Data Synchronization in Tally

Tally (India) Pvt. Ltd. 2007

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Version: Tally Data Synchronization/2.0/Training/July 2007

Preface
Business which operate from multiple locations need to exchange data frequently
between locations and it is time bound and critical to run their business. Data
Synchronization is the ability for data in different locations to be kept up-to-date so
that each repository contains the same information. It ensures uniformity, up-todate reporting and quick decision making.
This step by step guide is designed to help you implement and troubleshoot Data
Synchronization in Tally. This guide also addresses the requirement of connecting
occasionally to the internet and update data at various locations in a simple and
cost effective manner.

Contents
1.

Getting Started................................................................................................................... 1
1.1 Introduction to Tally Data Synchronization................................................1
1.2 Benefits of Data Synchronization .................................................................2
1.3 System Requirements......................................................................................2
1.3.1 Server .........................................................................................................2
1.3.2 Client.........................................................................................................3

1.4 Licencing ...........................................................................................................3

1.4.1 TallyLink Server.........................................................................................3
1.4.2 Private Network .........................................................................................3

1.5 Precautions ........................................................................................................4

1.6 Scenarios in Synchronization ........................................................................4
1.7 Six step Process................................................................................................5

2.

Synchronization TallyLink Server...................................................................... 7

2.1 Configuring for Sychronization ....................................................................8
2.1.1 Server .........................................................................................................8
2.1.2 Client........................................................................................................11

2.2 Procedure for Synchronization ....................................................................14

2.3 Troubleshooting .............................................................................................19

3.

Synchronization Private Network ..................................................................... 23

3.1 Configuring for Synchronization ................................................................23
3.1.1 Server .......................................................................................................23
3.1.2 Client.......................................................................................................24

3.2 Procedure for Synchronization ....................................................................25

3.3 Security Issues ................................................................................................31
3.4 Web page as a pass-through.........................................................................31
3.5 Troubleshooting .............................................................................................31

4.

Principle of Synchronization in Tally ................................................................. 33

5.

Synchronizing initial vouchers.................................................................................. 35

6.

FAQs ..................................................................................................................................... 37

1. Getting Started
1.1 Introduction to Tally Data Synchronization
A number of businesses in the Small and Medium-Sized Enterprises (SME)
segment operate in more than one location. There is a need for updating accounting and inventory information at all locations, to ensure that the business runs efficiently and smoothly.
The frequency of updating data depends on three important factors

The volume of data generated across each location.

The need for having the latest updates, readily available at each location.
The resources and cost involved in updation.

Data Synchronization refers to a process where data is replicated between two or

more locations. It enables the branch offices to send data to the head office and
vice versa, over a network with a dynamic IP address or static IP address. Data
Synchronization flows both ways, i.e., data flows from the Client to the Server and
vice-versa.
Data Synchronization can be done with a dynamic IP adress, using the Tally Link
Server or with a static IP address, using Direct Client Server. If the Tally Link
Server is used, then data is synchronized through the TallyLink Server available
on a public IP adress at a predefined port. If a private network is used, the data is
synchronized using the customers static IP address.
The computer where Data Synchronization is initiated is termed as the Client. The
computer to which it synchronizes is the Server.
In this document, Data Sychronization has been illustrated using an example of a
company, Global Enterprises, with Head Office at Bangalore and a Branch Office
located at Chennai.

Getting Started

1.2 Benefits of Data Synchronization

The highlights of Data Synchronization are:

Simple, efficient and cost effective mechanism.

Simple set-up.
Simultaneous updation of data at Server and Client.
Single click for updating data.
Adaptable to an occasionally connected environment.

1.3 System Requirements

The following infrastructure is recommended for efficient Data Synchronization.

1.3.1 Server
Hardware Set-up

Pentium IV and above

512 MB RAM.
Hard disk space depending
on data volume

Operating System

Windows 98/2000/2003
Windows ME/NT/XP/VISTA

Internet Connectivity

An Internet connection via a

cable modem or a leased
line would be ideal. A dial-up
connection will also serve
the purpose.

Getting Started

1.3.2 Client
Hardware Set-up

Pentium IV and above

256 MB RAM.
Hard disk space depending
on data volume

Operating System

Windows 98/2000/2003
Windows ME/NT/XP/VISTA

Internet Connectivity

Internet connection at the

Client-end could be dial-up,
as connection is required
only when data has to be
synchronized

1.4 Licencing
1.4.1 TallyLink Server
On the Tally Server

Activate a Tally Multi-User Licence.

