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AUTO
SYNCHRONIZATION
INTRODUCTION
 With this Add-on, User can able to schedule the synchronization for a
specific period.
 Tally will automatically synchronize the data on defined time.
Important
As a best practice it is advisable to take back up of your company data
before installing the Add-on
NOTES
 This add-on requires restarting Tally at every time of any changes made in
Auto Sync configurations.
 The Auto Sync configuration is machine specific and needs to be done on
each machine.
 Time has to be defined at one time. Data will be automatically synchronized
on every day.
SETUP GUIDE
1. Configure your TDL file by going to Gateway of Tally  F12: Configure  T:
ProducT & Features  F4: Manage Local TDL.
2. After configuring the Add-on,
In Client System, from Gateway of Tally go to
F12: Configure  C: AdvanCed Configuration.
In this change Tally.ERP 9 acting as Client. It shows in the following screen.
3. After this, to create rule for Master from Gateway of Tally go to
O: ImpOrt Data  O: SynchrOnisation  C: Client Rules  C: Create. It
is shown in the following screen.
4. The above procedure is same to create rule for Transaction. In this select
Direction of Sync as “Both”. If select both, Voucher Type Allow/Disallow
List screen will open. This is used to control which voucher has to be
synchronized in both side.
The following screen shows the Transaction rule creation.
5. After creation the client rules, from Gateway of Tally select “Alt+A or A:
Auto Sync “.
In this, user has to set preferred time for synchronization.
6. The following screen will shows the synchronization process.
7. In server system, after configuring the Add-on
From Gateway of Tally go to F12: Configure  C: AdvanCed
Configuration.
In this change Tally.ERP 9 acting as Server. It shows in the following screen.
8. From Gateway of Tally go to O: ImpOrt Data  O: SynchrOnisation  S:
Server Rules  A: Activate.
The following screen shows the activation of Master Rule.
The following screen shows the activation of Transaction Rule.
9. From Gateway of Tally select “Alt+A or A: Auto Sync “.
In this, user has to set preferred time for synchronization. It should be differ
from Client System.
The following screen shows the synchronization process in Server System.
The synchronization of data will be automatically done on every day at user
preferred time.
THANK YOU

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Auto synchronization in TALLY

  • 2. INTRODUCTION  With this Add-on, User can able to schedule the synchronization for a specific period.  Tally will automatically synchronize the data on defined time. Important As a best practice it is advisable to take back up of your company data before installing the Add-on
  • 3. NOTES  This add-on requires restarting Tally at every time of any changes made in Auto Sync configurations.  The Auto Sync configuration is machine specific and needs to be done on each machine.  Time has to be defined at one time. Data will be automatically synchronized on every day.
  • 4. SETUP GUIDE 1. Configure your TDL file by going to Gateway of Tally  F12: Configure  T: ProducT & Features  F4: Manage Local TDL.
  • 5. 2. After configuring the Add-on, In Client System, from Gateway of Tally go to F12: Configure  C: AdvanCed Configuration. In this change Tally.ERP 9 acting as Client. It shows in the following screen.
  • 6. 3. After this, to create rule for Master from Gateway of Tally go to O: ImpOrt Data  O: SynchrOnisation  C: Client Rules  C: Create. It is shown in the following screen.
  • 7. 4. The above procedure is same to create rule for Transaction. In this select Direction of Sync as “Both”. If select both, Voucher Type Allow/Disallow List screen will open. This is used to control which voucher has to be synchronized in both side.
  • 8. The following screen shows the Transaction rule creation.
  • 9. 5. After creation the client rules, from Gateway of Tally select “Alt+A or A: Auto Sync “.
  • 10. In this, user has to set preferred time for synchronization.
  • 11. 6. The following screen will shows the synchronization process.
  • 12. 7. In server system, after configuring the Add-on From Gateway of Tally go to F12: Configure  C: AdvanCed Configuration. In this change Tally.ERP 9 acting as Server. It shows in the following screen.
  • 13. 8. From Gateway of Tally go to O: ImpOrt Data  O: SynchrOnisation  S: Server Rules  A: Activate.
  • 14. The following screen shows the activation of Master Rule.
  • 15. The following screen shows the activation of Transaction Rule.
  • 16. 9. From Gateway of Tally select “Alt+A or A: Auto Sync “.
  • 17. In this, user has to set preferred time for synchronization. It should be differ from Client System.
  • 18. The following screen shows the synchronization process in Server System. The synchronization of data will be automatically done on every day at user preferred time.