Invoice sync
Sales invoices created in Tally appear as deal activities in Wendesk automatically.
India's most-used accounting software — two-way CRM sync. Tally is the accounting backbone of millions of Indian SMBs. Wendesk connects to Tally via TallyPrime's XML/JSON gateway to sync contacts, invoices, and payment status — eliminating double-entry between your CRM and books.
Capabilities your team gets when Tally is wired into Wendesk.
Sales invoices created in Tally appear as deal activities in Wendesk automatically.
Sync Tally party ledgers to Wendesk contacts for unified customer view.
Outstanding and cleared payments from Tally update deal stages in Wendesk.
Typically completes in under 5 minutes. No engineering required.
In TallyPrime go to F1 → Configure → Data and enable ODBC/HTTP gateway on port 9000.
Download the Wendesk Tally connector app and run it on the same machine as TallyPrime.
App Store → Tally → enter your gateway URL (usually http://localhost:9000) and company name.
Match Wendesk contacts to Tally ledger parties and enable invoice sync.
Activate Tally on any of the plans below.
Answers to the most common questions about Tally on Wendesk.