Tally Link Server Capability is activated by default.

On the Tally Client

Activate either a Tally Multi-User or a Single-User Licence

Tally Link Client Capability is activated by default.

1.4.2 Private Network

On the Tally Server

Activate a Tally Multi-User Licence.

Direct Server Capability has to be activated by paying an additional
licence activation fee.

Getting Started

On the Tally Client

Activate either a Tally Multi-User or a Single-User Licence.

Direct Client Capability has to be activated by paying an additional
licence activation fee.

1.5 Precautions
1. Ensure that the same set of Company features (F11) are enabled at both the
Client and the Server.
2. Do not delete any vouchers (Alt+D). Instead, cancel them (ALT+X). This
ensures that the vouchers remain in the system and are updated at the other
end. The other option is to identify and delete the voucher from both ends.
3. Do not alter names of the Masters that have been synchronized at both the
ends. If altered, it will get updated as a new master on subsequent synchronization. In cases where masters have been altered, the corresponding changes
need to be done manually at the other end.
4. Do not use a back-up of the company created and restore it at the other location for synchronization. The data will not get synchronized as the Global
Unique Identifier (GUID) of both the companies will be the same.

1.6 Scenarios in Synchronization

The extent and scope of Synchronization differs from person to person and
business to business. Some of the scenarios are:
Alteration of Transactions at the HO location are not updated at the
branch
By default the altered transactions are updated at both ends. If a business
chooses to update or rectify the corrections manually, they can set the option not
to synchronize altered transactions. This allows the branch and HO to understand
and discuss the required changes on a transaction basis.

Backdated Vouchers
When locations are using Tally independently for a long duration and a later date
decide to synchronize, Tally allows you to update the initial vouchers using
Snapshot or Import/Export of data prior to synchronization.

Getting Started

Web Page Pass-through

Where companies do not want to open up a specific port on their firewall for data
transfer and use the default port 80 itself. The web pass through page comes in
handy for such implementations.

1.7 Six step Process

Synchronization is a simple six step process.
1.
2.
3.
4.

Configure the server and client Tally.ini file and F12:Configuration.

Create a Client Rule at the Client.
Ensure that the server is connected to the TallyLink Server.
Select Synchronize at the client. The Client connects to the Server and creates a Server Rule at the Server side.
5. Activate the Server Rule on the Server.
6. Click on the option Synchronize at the Client to synchronize data. Further,
data can be synchronized as and when required.

2. Synchronization TallyLink Server

TallyLink Server is used as a medium to transmit data between the Client and the
Server. TallyLink Server is available on a public IP at a predefined port.
The TallyLink Server can be used in cases where

The customer does not have a static IP address.

Tally is required to be outside the firewall of an organisation to be able to
synchronize data.

The following screens display the statistics of the Head Office - Global Enterprises
which acts as the Tally Server and Branch office - Global Enterprises Chennai,
which acts as the Client.

Figure 2.1 Screen before Synchronization on the server

Using TallyLink Server

Figure 2.2 Screen before Synchronization on the client

As can be seen in the above images, there is a mismatch in the statisrtics of the
Server and the Client, as synchronization is yet to be done.

2.1 Configuring for Sychronization

2.1.1 Server
Step 1: Edit the Tally.ini file and add the following:
ClientServer = (Server/Both)
Clientserver specifies the mode in which Tally should run. The possible modes are

Server Tally would function as a Server that can service requests from
other hosts for synchronization.
Both Tally would function both as a Client as well as a Server.

Using TallyLink Server

ServerPort = XXXX (any valid TCP-IP Port. This is required only if you are using
a port other than the default one which is 9000.
The Tally.ini file at Server appears as shown in Fig. 2.3.

Figure 2.3 Tally.ini file on Server

Using TallyLink Server

Step 2: F12:Configuration
Go to Gateway of Tally > F12 > Connectivity > Sync Configuration
The F12:Configuration screen is displayed.

Figure 2.4

Change the settings of the parameters as follows:

10

Name of Field

Action / Description

Ignore Clients modified

Voucher Type Masters

Set this option to No, so that modifications

made on the Client to Voucher Type Masters are updated on the Server.

Enable Sync Logging

Set this option to Yes, to generate a Log file

which contains synchronized vouchers and
is saved in the Tally folder. This will be useful for troubleshooting.

Truncate previous log before

Synching?

Set this option to Yes, to allow the previous

log file to be overwritten by the current log.

