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Tally Integration with Zoho 

Tally Integration for Zoho CRM enables businesses to seamlessly synchronize Contacts, Products, Invoices, and other accounting records between Zoho CRM and TallyPrime. The extension eliminates manual data entry, reduces duplicate records, and ensures that sales and accounting teams always work with synchronized information. With this integration, users can initiate synchronization directly from Zoho CRM while the desktop connector securely communicates with TallyPrime installed on the local system. This allows organizations to automate accounting workflows without leaving Zoho CRM.

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Features

​Zoho CRM → TallyPrime

  • Sync Contacts from Zoho CRM to TallyPrime

  • Sync Products from Zoho CRM to TallyPrime

  • Sync Invoices from Zoho CRM to TallyPrime

  • Prevent duplicate record creation using unique synchronization mapping

  • One-click Sync to Tally from Zoho CRM

  • Bulk synchronization support

  • Synchronization logs and status tracking
     

​TallyPrime → Zoho CRM (Available in supported plans)
 

  • Sync newly created Contacts

  • Sync newly created Products

  • Sync newly created Invoices

  • Update existing CRM records from TallyPrime

  • Automatic synchronization scheduler

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​General Features

  • Secure OAuth-based authentication

  • Multi-organization support

  • Multi-company support within TallyPrime

  • Background synchronization

  • Detailed synchronization logs

  • Retry failed synchronization jobs

  • Fast and reliable data transfer

  • Easy installation and configuration

License Cost

  • 10 days free trial

  • Rs 2500/month/organization 

How it Works

Step1: Install the extension from marketplace

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Install the Tally Integration for Zoho CRM extension from Zoho Marketplace.

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​Step 2 – Connect Your Organization

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After installation, configure the desktop connector by connecting it with your Zoho CRM organization and the local TallyPrime instance.

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​Step 3 – Start Synchronization

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Users can open supported Zoho CRM modules and click the Sync to Tally button to send records directly to TallyPrime.

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Supported modules include:

  • Contacts 

  • Products 

  • Invoices 

 

The desktop connector securely transfers data into TallyPrime and keeps track of synchronization status.

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​Step 4 – View Synchronization Status

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Users can view whether a record has been:

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  • Successfully Synced

  • Pending

  • Failed

  • Updated

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Disclaimer

This extension is developed by “EasyTocheck Software Solutions” and for any further assistance and customization , users can directly get in touch with us. We will update the extension with new updates which will be available to all existing customers at no extra cost. Publishing or copying the extension partially or contextually is strictly prohibited as the company holds the proprietorship for developing this connector which includes logic & integration workflow

Privacy Policy

EasyToCheck Software Solutions adhere to all security protocols while gathering any user data. The plugin developed by us follows AUTH 2.0 protocols to integrate Zoho CRM with Quickbooks Online account. With this we do not gather any personal or account related data.
 

Any personal information collected by these applications will not be stored or transmitted to us. However we have no control over or access to specific information provided by Zoho or Quickbooks , such as email ID or phone number so that we can support your better

 

Help & Support

For any assistance or more information about the connector, please get in touch with us. You can either mail your queries on zoho@easytocheck.com

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