---
description: Learn how to import data into ClearGST using the Tally Connector
---

# User Manual for GST Tally Connector

## Guide to Import Data using the Tally Connector

Before you begin importing your data into ClearGST using the Tally Connector, ensure your [**system meets the requirements**](prerequisites-to-configure-tally-for-gst) and that your Tally is [**configured** ](configuring-tally)

### Step 1: Login to ClearTax GST

Login to ClearTax GST and select  ‘Import Data’ to import data into ClearTax

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-Ma8E8g8GYFQJdpvEPu1%2F-Ma8JlK9Ep3ZE4Nly-xv%2Fimage.png?alt=media\&token=b4006934-e76a-4f47-bd95-206edb3545da)

### Step 2: Select Business

Select a ‘Business’ for which you want to generate your invoice.&#x20;

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-Ma8E8g8GYFQJdpvEPu1%2F-Ma8PB0fOUZ3b9ODC-Ox%2Fimage.png?alt=media\&token=78eb2d1c-fe9a-479c-90da-504c021d6082)

### Step 3: Select Return Period & Document Type

Select the ‘Return Period’ & the ‘Document Type’ for which the data needs to be imported. Then click ‘Continue’  to proceed further.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-Ma8nQMsD-acTvKDj8dA%2F-Ma8uoUUDsyOtWHEUOGC%2Fimage.png?alt=media\&token=79cde6b8-925e-4a76-84f7-f8c171f5816f)

### Step 5: Choose a method

Under ‘Choose a method to import your data’, select ‘Tally’

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MalPgfLnnF1Rw2mbxfR%2F-MalU8CWgDphRsqcZibv%2Fimage.png?alt=media\&token=9078553c-5cd3-45e1-bb9c-3eab5c8acb50)

### Step 6: Select Tally Connector

Click on ‘Tally Connector’ to directly connect your tally & import data into ClearTax. Click [here ](configuring-tally)to learn how to configure tally connector to import data.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MalPgfLnnF1Rw2mbxfR%2F-MalUOc0GT9LTEkMBfxq%2Fimage.png?alt=media\&token=72a086b9-01e6-4be3-aa6f-0bd50f91e6ae)

The ClearTax GST Desktop app will establish a connection with Tally.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MalPgfLnnF1Rw2mbxfR%2F-MalUvmR-GGVX7e5ShIN%2Fimage.png?alt=media\&token=ffa93bdc-ff5a-4d83-8829-c4bcc8677d71)

The following can be reasons if there is an error while connecting the ClearTax Desktop App & Tally:

* If the Tally is running on another machine, enter the IP address of the other machine in Tally host & click on the ‘Retry’ button.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MalPgfLnnF1Rw2mbxfR%2F-MalVF0MI7XK-t_4dGGr%2Fimage.png?alt=media\&token=b97ad9be-feff-4faa-9eae-2172dd2f257e)

* If the Tally is running on another port, enter the port number in Tally port & click on the ‘Retry’ button.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MalPgfLnnF1Rw2mbxfR%2F-MalWAYCPf9b2XqMFNrU%2Fimage.png?alt=media\&token=c5b5661a-eeb3-40f0-91d3-4bd0edb48304)

* In case your firewall is blocking Tally, click on ‘Go to Guide’ button & follow the steps to resolve the same.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MalPgfLnnF1Rw2mbxfR%2F-MalWXmX_PBhoNj99wYQ%2Fimage.png?alt=media\&token=81446d7b-0001-4d20-a1b6-d9e979fc938f)

* In case there is another issue while establishing a connection, click on ‘Raise a request for support’ button to get in touch with our support team or you can also use the ‘Tally Excel Report’.

{% hint style="info" %}
&#x20;In case you are facing issues while connecting with Tally, follow these[ steps ](https://assets1.cleartax-cdn.com/s/img/2020/01/14131324/Windows-defender-configure-Tally-Connector.pdf)to check your Anti-virus & Windows defender configuration.
{% endhint %}

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MalPgfLnnF1Rw2mbxfR%2F-MalX438xO6W9khSpBbZ%2Fimage.png?alt=media\&token=97f21f2d-ed54-454b-8c96-81046f9940f5)

{% hint style="success" %}
Congratulations! ClearTax GST Desktop app is now successfully connected with Tally.
{% endhint %}

