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Tally Integration

Turn accounting records into timely follow-ups.

Connect Tally, map party ledgers to contacts and create WhatsApp reminders from receivables and payables.

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What you can do with Tally Integration

Your accounting records already contain much of the information needed for a payment follow-up. PingDaily's Tally integration connects your business and branches so you can work from synchronized records instead of copying outstanding balances into a separate reminder list.

Branch connection and sync

Pair the Windows connector on the computer running Tally. Review branch connection status and synchronization activity from PingDaily.

Party-to-contact mapping

Map Tally party ledgers to PingDaily contacts. Review phone numbers and mappings before using them to address customer or supplier messages.

Configurable reminder rules

Use receivables and payables rules to create reminders from outstanding records. Select approved templates and review the rules before enabling automatic creation.

How it works

  1. 1

    Enable the integration, create a branch and pair the connector on your Tally computer.

  2. 2

    Synchronize records and review the party-to-contact mappings.

  3. 3

    Choose the reminder rules and templates, then monitor generated reminders.

Example workflow

Outstanding customer payments

An accounts team reviews synchronized receivables, checks that each party is mapped to the right contact and enables a payment reminder rule. Replies arrive in the inbox for the team to handle.

Read the Tally payment follow-up guide →

Questions about Tally Integration

Does Tally need to stay connected?

Yes. Synchronization depends on the connector reaching your Tally installation. Review branch health and the last synchronization status if records stop updating.

Can I connect multiple branches?

The integration supports branch-level connections within your business. Each branch needs the appropriate pairing and synchronization setup.

Does this include automated stock alerts?

The current reminder workflow described here covers receivables and payables. Automated low-stock alerts are not currently supported.

Build the rest of your workflow

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