Auto synchronization in TALLY
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The document provides a detailed guide on setting up an auto synchronization add-on for Tally, allowing users to schedule automatic data synchronization at specified times. It outlines the necessary configuration steps for both client and server systems and emphasizes the importance of backing up company data before installation. Additionally, users must restart Tally after any changes to synchronization settings, and specific configurations are required on each machine.
Auto synchronization in TALLY
- 2. INTRODUCTION With this Add-on, User can able to schedule the synchronization for a specific period. Tally will automatically synchronize the data on defined time. Important As a best practice it is advisable to take back up of your company data before installing the Add-on
- 3. NOTES This add-on requires restarting Tally at every time of any changes made in Auto Sync configurations. The Auto Sync configuration is machine specific and needs to be done on each machine. Time has to be defined at one time. Data will be automatically synchronized on every day.
- 4. SETUP GUIDE 1. Configure your TDL file by going to Gateway of Tally F12: Configure T: ProducT & Features F4: Manage Local TDL.
- 5. 2. After configuring the Add-on, In Client System, from Gateway of Tally go to F12: Configure C: AdvanCed Configuration. In this change Tally.ERP 9 acting as Client. It shows in the following screen.
- 6. 3. After this, to create rule for Master from Gateway of Tally go to O: ImpOrt Data O: SynchrOnisation C: Client Rules C: Create. It is shown in the following screen.
- 7. 4. The above procedure is same to create rule for Transaction. In this select Direction of Sync as “Both”. If select both, Voucher Type Allow/Disallow List screen will open. This is used to control which voucher has to be synchronized in both side.
- 8. The following screen shows the Transaction rule creation.
- 9. 5. After creation the client rules, from Gateway of Tally select “Alt+A or A: Auto Sync “.
- 10. In this, user has to set preferred time for synchronization.
- 11. 6. The following screen will shows the synchronization process.
- 12. 7. In server system, after configuring the Add-on From Gateway of Tally go to F12: Configure C: AdvanCed Configuration. In this change Tally.ERP 9 acting as Server. It shows in the following screen.
- 13. 8. From Gateway of Tally go to O: ImpOrt Data O: SynchrOnisation S: Server Rules A: Activate.
- 14. The following screen shows the activation of Master Rule.
- 15. The following screen shows the activation of Transaction Rule.
- 16. 9. From Gateway of Tally select “Alt+A or A: Auto Sync “.
- 17. In this, user has to set preferred time for synchronization. It should be differ from Client System.
- 18. The following screen shows the synchronization process in Server System. The synchronization of data will be automatically done on every day at user preferred time.
- 19. THANK YOU