Using TallyLink Server

Use TallyLink

Set this option to Yes to use the TallyLink

Server.

TallyLink Id

Key in the required link ID. This is a user

defined ID and cannot be changed once
defined and registered with Tally Server. It
is case sensitive. Ideally, the Link ID used
should be a Tally serial number.

Connect to TallyLink Server

Set this option to Yes to connect to TallyLink

Server.

Connect on Startup

Set this option to No if you do not wish to

connect to TallyLink Server each time you
start Tally. Whenever needed, click Connect on the button bar menu.

2.1.2 Client
Step 1: Edit the Tally.ini file and add the following:
ClientServer = (Client/ Both)
Clientserver specifies the mode in which Tally should run. The possible modes are

Client Tally would function as a Client to Synchronization. It cannot service requests from other hosts for synchronization.
Both Tally would function both as a Client as well as a Server.

ServerPort = XXXX (any valid TCP-IP Port. Required only if you are using a port
different from the default port 9000.)

11

Using TallyLink Server

The Tally.ini file appears as shown.

Figure 2.5 Tally. ini file on Client

12

Using TallyLink Server

Step 2: F12:Configuration
Go to Gateway of Tally > F12 > Connectivity > Sync Configuration
The F12:Configuration screen appears as shown.

Figure 2.6 F12:Configuration on Client

Name of Field

Action / Description

Ignore Servers modified

Voucher Type Masters

Set this option to No, so that modifications

made on the Server to Voucher Type Masters are updated on the Client.

Use TallyLink

Set this option to Yes to use the TallyLink

Server.

TallyLink ID

Key in the required link ID. This is a user

defined ID and cannot be changed once
defined and registered with Tally Server. It
is case sensitive. Ideally, the Link ID used
should be a Tally serial number.

Change the settings of the parameters as shown above.

13

Using TallyLink Server

2.2 Procedure for Synchronization

Ensure that the Client and Server are online. On the Server, click the Connect
button under F12-Sync Configuration. This will connect the Server to the
TallyLink Server.
Steps on Client
1. Create Client Rule on the Client system. This is a one time activity required to
initiate synchronization.

Select the company which has data that you wish to synchronize .
Go to Gateway of Tally > Import of Data > Synchronization >
Client Rules > Create

The Client Rule Creation screen appears as shown.

Figure 2.7 Client Rule Creation Screen

14

Using TallyLink Server

Change the settings of the parameters as follows:

Name of Field

Action / Description

Name of Rule

Give a name for the Client Rule. For e.g.Sync with HO.

Use TallyLink Server

Set this option to Yes when using dynamic

IP address for synchronizing.

Server TallyLink Id

Specify the Server link ID with which you

wish to synchronize. In this case, the ID is
783020511.

Type of Rule

This is set to Synchronize by default.

Company Name on Server

Specify the exact company name available

on the Server to which the data from Client
will be synchronized. In this case, Global
Enterprises.

Synchronize Altered Transactions

Set this option to Yes if you want altered

transactions to get synchronized.

Sync over slow connection

Set this option to Yes, to allow synchronization to be carried out over a low speed connection, i.e. one packet (25 vouchers) at a
time.

Company GUID on Server

Displays the GUID of the company at

Server location. This will be displayed only
after the initial synchronization.

Current TID

Displays the transaction ID of the last

voucher of the remote company that was
successfully synchronized.

Altered TID

Displays the alter ID of the last voucher of

the remote company that was successfully
synchronized.

Is Active

This field indicates whether the client rule is

activated on the server. It cannot be altered.

15

Using TallyLink Server

2. To initiate synchronization
On the Client, go to Gateway of Tally > Import of Data > Synchronization >
Synchronize
A Server Rule, corresponding to the Client Rule, is automatically created on the
Server.
A Client cannot exchange data with the Server unless the user on the Server
activates Server Rule. You can have more than one Server Rule depending on the
number of Clients synchronizing data.
If no error message is received in the calculator pane of Tally in the Client
computer, then it is confirmed that the Server Rule has been created successfully.
Steps on Server
1. Activate Server Rule on the Server.

From the list of GUIDS, select the company which has requested the synchronization.

Go to Gateway of Tally > Import of Data > Synchronization > Server

Rules > Activate
The Server Rule Activation screen appears as shown.

Figure 2.8 Server Rule Activation Screen

16

Using TallyLink Server

Name of Field

Action / Description

Name of Rule

This shows the GUID of the Client company

that has requested synchronization.

