Connecting TallyPrime
Pair a computer, choose a company, and keep the connection working.
What a connection is
One TallyPrime company on one computer you have paired. Every action works on exactly one.
How pairing proves it is yours
No API keys to copy. The connector shows a code only on that computer's screen. Entering it proves you are at that computer.
- 1
Open the connector on the computer that has TallyPrime.
- 2
In your dashboard choose Connect TallyPrime and name the connection.
- 3
Enter the 6-character code. It works for five minutes. The connector shows a new one if needed.
- 4
Choose the company, and approve.
One connection, one company
If a different company is open when a workflow runs, the step fails and names both. It never writes into the wrong books. For a second company, add a second connection. One installed connector works for all of them.
Connection states
| State | Means | What to do |
|---|---|---|
| Connected | Set up and ready to run automations. | Nothing. |
| Setup unfinished | Pairing was started but not finished. | Choose Finish setup and enter the pairing code. |
| Needs reconnecting | The saved sign-in no longer works. | Choose Reconnect. Automations fail until you do. |
| Disconnected | You disconnected it. | Reconnect the same computer whenever you like. |
Checking health
Check connection checks three things in order: is the connector running, is TallyPrime answering, is the right company open. It changes nothing, so it is always safe.
You rarely need it. The dashboard updates itself. When a connection goes down, the account owner gets an email (at most once every six hours per company). Choose which alerts you get under Settings → Notifications.
Disconnecting and deleting
Disconnect
Every application using it stops at once, and its workflows fail with an error. You can reconnect the same computer later.
Delete
Removes the connection for good. Your books in TallyPrime do not change.
Working with several connections
Name them after the company or office, so the approval screen is clear.
Each workflow points at one connection, chosen when the application was authorized.
Your plan sets how many you can connect.
Something missing on this page? Tell us and we will fix it.