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’

Step 2: Select Advanced Configuration

Select ‘Advanced Configuration’ to proceed further

Step 3: Select Options under Tally ERP9

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

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

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

Step 4: Save & Restart

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

Step 5: Checking Tally

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

Configuring Tally Prime

Step 1: Open Tally Prime

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

Step 2: Select Settings

Under ‘Settings’, select ‘Connectivity’

Step 3: Select Client/Server Configuration

Now Select the ‘Client/Server Configuration’

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

Click ‘Yes’ to restart Tally Prime

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