Company Name on Client

This shows the name of the company that

has sent the request for synchronization.

Is Active

Set this option to Yes to start synchronizing.

Synchronize Altered Transactions

Set this option to Yes if you want altered

transactions to get synchronized.

Current TID

Displays the transaction ID of the last

voucher of the remote company that was
successfully synchronized.

Altered TID

Displays the alter ID of the last voucher of

the remote company that was successfully
altered.

Clients Link ID

This shows the link ID the Client is registered with. In this case it is 783020511.

You are now ready for Data Synchronization.

On the Client Computer
Go to Gateway of Tally > Import of Data > Synchronization > Synchronize
A message displays in the calculator panel confirming synchronization.

Figure 2.9 Sync Confirmation Screen

On synchronization, all data from the Client gets posted to the Server and all data
from Server gets saved in the Client.

17

Using TallyLink Server

Figure 2.10 Screen after Synchronization on Server

Figure 2.11 Screen after Synchronization on Client

18

Using TallyLink Server

When sychronization is repeated, only the new and altered vouchers from both
the Client and Server get updated.

2.3 Troubleshooting
Error messages on Server when using TallyLink Server
1. TallyLink Id <provided TallyLink Id> already exists. Choose a different
TallyLink Id

Figure 2.12 Error Message

Cause: Occurs when you select a Link Id that has already been registered by
another user.
Solution: Choose another Link Id.
2. <LINEERROR> Could not set SVCurrentCompany to <server company></
LINEERROR>

Figure 2.13 Error Message

Cause: Occurs if the company has not been chosen on the Server.
Solution: Choose the company from Gateway of Tally on the Server.
3. Invalid TallyLink Id <TallyLink Id> for Serial Number <serial number>

Figure 2.14 Error Message

Cause: Occurs when user does not give proper TallyLink Id.

19

Using TallyLink Server

Solution: The Link Id should be the same every time, and is selected only when
the connection to TallyLink Server is established for the first time.
4. An established connection with TallyLink Server was aborted. Disconnected from TallyLink Server at trb.tallysolutions.com Port 4001
Cause: Happens if the connectivity between machine running Tally and the
TallyLink Server is broken due to some reason, typically Internet connectivity is
lost.
Solution: Check connectivity status and retry.
Error messages on Client
1. Target TallyLink Id <destination TallyLink Id>is not connected to TallyLink
Server

Figure 2.15 Error Message

Cause: Occurs if the Server TallyLink Id that has been entered in the Client Rule is
not connected to the TallyLink Server.
Solution: Check if the Server is connected to the Internet.
2. Invalid TallyLink Id <TallyLink Id> for Serial Number <serial number>.

Figure 2.16 Error Message

Cause: Occurs when user does not give the correct TallyLink Id.
Solution: Confirm in F12:Configuration if TallyLink Id is given correctly.

20

Using TallyLink Server

3. Failed to Post to: http://:@trb.tallysolutions.com/lds/gateway

Figure 2.17 Error Message

Cause: Occurs if Tally Client is not able to access Tally Server.

Solution: Check connectivity. Check whether Tally Server is running. (open web
browser and type http://serveripaddress:tallyport/. You should get an HTML/XML
response.
4. Version mismatch. Please upgrade Tally.
Cause: Occurs when there is a version mismatch, that is, the Client is using an
older version of Tally, which is not supported by the TallyLink Server.
Solution: Download the latest release and update the Tally Client. (Go to www.tallysolutions.com and download the latest version of Tally.)

21

3. Synchronization Private Network

Customers having static IP address can synchronize data even without using
TallyLink Server.

3.1 Configuring for Synchronization

3.1.1 Server
Step 1:The Tally.ini file is edited as mentioned in the steps for TallyLink Server.
Step 2: F12:Configuration
The F12:Configuration screen appears as shown.

Figure 3.1 F12:Configuration Screen on Server

Ensure that Use TallyLink is set to No, which is set by default. All other parameters remain unchanged as mentioned for Tally Link Server.

23

Using IP Address

3.1.2 Client
Step 1:The Tally.ini file is edited as mentioned in the steps for TallyLink Server.
Step 2: F12:Configuration
The F12:Configuration screen appears as shown.

Figure 3.2 F12:Configuration Screen on Client

Ensure that Use TallyLink is set to No, which is set by default.

24

Using IP Address

3.2 Procedure for Synchronization

Create Client Rule on the Client system. This is a one time activity required to
initiate the synchronization.

