RATE>
          </ALLINVENTORYENTRIES.LIST>
        </VOUCHER>
      </TALLYMESSAGE>
    </IMPORTDATA>
  </BODY>
</ENVELOPE>

Real-World Tally Integration: Microtrol India

Sterilization Services - Automated Invoice Generation

Microtrol India provides sterilization services for hospitals and diagnostic centers. They receive contaminated surgical instruments, sterilize them, and return sterilized kits. Billing was manual and time-consuming—requiring data entry from paper registers into Tally.

The Challenge

  • Each batch required recording: customer, kit type, quantity, weight
  • Manual transcription from paper registers to Tally invoices
  • Errors in data entry causing billing disputes
  • Billing cycle took 2-3 days after service completion
  • Delayed invoicing = delayed payments = cash flow issues

The IoTReady Solution

Workflow Digitization + Tally Integration:

  • Receiving: Barcode scan of kits → customer auto-identified → weight captured from scale
  • Sterilization: Mobile app workflow—load autoclave, run cycle, unload
  • Dispatch: Scan kits for return → customer and quantities confirmed
  • Auto-Invoice: All data flows to OTP → Sales Invoice created in Tally
  • Customer details, kit types, quantities, weights pre-filled from workflow
  • Pricing fetched from Tally rate masters
  • One-click invoice generation—no manual entry

Results

  • 50% faster billing cycle - Same-day invoicing vs. 2-3 days
  • Zero manual Tally entry - All automated from workflow
  • Elimination of billing disputes - Accurate weight and quantity data
  • Improved cash flow - Faster invoicing → faster payments

Read full Microtrol case study →

Perfect for Indian SMEs Using Tally

Manufacturing

Automate material consumption tracking, finished goods production, and inventory movements. Stock Journal vouchers posted to Tally as production happens.

Typical Setup: Production floor tracking, raw material stores, FG warehouse

Trading & Distribution

Automated GRN from vendors and Sales Invoices to customers. Barcode-based receiving and dispatch. Godown-wise stock tracking synced to Tally.

Typical Setup: Warehouse with receiving, storage, dispatch operations

Service Business

Capture service completion data (quantities, weights, customer details) via mobile workflows. Auto-generate Tally invoices with pre-filled data.

Example: Sterilization, laundry, rental services, calibration services

Retail Chains

Automate stock transfers to retail stores. Barcode-based receiving at stores. Sales Invoices from POS data. Multi-godown inventory synced to single Tally company.

Typical Setup: Central warehouse + 5-50 retail outlets

Why Integrate IoTReady with Tally?

Zero Manual Entry

No more typing from paper registers or Excel into Tally. All data flows automatically from operations to vouchers.

50% Faster Billing

Same-day invoicing instead of 2-3 days. Improve cash flow with faster invoice generation and payment collection.

Eliminate Errors

No transcription mistakes. Quantities, weights, customer details captured at source and validated against Tally masters.

Real-Time Stock

Tally inventory always matches physical stock. No more end-of-day batch updates or month-end reconciliation nightmares.

Keep Your Tally

No need to switch ERP systems. IoTReady complements your Tally investment—adding operational traceability on top.

GST Compliance

All vouchers posted to Tally with proper GST details. E-invoicing and E-way bills generated from Tally as usual.

Technical Capabilities

TallyPrime & Tally.ERP 9

Support for both latest TallyPrime and legacy Tally.ERP 9. Standard Tally API integration.

All Voucher Types

Sales, Purchase, Stock Journal, Physical Stock, Delivery Note, Receipt Note. Support for custom voucher types.

Tally on Premises or Cloud

Works with Tally installed on local server or Tally on Cloud (TallyPrime Cloud). Network or internet connectivity.

Master Data Sync

Bidirectional sync of Stock Items, Ledgers, Godowns, Units from Tally to OTP for validation and dropdowns.

Batch & Serial Tracking

Support for Tally batch and serial number tracking. Auto-assign or capture batch/serial at operations.

Error Handling

Retry logic for network failures. Alert notifications for voucher posting errors. Detailed logs for troubleshooting.

API Reference

IoTReady uses Tally's XML/JSON API for voucher import and master data export:

  • Import Data: POST XML vouchers to Tally (Sales, Purchase, Stock Journal, etc.)
  • Export Data: GET master data from Tally (Stock Items, Ledgers, Godowns)
  • Sync Mode: Real-time or batched posting based on configuration
  • Authentication: Tally API key/password (if enabled)

View Tally API documentation →

Related Solutions

Workflow Digitization

Replace paper-based processes with mobile workflows that feed data to Tally invoices.

RM-FG Traceability

Track raw materials to finished goods with production consumption posted to Tally.

All Integrations

Explore integrations with SAP, ERPNext, Zoho, and custom ERP systems.

Automate Your Tally Data Entry

See how IoTReady eliminates manual entry and speeds up your Tally billing cycle

Schedule a Demo View Microtrol Case Study