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1

[Download the plugin](#download-plugin).

Download the plugin.
2

[Locate the file path and install the integration](#install-and-set...

Locate the file path and install the integration.
3

[Configure your Tally Application](#configure-integration).

Configure your Tally Application.
After setup, change or modify the settings in your Tally application to make the four flows of the integration work seamlessly. Watch the video below for the instructions or read along. You can also watch the RazorpayX - Tally Integration video in Hindi.

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Download Plugin

To start the integration, download the plugin from the RazorpayX Dashboard. The RazorpayX.tcp file is compatible with TallyPrime or Tally.ERP 9 (from version 6 and upwards) on your Windows device. You can find the integration options in four places on the Dashboard.
  • Banner on RazorpayX Home Page: On the RazorpayX Dashboard, click GET STARTED → in the Introducing Smart Bank Statement Sync to download the plugin.
  • Banner on Vendor Payments Dashboard: Click GET STARTED → in the Sync Vendor Payment with your Accounting Software Today! banner on your RazorpayX Vendor Payments Dashboard.
  • Accounting Integration Button: In the Vendor Payments Overview page, click the grey ACCOUNTING INTEGRATIONS button next to the + INVOICE button.
  • Integrations in Account Settings: On the RazorpayX Dashboard:
    1. Navigate to the user icon at the top right of the page.
    2. Click My Account & Settings.
    3. Go to Integrations in the left menu.
    4. Click the Tally icon button under ACCOUNTING TOOL INTEGRATION to download the plugin.
Start integrating RazorpayX with Tally by yourself or invite your Finance Team to do it. Know more about managing teams and user roles in RazorpayX.

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Set Up Integration

After you have downloaded the file, begin the setup process explained below.

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Install and Set Up

Handy Tips
If you use Tally on the cloud, ask your Tally administrator to install the RazorpayX.tcp file.

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Install Integration

After you download the RazorpayX.tcp file, locate where you have downloaded it.
  1. On your Windows device, right click on the .tcp file and click Properties.
  2. In the Security tab of the Properties window, note the path against the Object name.

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Set Up Integration

You or your team can set up the integration in the following way:
  1. Open Tally to show the Gateway of Tally page.
  2. Go to F1: Help → TDLs & AddOns → F4:Manage Local TDLs.
  3. In the TDL Configuration screen:
    • Click Specify Path in the Specify File Path pop-up page.
    • Paste the path noted during installation. You can also Select from Drive.
  4. Enter Yes against Load TDL.
Once the TDL loads, you can view the author and the summary of your actions. For more information on the setup process, refer How to Setup TDL and Add-ons in Tally Prime.

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Post Set Up

After the setup process, you can see:
  • RazorpayX in the Gateway of Tally page.
  • Under F1:Help to the top-right of the page:
    • R:RazorpayX Settings.
    • X:RazorpayX Sync.
You have completed the setup. Check how to configure the system.

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Configure Integration

See how you can configure the integration.

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Prerequisites

Before you configure the system, keep your merchant id and the Administrator/Finance role/Owner’s email id available. To find your merchant id:
  1. Log in to the RazorpayX Dashboard.
  2. Navigate to the user icon drop-down to the top right corner of the page.
You can find your merchant id above My Account & Settings.
Watch Out!For security purposes, you must re-login once every 7 days. Use the OTP you receive at your administrator/finance role/owner’s email address to authorise access and ensure Tally data security.

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Configure Application

To configure your application:
  1. Go to R:RazorpayX Settings. The RazorpayX Configuration (in Developer Mode) page appears.
  2. Select Yes against Enable RazorpayX Integration.
  3. Enter your RazorpayX merchant id noted in prerequisites.
  4. Under the RazorpayX admin login id, enter the finance/owner/admin role’s email id. You receive the OTP required for Tally account authentication here.
  5. Select a time when you are not using the Tally application. Tally automatically syncs the payment and reconciliation entries to RazorpayX in this time frame. You cannot use your Tally application during this time.
You have now partially configured your the RazorpayX-Tally Integration.

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Enable Flows

To fully configure the application, enable and disable the settings as per the four flows applicable to your business.
  • If you choose to bring bills to Tally from RazorpayX, enable it at this step.
  • You can change the settings to sync Purchase Vouchers and Payment Vouchers entries in Tally and RazorpayX. Select Yes against only one of them at a time.
  • Additionally, choose how you want to sync these invoices:
    • When receiving the invoices.
    • At the time of payment of invoices.
    Select Yes for only one of these.