Overview
TallyPrime remains central to statutory accounting for many Indian companies. A bridge-based integration aligns CRM parties and invoices with Tally ledgers while respecting GST, HSN, and local compliance workflows.
What data is involved
- Party masters, sales vouchers, and tax breakdown fields as supported by your connector.
Step-by-step setup
Sign in or sign up at HelloGrowthCRM. Open the login page, enter your credentials (or use Google), or choose Sign up if you need a new account. You must be signed in before you can open Settings and connect this integration.
Open login page(opens in a new tab)app.hellogrowthcrm.com/login
Open Settings. In the left sidebar, under Admin, click Settings (you will land on the Settings area; the URL is app.hellogrowthcrm.com/settings).
Open Settings(opens in a new tab)app.hellogrowthcrm.com/settings
Go to Integrations. On the Settings screen, use the middle settings menu. Under COMMUNICATION, click Integrations (star icon). Then find and configure this connector—the connector-specific steps below pick up from here.
Open Settings (Integrations)(opens in a new tab)app.hellogrowthcrm.com/settings
- Settings → Integrations → Tally.
- Configure the Tally bridge (local gateway or approved connector) per your IT policy.
- Map GSTIN, HSN, and state codes between CRM and Tally.
- Run a trial sync and validate tax summaries.
Best practices
- Coordinate with your CA on voucher types and GST treatment before automating.
- Run parallel books checks for the first month after go-live.
Best for & common use cases
Indian SMBs that treat Tally as the source of truth for statutory books.
- GST invoicing and credit notes aligned with CRM deals.
- Party master sync for B2B accounts.
FAQ
Governance
Treat API keys and webhooks as production secrets. Align field mapping with your privacy policy and regional regulations (GDPR, marketing consent, telemarketing rules). Your admin controls which roles can install or edit integrations.