Select the company you wish to synchronize.

Go to Gateway of Tally > Import of Data > Synchronization > Client
Rules > Create

The Client Rule Creation screen appears as shown.

Figure 3.3 Client Rule Creation Screen

Name of Field

Action / Description

Name of Rule

Give a name for the Client Rule.For e.g.

Sync with HO.

Use TallyLinkServer

When using IP Address, this field will be

deactivated.

25

Using IP Address

Name of Field

Action / Description

Server URL

Give the IP Address/Machine name of

the Server along with the port number.
E.g. 192.168.1.64 : 9010
I P Address

Port Number

To find the URL when using Windows 98

and above,
Start > Run > type cmd > type ipconfig
If you are using a web page as a passthrough for synchronization, you can
specify the page URL. For example, you
can specify 192.168.1.64/tallysync.asp
as the Server URL.
(Please read the section on PassThrough page for further information)

26

Secure Server

This option allows you to specify

whether the Server is listening in secure
mode. (Refer Security Issues:https to be
used instead of http for synchronization)
When we use https, we necessarily need
to have a pass-through page in between
the Server and the Client. Please read
the section on Pass-Through page for
further details.

User Name

If required

Password

If required

Using IP Address

Name of Field

Action / Description

Use Compression

Set this option to Yes to compress the

data for faster synchronization. This also
enhances security of data during synchronization.

Type of Rule

By default it is Synchronize.

Company Name on Server

Specify the company name available on

the Server to which the vouchers from
Client will be synchronized, in this case,
it is Global Enterprises.

Synchronize Altered Transactions

Set this option to Yes if you want altered

transactions to get synchronized.

Sync over slow connection

Set this option to Yes, to allow synchronization to be carried out over a low
speed connection, i.e. one packet (25
vouchers) at a time.

Company GUID on Server

Displays the GUID of the company at

Server location. This will be displayed
only after the initial synchronization.

Current TID

Displays the transaction ID of the last

voucher of the remote company that was
successfully synchronized.

Altered TID

Displays the Alter ID of the last voucher

of the remote company that was successfully synchronized.

Is Active

This field indicates whether the client

rule is activated on the server. It cannot
be altered.

The further steps for synchronization on the Client and Server Computer are similar to those in Synchronization using TallyLink Server.

27

Using IP Address

The Server Rule Activation screen appears as shown.

Figure 3.4 Server Rule Activation Screen

Figure 3.5 Statistics prior to Data Synchronization on server

Figure 3.5 depicts the number of vouchers and masters on the server.

28

Using IP Address

Figure 3.6 Statistics prior to Data Synchronization on client

There is a mismatch between statistics of Client and Server as synchronization

has not been done.
Once the data is synchronised, the Statement of Statistics would appear as
shown.(Fig. 3.7 and 3.8)

29

Using IP Address

Figure 3.7 Statistics post Data Synchronization on server

Figure 3.8 Statistics post Data Synchronization on client

30

Using IP Address

3.3 Security Issues

Since data is not encrypted by default during synchronization, you can enhance
security by using https in the pass-through web page.

3.4 Web page as a pass-through

A web page is specified as a pass-through in the following circumstances.

When a Web Server and Tally Server reside on the same machine which
connects to the Internet and only Port 80 (Default port for the Internet) is
made available for security reasons. In this scenario, run Tally on a specific port (say 9090) and develop a web page which redirects all
responses to this port.
When it is not desirable to have Tally outside the firewall, a web pagepass-through can then be used to connect to the Tally Server within the
firewall.
When users do not want to reveal the real path to the Tally Server, a
pass-through page can be used to redirect to a virtual directory.

3.5 Troubleshooting
Tally Error messages on Server when using IP Address
1. <LINEERROR> Could not set SVCurrentCompany to <server company></
LINEERROR>

Figure 3.9 Error Message

Cause: Occurs if the company has not been chosen on the Server.
Solution: Choose the company from Gateway of Tally on the Server.

31

Using IP Address

2. Socket Error
Cause: Occurs if Client connectivity is broken during synchronization.
Solution: Check connectivity and assure that Tally Client is running.
Error messages on Client
1. Failed to Post to: http://ipaddress:tallyport/

Figure 3.10 Error Message

Cause: Occurs if Tally Client is not able to access Tally Server.

Solution:
1. Check connectivity.
2. Check whether Tally Server is running. (open web browser and type http://
serveripaddress:tallyport/. You should get an HTML/XML response)
2. Tally Server reported possible problems during Sync.

