How it fits together
The four parts of Balancely, and what happens when a workflow runs.
The pieces
Application
Lives in: Your automation platformWhat a platform signs in as: Client ID, Client Secret, redirect URLs and the permissions it may ask for.
Authorization
Lives in: BalancelyOne application allowed to use one connection, with a set of permissions. Revoke it to stop that application at once.
Connection
Lives in: BalancelyOne TallyPrime company on one computer you have paired. Every action works on this company.
Connector
Lives in: The computer with TallyPrimeA small Windows app. It only carries requests to TallyPrime.
Applications and connections are separate on purpose
What happens when a workflow runs
Your platform calls us
It sends the step data to our API with its access token.
We work out who is calling
The token tells us the application, the connection and its permissions.
We check before we write
We check that ledgers, stock items, godowns and bill references exist in your company. We also check that the entry balances.
We build the entry
The request becomes a TallyPrime voucher.
The connector delivers it
The connector saves it in TallyPrime on your computer.
We confirm it landed
We check that the entry is really in TallyPrime. Our reply shows what was saved.
Why nothing has to be opened on your network
You do not need port forwarding, a static IP, a firewall rule or a VPN.
What makes an automated entry safe
Every write is verified
We check that the entry is really in TallyPrime. Our reply shows what was saved.
A retry never doubles an invoice
If a step is sent again, it updates the same record. It never makes a second one. Send an Idempotency-Key header to control it yourself.
Checks happen before anything is written
We first check that every ledger, item, godown and bill in a request exists. So you get “the ledger X does not exist”, not a bare rejection.
Permissions
| Scope | What it allows |
|---|---|
tally.read | Read ledgers, stock items, outstanding bills and transactions from the connected company. |
tally.write | Create invoices, payments, notes, journals and ledgers in the connected company. |
connection.read | See which company and computer this connection points at. |
The person who approves an application sees these exact sentences. Anything else is refused with forbidden.
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