This document provides instructions for setting up automatic synchronization of Tally data between a client and server system on a defined schedule. It involves configuring the TDL file, creating master and transaction synchronization rules on both the client and server, and setting the preferred synchronization time on each system. Once configured, Tally will automatically synchronize data between the client and server machines at the scheduled times without any further user input.

1. AUTO
SYNCHRONIZATION

2. INTRODUCTION
➢ This Add-on enables the User to schedule the synchronization for a specific
period.
➢ Tally will automatically synchronize the data on a defined time.
Important
As a best practice, it is advisable to take a backup of your company data
before installing the Add-on

3. NOTES
➢ This add-on requires restarting Tally every time, any changes are 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 once and the Data will be automatically
synchronized 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 the Client System, go from Gateway of
Tally to
F12: Configure → C: AdvanCed Configuration.
Here, Tally.ERP 9 acts as the Client. It is shown on 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 the same to create rule for Transaction. Here, select
Direction of Sync as “Both”. When “both” is selected, Voucher Type
Allow/Disallow List screen will open. This is used to control the voucher to
be synchronized on both sides.

8. The following screen shows the Transaction rule creation.

9. 5. After creation of the client rules, from Gateway of Tally select “Alt+A or A:
Auto Sync “.

10. Now, the user has to set preferred time for synchronization.

11. 6. The following screen shows the synchronization process.

12. 7. In the server system, after configuring the Add-on, open Gateway of Tally
and go to F12: Configure → C: AdvanCed Configuration.
Here, Tally.ERP 9 acts as the Server. It is displayed 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. Now, the user has to set the preferred time for synchronization. It should differ
from the Client System.

18. The following screen shows the synchronization process in the Server System.
The synchronization of data will be automatically done every day at the user’s
preferred time.

19. THANK YOU