Figure 3.11 Error Message

Cause: Occurs if the connectivity is broken during synchronization.

Solution:
1. Check connectivity.
2. Check whether Tally Server is running. (open web browser and type http://
serveripaddress:tallyport/. You should get an HTML/XML response)
Note: Tally.imp file in the Tally folder will contain details of all the vouchers synchronized and also the errors (if any) which occurred while synchronizing.

32

4. Principle of Synchronization in Tally

Tally ensures that all masters required to save a transaction are moved along with
the transaction. This includes Groups, Ledgers, Stock Items, Units of Measures,
Currencies and so on. This essentially makes synchronization both a single-click
and error free operation.
After the first instance of synchronization, any alteration in source transactions get
reflected in the subsequent synchronization.
The Current TID (Transaction ID) and Altered TID values of Server and Client
Companies are maintained in their respective synchronization rules.
When the synchronization process starts, the Client sends its previous Current
TID and Altered TID values of the Server as per its Rule to the Server and the
Server checks whether the Current TID and Altered TID are the latest as per its
data. If not, the Server will respond with all vouchers having the Current TID/
Altered TID greater than incoming Rule values. These vouchers will be imported
into the Client. Thus, the synchronization will be complete and all data of the
Client gets updated at the Server and vice-versa.
Note: Current TID of voucher gets generated when a new voucher is entered and
does not change when the voucher is altered. The Current TID is used by Tally
software to find out if any new transactions have been created at the remote-end
since the last synchronization.
Note: Altered TID of voucher gets generated each time the voucher is altered or
re-accepted. Altered TID value is dynamic and is used by Tally software to find
out if any transactions have been altered at the remote-end since the last synchronization.

33

5. Synchronizing initial vouchers

Tally maintains Current TID and Altered TID of the Server and Client company
along with the Server/Client Rules. Synchronizing back-dated vouchers would
mean updating these IDs in the respective companies.
The problem of updating these IDs are compounded if you have set up synchronization between companies having large amount of data.

The initial synchronization can take a long time over the Internet.
The Client computer is also likely to display an out of memory error.

Besides, if synchronization takes place in the middle of the year, the masters
without any transactions in them will not get synchronized.
In such cases, there are two options available to proceed with synchronization.
Option 1: Export data of the source company (in XML format) to a disk file and
import the same into the target company. Perform the following steps to ensure
proper updation of Remote IDs in the corresponding Rules.
When Client sends data to the Server

Create a Client Rule.

Select Synchronize on Client which creates the corresponding Server
Rule.
Activate the Server Rule.
DO NOT synchronize again. Instead export all masters (in XML format)
from the Client to disk file.
Export all vouchers (in XML format) from the Client to disk file.
Import the masters into the Server from disk file.
Import the transactions into the Server from disk file.
The Current TID and Altered TID of the last imported voucher gets
updated in the Server Rule.
Subsequent Current TIDs and Altered TIDs would be incremental.

35

Back - dated vouchers

If you wish to synchronize over LAN / Internet, you can send one packet
of 25 transactions at a time by selecting Sync over slow connection in the
Client Rule. This will avoid out of memory errors.

When the Client retrieves data from the Server

Create a Client Rule.

Select Synchronize on Client which creates a corresponding Server Rule
on the Server.
Activate the Server Rule.
DO NOT synchronize again. Instead export all masters (in XML format)
from the Server to disk file.
Export all transactions (in XML format) from the Server to disk file.
Import the masters into Client.
Import the transactions into the Client from disk file. Go to Gateway of
Tally > Import of Data > Synchronization > Client Rules > Import Initial

Option 2: When substantial data exists at Client and Server, users have the
option to update the Server and Client by creating a snapshot file at the source
and importing it to the destination computer.
The process for updating Server is

Create the Client Rule.

Choose Synchronize to activate the option Export/ Import Snapshot.
Export the snapshot at Client .Go to Gateway of Tally > Import of Data >
Synchronization > Client Rules > Alter > Choose the Rule > Export Snapshot.
Copy the snapshot file to any storage media
Activate the Server Rule.
Import the snapshot file from the above storage media at the Server. Go
to Gateway of Tally > Import of Data > Synchronization > Server Rules >
Alter > Choose the Rule > Import Snapshot.

The process has to be reversed for updating Client.