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MalPgfLnnF1Rw2mbxfR%2F-MalXQdxKYSf3rZ1-Gtw%2Fimage.png?alt=media\&token=af557091-0ccf-4a71-9f04-76355c38fcea)

{% hint style="info" %}
In case more than one company is detected with the same GSTIN, select the desired company. Click on ‘Proceed’ button
{% endhint %}

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MalPgfLnnF1Rw2mbxfR%2F-MalXoq4qu8qhH54kG7c%2Fimage.png?alt=media\&token=2c7ad42d-6879-49fc-b47a-10169b7ae5e1)

### Step 7: Import data

Select the Period for which you want to import data ,once done, click on ‘Start importing data’ button to import the data.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MalPgfLnnF1Rw2mbxfR%2F-MalYD699H982zZeXZKw%2Fimage.png?alt=media\&token=e4dcab70-d248-4bfa-94a7-c2b5e9e652b4)

{% hint style="info" %}
Before importing data from Tally, make sure the same Business/GSTIN is open in Tally. If not, then go to Tally & open the business for which you want to import data. Then go back to the Desktop app & click on the ‘Retry’ button.
{% endhint %}

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MalPgfLnnF1Rw2mbxfR%2F-MalYfSXijWQh1ezf8sD%2Fimage.png?alt=media\&token=371e7f31-7375-40f6-8725-d2ed82d8efed)

{% hint style="info" %}
In case the data cannot be imported, make sure: Tally is open & running in the background and check if your internet connection is working
{% endhint %}

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MalPgfLnnF1Rw2mbxfR%2F-MalZ8IlpW1czlvn_fhO%2Fimage.png?alt=media\&token=6b9d6ee5-f378-4747-8e18-4fff9a30942f)

{% hint style="info" %}
Click on the ‘Settings’ button to configure the ‘ODBC port number’ & ‘Host Server’ settings. Click on the ‘Reconnect’ button to proceed.
{% endhint %}

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MalPgfLnnF1Rw2mbxfR%2F-MalZUUOSSsspaZattbE%2Fimage.png?alt=media\&token=5991c8be-e073-49b2-8527-874dec2ab7d8)

After successful connection with Tally, the ClearTax GST Desktop app will start importing data from Tally for the selected period.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MalPgfLnnF1Rw2mbxfR%2F-MamYtmg3FmVb1gP9wM2%2Fimage.png?alt=media\&token=e7729f86-11ad-4863-9715-76f8a5280061)

{% hint style="info" %}
You can now work on different tabs in the ClearTax GST Desktop App. Click on ‘ctrl+t’ to open a tab. Please ensure that the Tally connector is being used in only one tab. Using the same in multiple tabs might lead to failure.&#x20;
{% endhint %}

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MalPgfLnnF1Rw2mbxfR%2F-MamZpAFmgZpJ83QnDlu%2Fimage.png?alt=media\&token=53428e53-3b8a-4bdc-ae0b-b69ec046307e)

### Step 8: Review Errors

Once the data is pulled, if there are any errors, you can click on the ‘Download Error Log’ button to view the errors in the invoices/CDNs in an excel format. You can also choose to ignore the errors & ‘proceed to file’.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MalPgfLnnF1Rw2mbxfR%2F-Mam_8OwnMAlMBlvTcLa%2Fimage.png?alt=media\&token=58b9718c-18a6-4b84-9626-e5261945460c)

Open the Excel sheet to view the errors in detail. You can rectify the errors in Tally against the respective invoices/CDNs.\


![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MalPgfLnnF1Rw2mbxfR%2F-Mam_HRwVfKj7CtVjsKt%2Fimage.png?alt=media\&token=c42a7af0-134d-4575-a742-fe7503e003b9)

Once the errors are rectified, go back to the Desktop app & under the ‘Import data’ tab. Choose the ‘Business’, select the ‘Return period’ & the ‘Document type’ , click on ‘Tally’ option to import data. Select ‘Tally Connector’ to import your data.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MalPgfLnnF1Rw2mbxfR%2F-Mam_bR4w3Qce4qRzwij%2Fimage.png?alt=media\&token=dcd45354-1707-4092-a6e8-ae37fe017abc)

Now all the Data is successfully imported, click on ‘Proceed to file’ to file your GST Returns.\


![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MalPgfLnnF1Rw2mbxfR%2F-MamaCSlMhB3p3hZdsll%2Fimage.png?alt=media\&token=0695c59e-45ac-4c26-85b0-1715faf3befe)
