Odoo Tally Connector

Tally Integration Export Feature

Tally Side Configuration

• First, create Tally Synchronisation server port from which the data is to be fetched via Tally.

• Tally>Exchange>Data Synchronisation>Client/Server configuration>
• Set TallyPrime as server and port as 9000.

Odoo Side Configuration

• Import needed libraries.
• Then create company in Odoo with the same name as Tally company for importing data in Odoo Company and then create/set receivable and payable accounts for the newly created company in Odoo.
• Now select the default company and current company same as the Tally company for which you are fetching records.

• When a new company is created, a company partner is also created in the contacts. Please select a company name inside sales & purchase > company field.

• Now You are all set for importing Tally data in Odoo.
• The Odoo Tally module UI is very simple.
• Click the “Fetch Tally Record”Mastercheckbox and then click onMigrate Data.

• You can export Accounts and Product Masters from Tally and adjust product inventory in Odoo.

From Accounts Master, you can fetch :

• Ledgers
• Different types of Tally Vouchers / Entries

From Product Master, you can fetch :

• Godowns
• Stock Groups
• Stock Items
• Inventory Adjustment Feature is used to update the product's available quantity in stock.

• BackEnd Exporting Flow:

Godown → Stock → Groups → Stock Items → Ledgers → Vouchers → Inventory Adjustment

• For viewing the chart of Accounts and Vouchers, please assign ‘show full accounting.'
• Features group to the User
• Imported ledgers can be viewed under Invoicing>Chart of accounts in Odoo

• Imported vouchers can be viewed under Invoicing<Accounting<Vouchers in Odoo.

• Voucher related journal entries and other journal entries can be viewed under Invoicing<Accounting<Journal Entries in Odoo.

Imported Godowns :

• Parent Godowns can be viewed under Inventory>Configuration>Warehouses in Odoo.

• Child Godowns can be viewed under Inventory>Configuration>locations in Odoo.

• Imported StockGroups can be viewed under Inventory>Configuration>Product Categories in Odoo.

• Imported StockItems can be viewed under Inventory>Products>Product in Odoo.

• Inventory Adjustment can be viewed under Inventory>Reporting>Inventory Report in Odoo.

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