36

6. FAQs
1. How is Data Synchronization priced?
Answer
Data Synchronization using the TallyLink Server is today a free service provided
by Tally. If Data Synchronization is done directly, that is, using own IP Address,
then Server Capabilities and Client Capabilities have to be activated, for which a
licencing fee has to be paid. The current rate for the same is Rs. 36,000/- for
Server Capability and Rs. 3,600/- for each Client Capability.

2. What are the additional system requirements for Data Synchronization?

Answer
The foremost requirement is Internet connectivity. Data Synchronization can be
done on normal PC and does not require any additional hardware. However, for a
smoother process the minimum requirement of Pentium IV processor with
Windows XP or Windows 2000 and a 512 MB RAM, have to be met.
3. What is the difference between Data Synchronization and Data Import/Export?
Answer
Particulars

Import/Export

Synchronization

Moving Masters

Masters have to be
imported manually.

Automatically creates
the masters while
transferring the vouchers to the location.

Rectification/Alteration of
previously imported
vouchers

Voucher has to be rectified manually. Else, it

will neither be overwritten nor rectified automatically.

Vouchers are automatically rectified (if

option is chosen for
the same).

37

FAQ

Particulars

Import/Export

Synchronization

Duplication of data

On repeated import or
export the same vouchers could have been
imported earlier.

Duplication of data is
avoided.

Connectivity

Companies need not be

connected when exporting or importing data.

Server and Client

have to be connected
at the time of synchronizing data.

4. What is TallyLink Server?

Answer
TallyLink Server is used to transmit data between two Tally instances using the
synchronization module provided by Tally.
5. When is TallyLink Server used?
Answer
TallyLink Server (TLS) is used where the user does not have a static IP address or
does not wish to use it.
6. Do I need a static IP Address when using TallyLink Server?
Answer
No, you dont need a static IP address. It works on any dial-up system and uses
the IP address that is provided by the service provider. Tally uses unique TallyLink
Id feature to identify the Tally Server and Tally Client.
7. Can I do Data Synchronization within a LAN?
Answer
Yes, provided you have Tally Server capabilities and Tally Client capabilities
activated for your Tally serial numbers.

38

FAQ

8. Can I do Data Synchronization via VPN (Virtual Private Network)?

Answer
Yes.
9. Can I synchronize data using two single user licences of Tally?
Answer
No. Data Synchronization requires a multi-user licence for the Server even if there
is only a single user. The licence of the Client can be either single user or multiuser.
10. Can I create more than two Rules for synchronization from one company?
Answer
Yes. There is no limitation on creation of Rules from a Client.
11. Can I have two TallyLink Server IDs for one Tally serial number?
Answer
No, only one unique TallyLink ID is available for each Tally serial number and it
cannot be changed once registered with Tally.
12. How often does synchronization need to be done?
Answer
Tally provides complete control over the frequency of replication. The user can opt
to replicate the data whenever required.
13. How long does it take to synchronize data?
Answer
Data can be synchronized vide various media available today -- V-SAT, VPN
Tunnel, broadband connection, ISDN Dial Up, Normal Dial Up, and so on.

39

FAQ

The speed of synchronization depends on the bandwidth of the Internet connection you are using. On a good connection, it takes approximately 3 to 4 minutes to
transfer 1 packet, that is, 25 vouchers.
14. Can I skip certain vouchers while synchronizing?
Answer
No. Synchronization cannot be done for select vouchers.
15. Can I synchronize my Bank reconciliation between Server and Client?
Answer
Yes.
16. Can I synchronize masters alone?
Answer
No. Accounting and Inventory Masters such as ledgers and stock items get synchronized along with the transaction.
17. Can a Server initialize Data Synchronization?
Answer
No. A Client needs to initiate Data Synchronization.
18. Why cant synchronization be initiated by a server?
Answer
Synchronization of data has to be initiated at the Branch/Client level after updation
of books of accounts. Moreover, Client always initiates synchronization as the
Server Rule gets created implicitly when a Client Rule tries to synchronize with the
Server.

40

FAQ

19. If I rewrite books of the Server or Client, what is the impact on Data Synchronization?
Answer
There will be no impact on the Data Synchronization unless the data is corrupted.
20. Can optional vouchers be synchronized?
Answer
Yes. All vouchers (Optional/ Memorandum/ Reversing Journal/ Cancelled) get
synchronized in the process.
21. What happens when the Internet connection breaks during Data Synchronization?
Answer
If the connection breaks, synchronization will resume from the last successfully
sent transaction.
22. How will I know if my Server is connected to the Internet at the time of synchronization?
Answer
To check at the Client level, open web browser and type http://serveripaddress:tallyport, example, http://198.162.1.64:9090. If you recieve an HTML/XML response,
the Tally server is connected.
At the Server level, the calculator panel will display message Successfully
connected to Link Server with ID XXXX (Server ID).

