Data Synchronization Options Between Tally and Kladana
Depending on your data synchronization needs between Tally and Kladana, we offer different integration options:
Manual Export (Free, One-Way: Kladana → Tally)
This option is suitable for those who:
- Create or plan to create purchase and sales documents in Kladana first (Sales Orders, Sales Invoices, Purchase Orders, Purchase Invoices) and transfer data to Tally.
- Want to transfer stock balances from Kladana to Tally.
- Are ready to manually verify product and counterparty data to ensure consistency.
Automated Export via Partner's Utility (Paid, One-Way: Kladana → Tally)
This option is suitable for those who:
- Create or plan to create purchase and sales documents in Kladana first (Sales Orders, Sales Invoices, Purchase Orders, Purchase Invoices) and transfer data to Tally.
- Want to transfer stock balances from Kladana to Tally.
- Prefer to automate the creation of new products and counterparties in Tally instead of manually verifying product and counterparty details.
Custom Integration via Partner Solution (Paid, Two-Way: Kladana ↔ Tally)
This option is suitable for those who:
- Create or plan to create purchase and sales documents in Tally first (Sales Invoices, Purchase Invoices) and transfer data to Kladana.
- Want to synchronize stock. This is possible based on documents that will be created in Kladana using transferred data from Tally.
- Want two-way synchronisation with the advanced scenario.
- Need custom integration.
Manual Export (Free, One-Way: Kladana → Tally)
Tally supports data imports using Excel files. In Kladana, you can export transaction lists such as Sales Orders, Sales Invoices, Purchase Orders, Purchase Invoices, and others.
To export data from Kladana as an Excel file, you can request the required print template from our support team and add it to the appropriate print section.
Then, you can export a list of transactions as an Excel file, which can be imported into Tally. The data can be filtered by time period, counterparty, and other criteria.
To receive the necessary print template, please provide our support team with an import file template. You can either download this template from Tally or request it from their support team.
Learn more about importing data from an Excel file into Tally here: https://help.tallysolutions.com/import-data-in-tally/
Please note that this data import method in Tally has some limitations:
- No duplicate checking for product items and ledgers.
- The mapping option is not user-friendly.
Automated Export via Partner's Utility (Paid, One-Way: Kladana → Tally)
Since the previous method of exporting data from Kladana and importing it into Tally requires additional checks and manual actions to avoid errors, Kladana offers a partner utility that automates the Excel file import process into Tally.
Similar to the first method, you can export an Excel file from Kladana containing the necessary transactions (Sales Orders, Sales Invoices, Purchase Orders, Purchase Invoices).
Additionally, you can export product and stock data. And then import data into Tally using the utility.
The video below demonstrates the process of exporting Sales Invoices from Kladana and importing them into Tally.
A detailed guide on how to get started with the utility - Export to Tally with utility.
F.A.Q
- How can I get utility and how much does it cost? You should buy a utility license on the partner's website - https://excel-tally.com/. You need to buy a simple template feature, which costs 5,500 Rs per year (exclusive of GST), including support and onboarding.
Custom Integration via Partner Solution (Paid, Two-Way: Kladana ↔ Tally)
For those who need to transfer data from Tally to Kladana or in both directions, there is a connector provided by our partner. Currently, this connector is set up manually after defining your request and requirements.
The connector's operation depends on where your Tally service is hosted—on your computer, your server, or in the cloud.
If Tally is hosted on your server, the data exchange between Tally and Kladana will take place via a data file that you will need to export from Tally.
The connector can create a Sales Invoice in Kladana based on a Sales Voucher from Tally. In this case, stock levels will be reduced based on a Shipment, which can be automatically created for the Sales Invoice.
If your integration request differs from this, please contact our support team, and we will do our best to assist you
Need More Help?
Support Contacts:
📧 support@kladana.com / ekarelina@kladana.com
💬 Chat inside the service