# Tally

> Pull ledgers, outstanding bills and full voucher history from a live Tally server into OneBooks through the Tally connector, in the right order.

Canonical: https://docs.getonebooks.com/integrations/tally/
Language: en
Documentation index: https://docs.getonebooks.com/llms.txt

The Tally migration moves a business from Tally ERP 9 / TallyPrime. It talks to Tally's XML server through the OneBooks Tally Connector, shows everything in the import wizard, and posts history at the original dates. The Tally app is enabled per business by support — contact support (see [Get support](https://docs.getonebooks.com/reference/get-support/)) and it appears under **Apps** as **Tally ERP 9**.

## Prepare Tally

Enable **ODBC/XML Server** in Tally's configuration (F1 → Configuration; default port 9000). Tally's gateway has no authentication, so only expose it over a VPN or an IP-restricted connection you control — never the open internet.

## Connect

1. Open **Apps → Tally ERP 9** and select **New Tally Connection**.
2. Enter a label, the **host** and **port** of the Tally server, and the **company** name as it appears in Tally.
3. Select **Test Connection**; it must report **Reachable**.

## Sync, in this order

| Target | What it brings | When |
|---|---|---|
| **Ledgers** | Chart of accounts, customers and suppliers — masters only, no balances. | First, always. |
| **Vouchers** (recommended) | Full history — sales, purchases, returns, payments, receipts, journals, contra — replayed as journal entries with real dates. Supplies the real balances. | After Ledgers. |
| **Receivables** / **Payables** | Alternative to Vouchers: only the open customer and supplier bills, no P&L history. | After Ledgers, instead of Vouchers. |

Each sync opens the import wizard with a preview and validation; nothing is written until you commit, and a failed commit rolls back completely. **Last synced** shows on the connection.

## After migrating

Compare **Reports → Trial balance** with Tally's trial balance at the same date, then continue in OneBooks. See [Migrating to OneBooks](https://docs.getonebooks.com/getting-started/migrating/).

## Related

  - [Import and export](https://docs.getonebooks.com/data/import-export/)
  - [Opening balances](https://docs.getonebooks.com/accounting/opening-balances/)