Tally ERP Integration with vTiger CRM

Vtiger Tally ERP Integration

Vtiger and Tally ERP integration is one of the most sought after implementation. Without a doubt, Vtiger is one of the best free and open source CRM solutions on the market. Tally ERP, on the other hand, is the sole accounting software that dominates the Indian market.

Whether your business is mid-size or large you need to sync the two together if you are considering using Vtiger CRM at your workplace. This integration syncs all your Sales Orders, Purchase Orders, Quotes and Clients between the two systems Vtiger and Tally ERP. As Vtiger is web based your staff inputs from their login can be pulled from Vtiger to Tally ERP between the modules mentioned above. The staff might be on their move using Vtiger on their mobile or laptop and still your Tally would capture their inputs.

Basically, depending on your needs, the connection syncs accounting, payroll, compliance, inventory, finance, and more effortlessly. Small and medium-sized enterprises utilize the business management tool Tally for accounting, inventory, and payroll.

Features

  • Mainly it include the ability to quickly handle inventory by synchronizing all of your ledgers, stock items, and sales certificates from Tally to Vtiger’s Organizations, Products, and Invoices.
  • Connect data Tally and Vtiger CRM communication both directions
  • Resolve data inconsistencies between accounting apps and the database for accounting, sales, and customer information.

Benefits:

  • Access the same data from both platforms with a single entry.
  • Keep track of all accounting data with the CRM.
  • You can update the data on invoices and payments for the sales team.
vtiger tally erp integration

Further, you will require a VPS or a Dedicated Server to run the sync successfully. Many web hosting companies offer Vtiger on their shared hosting accounts. However, it is not recommended to use shared plans when integrating it with third-party applications. Many server-side changes will be required for the sync, which can only be performed with root access. Developers can handle such changes if syncing of Vtiger with Tally happens on a Dedicated Server or a Virtual Private Server.

We have performed Vtiger and Tally ERP sync for clients, as well as customizing the Vtiger UI. Our average charge to integrate the two system is USD5000.