The Really Simple Systems Tally interface allows CRM users to see real-time Tally customers’ account information, to create and amend Tally customer data from the CRM system, to click through from an Account to that customer's page in Tally, and to pass Opportunities to Tally as Invoices. Tally fields available: The following fields can be displayed on the Account page:
- Ledger Code (with hyperlink to Tally)
- Ledger Balance
- Overdue
- Last Invoice Date
- Total Sales
Note that the Total Sales value shown in the CRM system excludes VAT, whereas the Total Sales field in Tally includes VAT.
Setting Up
To integrate Really Simple Systems and Tally first enable the Tally API by logging into Tally and clicking Settings > API Settings > Tick the box for enable the API, untick restrict by IP address and click Update. Setting up the interface from the Really Simple Systems currently needs to be done by their support team. Please contact the support team by e-mailing freesupport@reallysimplesystems.com if you’d like the interface enabled. The Ledger Code is held in a Custom Field. Any Custom Field on the Account can be chosen. The other values are defined in the Form definition and are not held on the Account record. If the system is configured to link to Tally then a Type of LedgerCode will be available on the Custom Fields page. The system will also need your Tally login username and password.
Using
You can add CRM Accounts to Tally customers, and update Tally customers that are already linked, from the Account page. If the Ledger Code on the Account page is blank, or does not exist in Tally, then an “Add to KashFlow” button will appear on the Account page. Clicking the button will bring up a dialogue box asking you to confirm the creation of the customer in Tally, and allowing you select which Contact will be passed. If the Ledger Code is blank then Tally will create a default Customer Code and the Account will be updated with that Code. If the Ledger Code has a value then that value will be used for the Tally Customer Code. If the Ledger Code on the Account page has a Customer Code that is present in Tally, then an 'Update KashFlow' button will appear on the Account page. Clicking the button will bring up a dialogue box asking you to confirm the update to the customer in Tally, and allowing you select which Contact will be passed. When you add or update a customer the Customer Notes in Tally it will show the time, date and user who made the update change.
Adding Tally customers to the CRM system
If you are already using Tally and have Tally customers who are also CRM Accounts, then you can link the two simply by entering the Tally Customer Code into the Ledger Code field on the Account.
Adding Quotes and Invoices from Opportunities
You can create Tally Quotes and Invoices from Really Simple Systems from Opportunities. At the bottom of the Opportunity page you’ll see two extra buttons, Quote and Invoice. Clicking the appropriate button will generate a Quote or an Invoice in Tally. VAT will automatically be added unless you are not registered (as defined in the Tally Settings); or the customer is defined as being outside of the EC; or the customer is defined as being in the EC and has a VAT number.
Importing Tally Customers into Really Simple Systems
If you are an existing Tally user and new to Really Simple Systems, you can import all your customers from Tally by exporting them from Tally as a CSV file Settings > Sage Export and then using the standard Data Import function within Really Simple Systems.