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How to Automatically Create Sales Invoices in TallyPrime

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. Open your browser and navigate to pabbly.com/connect. Here, you can sign up for a free trial, allowing you to explore the features of Pabbly Connect.

Once you’ve signed up, log into your Pabbly Connect account. You will be directed to the dashboard where you can create workflows to automate processes. This is crucial for connecting Tally with other applications like Shopify.

2. Setting Up the Trigger in Pabbly Connect

The first step in using Pabbly Connect involves setting up a trigger. In this case, we will use Shopify as our trigger application. Search for “Shopify V2” and select it. Choose the event as “New Order” and click on the connect button.

Select Shopify V2 from the application list.
Choose “New Order” as the trigger event.
Click on the connect button to generate a webhook URL.

Copy the generated webhook URL and navigate to your Shopify store settings. Under notifications, create a new webhook for the event “Create Order” and set the format to JSON. Paste the webhook URL and save the settings to complete the integration.

3. Connecting Tally with Pabbly Connect

After setting up the trigger, the next step is to connect Tally with Pabbly Connect. Click on “Add Action” and select “Tally Prime”. For the event, choose “Check Tally Connection” and click on the connect button.

Ensure you have downloaded the Pabbly secure agent for Tally. Open it and follow the prompts to establish a connection. Once connected, you will receive a confirmation message indicating that Tally is linked successfully.

4. Creating Entries in Tally via Pabbly Connect

To create entries in Tally, you will first need to create a ledger. In your workflow, add a new action step and select Tally Prime again. Choose “Create Ledger” as the event and connect to your existing Tally connection.

Set the ledger name dynamically using data from the Shopify order.
Select the appropriate group for the ledger.
Save and test the action to ensure it works.

Once the ledger is created, proceed to create items and sales invoices similarly, ensuring that each step pulls data dynamically from the initial Shopify order.

5. Finalizing Invoice Creation in Tally

The last step in the integration process involves creating a sales invoice in Tally using Pabbly Connect. Add another action step, select Tally Prime, and choose “Create Invoice” as the event.

Make sure to set the invoice date, customer details, and item details dynamically from the Shopify order data. After filling in all required fields, save the configuration and test the invoice creation.

Conclusion

This tutorial detailed how to use Pabbly Connect to seamlessly integrate Tally with Shopify. By following these steps, you can automate your invoicing process and improve your accounting efficiency.