InTouch CRM

InTouch CRM is a customer relationship management tool, just follow this quick step-by-step guide to integrate with Tally.

Setting Up

To integrate InTouch 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. Then login to InTouch CRM account > Go to My accounts (Green button located in the top right hand corner) > Integrations > select Configure on KashFlow integration > add the Tally username and Password > Click save.

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