41

FAQ

23. Why is Data Synchronization slow?

Answer

Amount of data transferred at a time is too high.

Internet connection is slow, i.e. the bandwidth is too low to transfer the
data.
The hardware is below recommended minimum (RAM is below 512/128
MB or processor is below P4) .

24. How do I get a secure connection?

Answer
Since data is not encrypted by default during synchronization, you can use https in
the pass-through web page for greater security. This option is however available
only when using IP address.
25. What is https?
Answer
It is a protocol for encrypted transmission over TCP/IP networks, which sets up a
secure end-to-end link over which HTTP or any other application protocol can
operate. The most common application of SSL is HTTPS for SSL-encrypted
HTTP.
26. What is a web page pass-through?
Answer
A web pass-through page is a web page which acts as a mediator for transmitting
data. It is used in the following scenarios.

42

When a Web Server and Tally Server reside on the same machine and
are connected to the Internet, and for security reasons only Port 80
(Default port for the Internet) is made available to the outside world. In
this case, you will run Tally on a specific port (say, 9090) and develop a
web page as a pass-through which redirects all responses to this port.

FAQ

When it is not desirable to have Tally outside the firewall, a web passthrough page can be used to connect to the Tally Server within the firewall.
When users do not want to expose the real path of the Tally Server, a
pass-through page can be used to direct to a virtual directory.

27. Can data from many locations be synchronized to one single company?
Answer
Yes, data can be synchronized from more than one location to a single Server
Company. However, on account of the two-way synchronization function of Tally,
by default the data will be exchanged from one company to another. For example,
say Company A in Ahmedabad and Company B in Baroda wants to synchronize
their data at the HO in Mumbai to reflect a consolidated position. On account of
two way synchronisation, the data of Company A will, by default, get transferred to
Company B through the HO. To prevent this, Tally would need to be customised
(charges extra) to add the feature One Way Sync.
28. Is Data Synchronization possible between two different companies?
Answer
Data Synchronization is possible between any two companies using Tally.
However, no data can be synchronized unless the Server Rule is activated for the
company on the Server.
29. I have been using Tally 7.2 and want to use the facility of synchronization in
Tally with my Branch. However, the data is too voluminous. Is there any option
available wherein the data transfer will be faster?
Answer
Yes, you can use any one of the following options. First you have to migrate from
Tally7.2 to Tally9.

Export/ Import of the already existing data. (Refer Chapter 5)

Snapshot facility.

43

FAQ

30. I have been using Tally 7.2 and wish to split the company data. Will there be a
problem in synchronization?
Answer
Yes, but first you have to migrate from Tally7.2 to Tally9. Once the data is split, the
old company Rule will not be used. You have to create a new Rule and run the
synchronization cycle.
31. Who do I contact for support on Data Synchronization?
Answer
For support, please contact

44

support@tallysolutions.com
1-800-425-8859 and (toll-free) for BSNL / MTNL subscribers
1-800-22-8859 for all other subscribers or the nearest TASC (Tally
Authorized Service Center)
Vendor from whom you have purchased Tally

Feedback

Name:___________________ Organisation:_____________________________
Address:_________________________________________________________
Telephone No.:____________________ Email ID:_________________________
Please rate your responses on a 5 to 1 scale, where 5 is Excellent
and 1 is Poor.
No.

Question

1.

How useful is the material?

2.

Your understanding of Data Sync. in Tally is...

3.

How clear are the system requirements for

Data Synchronization?

4.

How clear are the differences between licensing requirements for Data Synchronization
using TallyLink Server and Virtual Private Network?

5.

Your understanding about the use of singleuser/multi-user licences is...

6.

How well are you able to use the Data Synchronization feature in Tally?

7.

How well-defined is the process of Data Synchronization in the material?

8.

The trouble-shooting tips are...

9.

How well have you understood when to use a

web page as a pass-through?

10.

How well are you able to synchronize backdated vouchers?

11.

How appropriate is the choice of media (Book

and Demo CD)?

12.

The coverage of the topic Data Sync. is...

13.

The case study that has been used is...

14.

Rate the usefulness of the Demo CD.

45