ERP & Accounting
SAP Business One
AvailableBring Business One context into field sales.
Explore data & scopeERP & Accounting · TallyCustom integration — assessment required
Keep ledger context close to collection follow-up.
Assess a controlled flow from Tally accounting records to SalesTOS. The goal is to give field teams useful receivables context while Tally remains authoritative for accounts. A ready-to-use Tally connector is not currently verified.
TallyAuthorised source / destination
01
Ledger codesTally → SalesTOS
02
Bill-wise outstandingTally → SalesTOS
03
Credit adjustmentsTally → SalesTOS
SalesTOSMatch accounting customers
Record ownership and direction are defined below. No universal two-way sync is implied.
The operational need
Why connect these systems?
Ledger names may differ from field customer names.
Bill-wise balances need a clear as-of date before collection calls.
Office receipt entries and field follow-ups need separate ownership.
Direction, ownership, prerequisites
What data can be exchanged?
Each row is a separate scope decision. Supported workflows still require configuration; proposed records require assessment and implementation.
| Record or object | Direction | System of record | Purpose | Availability / prerequisites |
|---|---|---|---|---|
| Ledger codes | Tally → SalesTOS | Tally | Match accounting customers | Assessment: stable identifiers and company scope |
| Bill-wise outstanding | Tally → SalesTOS | Tally | Prioritise follow-up | Assessment: bills, due dates and balance rules |
| Credit adjustments | Tally → SalesTOS | Tally | Explain balance changes | Assessment: allocation and credit treatment |
| Collection notes | SalesTOS only | SalesTOS | Track promises and next actions | Enabled collection workflow; no Tally posting implied |
Connection design
How the connection works
Tally documents XML integration over HTTP. An approved integration service or a supported file workflow may suit the customer environment. Assess the installed edition, network boundary and export format; do not expose an accounting service publicly or assume direct database access.
Illustrative working scenario
From system context to a useful next action.
An agreed bill-wise export is matched to customer codes. The collector sees the dated balance and records a promise to pay. The accounts team confirms the receipt in Tally through its normal process.
What happens to writeback?
Receipt creation, allocation and voucher posting are separate requirements. They are not included in a proposed read feed.
Before implementation
Setup requirements
- Tally edition and company structure
- Sample ledger and bill-wise outstanding export
- Customer-code mapping and credit rules
- Authorised technical contact and safe connectivity
Use an authorised setup process for credentials. The enquiry form does not request passwords or API secrets.
Operating the agreed scope
Reliability & access
A custom scope must define import status, rejected rows, duplicate keys and correction ownership. There is no verified Tally-specific retry or audit mechanism to promise before implementation.
A clearer scope starts here
Questions, answered.
Tally integration
Can you connect any Tally installation?
Edition, interface availability and connectivity must first be reviewed.
Can we start with a file?
A sample can be assessed against enabled SalesTOS import templates; arbitrary Tally exports are not automatically compatible.
What about multiple companies?
Company identifiers must remain part of the mapping so equal ledger codes are not merged accidentally.
Does a collection note create a voucher?
No. Notes and promises remain operational records unless a separate posting workflow is implemented.
What should we prepare for a Tally discussion?
Tally edition and company structure; Sample ledger and bill-wise outstanding export; Customer-code mapping and credit rules; Authorised technical contact and safe connectivity. Share redacted examples through an agreed channel, never passwords or API secrets in the public form.
How is Tally integration scope confirmed?
Review the objects and prerequisites on this page, then agree mapping, access, refresh timing and acceptance criteria. Receipt creation, allocation and voucher posting are separate requirements. They are not included in a proposed read feed.
No matching questions. Clear your search or discuss your requirements with us.
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Discuss This Integration Discuss Tally with SalesTOS.
Bring your business workflow and current setup. We’ll use them to assess the right data scope.