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Tally Auto Synchronization

With this Add-on, User can able to schedule the synchronization for a specific period Tally will automatically synchronize the data on defined time. To know more details Click here: https://www.mazenettech.in/Tally/

With this Add-on, User can able to schedule the synchronization for a specific period
Tally will automatically synchronize the data on defined time.
To know more details Click here: https://www.mazenettech.in/Tally/

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TALLY<br />

AUTO SYNCHRONIZATION


INTRODUCTION<br />

• With this Add-on, User can able to schedule the synchronization for a specific period<br />

• <strong>Tally</strong> will automatically synchronize the data on defined time<br />

NOTES<br />

• This add-on requires restarting <strong>Tally</strong> at every time of any changes made in <strong>Auto</strong><br />

Sync configurations<br />

• The <strong>Auto</strong> Sync configuration is machine specific and needs to be done on each machine<br />

• Time has to be defined at one time. Data will be automatically synchronized on every day<br />

IMPORTATNT: As a best practice it is advisable to take back up of your company data before installing<br />

the Add-on


SETUP GUIDE<br />

1. Configure your TDL file by going to Gateway of <strong>Tally</strong> → F12: Configuration → T:Product &<br />

Features → F4: Manage Local TDL.


SETUP GUIDE<br />

2. After configuring the Add-on, In Client System, from Gateway of <strong>Tally</strong> go to F12: Configure →<br />

C: Advanced Configuration. In this change <strong>Tally</strong>.ERP 9 acting as Client. It shows in the<br />

following screen.


SETUP GUIDE<br />

3. After this, to create rule for Master from Gateway of <strong>Tally</strong> go to O: Import Data →<br />

O: Synchronisation → C: Client Rules → C: Create. It is shown in the following screen.


SETUP GUIDE<br />

4. The above procedure is same to create rule for Transaction. In this select Direction<br />

of Sync as “Both”. If select both, Voucher Type Allow/Disallow List screen will open.<br />

This is used to control which voucher has to be synchronized in both side.<br />

.


SETUP GUIDE<br />

The following screen shows the Transaction rule creation.


SETUP GUIDE<br />

5. After creation the client rules, from Gateway of <strong>Tally</strong> select “Alt+A or A: <strong>Auto</strong> Sync “.


SETUP GUIDE<br />

In this, user has to set preferred time for synchronization.


SETUP GUIDE<br />

6. The following screen will shows the synchronization process.


SETUP GUIDE<br />

7. In server system, after configuring the Add-on From Gateway of <strong>Tally</strong> go to F12: Configure →<br />

C: Advanced Configuration. In this change <strong>Tally</strong>.ERP 9 acting as Server. It shows in the<br />

following screen.


SETUP GUIDE<br />

8. From Gateway of <strong>Tally</strong> go to O: Import Data → O: Synchronisation → S: Server Rules →<br />

A: Activate.


SETUP GUIDE<br />

The following screen shows the activation of Master Rule.


SETUP GUIDE<br />

The following screen shows the activation of Transaction Rule.


SETUP GUIDE<br />

9. From Gateway of <strong>Tally</strong> select “Alt+A or A: <strong>Auto</strong> Sync “.


SETUP GUIDE<br />

In this, user has to set preferred time for synchronization. It should be differ from Client System.


SETUP GUIDE<br />

The following screen shows the synchronization process in Server System. The synchronization of<br />

data will be automatically done on every day at user preferred time.


THANK YOU

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