# Configuring Tally

## Guide to Configure Tally to Import Data

### Step 1: Open Tally ERP9

Open ‘Tally ERP 9’ on your desktop and in the ‘Gateway of Tally’ , press ‘F12:Configure’<br>

![](/files/-MaSdsy5m7zZT3Tdcvjx)

### Step 2: Select Advanced Configuration

Select ‘Advanced Configuration’ to proceed further<br>

![](/files/-MaSeCsh9_pApNOYi2fQ)

### Step 3: Select Options under Tally ERP9

Under ‘Tally ERP 9 is acting as’ option , select ‘Both’<br>

![](/files/-MaSenwBXoLXKmqoewj4)

Under the ‘Enable ODBC server’ option , Select ‘Yes’

![](/files/-MaSf0j5bcC3SOB2MenW)

Lastly, under the ‘Port’ option → Select ‘9000’ to proceed

![](/files/-MaSfMQmzJyctlcSbT0c)

{% hint style="info" %}
You will be able to change this port to any other number, for example, 5000 if 9000 port is blocked by your antivirus settings
{% endhint %}

### Step 4: Save & Restart

To save the changes made & restart Tally ERP 9 , click on ‘Yes’<br>

![](/files/-MaSftvkDXrJyoTg22T3)

### Step 5: Checking Tally

Go to the browser and enter [http://localhost:9000 608](http://localhost:9000/) in the search bar to check that Tally ERP 9 server is running

{% hint style="info" %}
&#x20;*If Tally is installed on another computer, then instead of the localhost you can enter IP address in the above URL. For example, if Tally is installed on a computer with IP address of 192.168.5.53 then enter 192.168.5.53:9000 in the browser to see the above message.*
{% endhint %}

![](/files/-MaSmgEAVHsrKteESZFU)

{% hint style="success" %}
Congratulations! You have successfully configured Tally to accept connection from ClearTax GST
{% endhint %}

## Configuring Tally Prime

### Step 1: Open Tally Prime

Open ‘Tally Prime’. Under ‘Gateway of Tally’, Click on ‘F1’

![](/files/-MaSnm8xZDdYhTFV000t)

### Step 2: Select Settings

![](/files/-MaSo3g7Ccp-_0_SfhxG)

Under ‘Settings’, select ‘Connectivity’

![](/files/-MaSoODm64QqXdZIIHEw)

### Step 3: Select Client/Server Configuration

Now Select the ‘Client/Server Configuration’

![](/files/-MaSt5G8E5Vocz0Wj0Bl)

Under ‘Tally Prime acts as’,  select ‘Both’\
Under ‘Enable ODBC’, select ‘Yes’\
Under ‘Port’, enter any 4 digit number

![](/files/-MaT0BsVkMMs8AIeGeEM)

Click ‘Yes’ to restart Tally Prime

![](/files/-MaT0Ql2G3QuaryMoOEN)

{% hint style="success" %}
Congratulations! You have successfully configured Tally Prime to accept connection from ClearTax GST
{% endhint %}

## Feedback

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSdRIITthCEouHmXIUKEjmGpi_pTTRLKBfXhvu_LTubABfKBEA/viewform?usp=pp_url&entry.571883827=Configure+Tally+to+Import+Data>" %}


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