# 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>

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaSdsy5m7zZT3Tdcvjx%2Fimage.png?alt=media\&token=40751d0d-8f29-482f-91d0-9f4d1340836a)

### Step 2: Select Advanced Configuration

Select ‘Advanced Configuration’ to proceed further<br>

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaSeCsh9_pApNOYi2fQ%2Fimage.png?alt=media\&token=f60881f2-dec3-4095-b69f-bd628d7abe10)

### Step 3: Select Options under Tally ERP9

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaSenwBXoLXKmqoewj4%2Fimage.png?alt=media\&token=1b6b0b51-35c1-48b4-9560-9bf40b462560)

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaSf0j5bcC3SOB2MenW%2Fimage.png?alt=media\&token=70a2aa1b-2be8-4853-a91a-8056b7f7b22f)

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaSfMQmzJyctlcSbT0c%2Fimage.png?alt=media\&token=fc1b339c-471a-4339-93bf-84e9f94ed060)

{% 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>

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaSftvkDXrJyoTg22T3%2Fimage.png?alt=media\&token=b15d4f96-27c0-4bf1-ad27-6898baf715b7)

### 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 %}

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaSmgEAVHsrKteESZFU%2Fimage.png?alt=media\&token=1d62d345-8e30-41f5-b777-f0b24324e6ff)

{% 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’

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaSnm8xZDdYhTFV000t%2Fimage.png?alt=media\&token=105f6ef5-e6e0-41c4-a287-a8041b2239e2)

### Step 2: Select Settings

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaSo3g7Ccp-_0_SfhxG%2Fimage.png?alt=media\&token=7b5fc4ba-fd8b-4310-9125-3f9459312b03)

Under ‘Settings’, select ‘Connectivity’

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaSoODm64QqXdZIIHEw%2Fimage.png?alt=media\&token=59c17cce-2022-43c3-8840-2cbbbb576b18)

### Step 3: Select Client/Server Configuration

Now Select the ‘Client/Server Configuration’

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaSt5G8E5Vocz0Wj0Bl%2Fimage.png?alt=media\&token=fd93ba69-5e32-47d9-bfc1-3759476b3d86)

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaT0BsVkMMs8AIeGeEM%2Fimage.png?alt=media\&token=35c755d0-8097-47f8-9c17-3587917290b2)

Click ‘Yes’ to restart Tally Prime

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaT0Ql2G3QuaryMoOEN%2Fimage.png?alt=media\&token=532cc371-3f09-4974-b3c0-c23f7597564b)

{% 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>" %}
