Tally Integration

Security is our top priority. All data transferred between CredVue and Tally is encrypted using industry-standard TLS/SSL protocols. We implement multiple layers of security, including secure API endpoints, authentication tokens, and encrypted data storage. Our integration operates within your network environment, ensuring that your financial data never leaves your secure infrastructure without proper authorization. We also provide detailed audit logs of all data synchronization activities for transparency and compliance purposes.

Yes, our Tally integration is highly customizable. During the implementation process, we work with you to define exactly which data elements should be synchronized between the systems. You can specify which master data (customers, vendors, chart of accounts, etc.) and which transaction data (invoices, payments, journal entries, etc.) should be synchronized. You can also set up rules for data mapping and transformation to ensure that data is properly formatted and categorized in each system. Additionally, you can configure the synchronization frequency based on your business needs, from real-time updates to scheduled batch synchronization.

The implementation timeline varies based on the complexity of your Tally setup and specific requirements, but typically ranges from 1-4 weeks. For standard implementations with minimal customization, we can often complete the process in 5-7 business days. More complex implementations involving extensive data migration, custom field mapping, or integration with multiple Tally companies may take longer. Our implementation process includes initial consultation, configuration, data migration, testing, and training phases. We provide a detailed implementation plan with specific timelines during the initial consultation phase.

We provide comprehensive post-implementation support to ensure your Tally integration continues to run smoothly. Our standard support package includes access to our help desk via phone, email, and chat during business hours, with guaranteed response times based on issue severity. We also offer premium support options with extended hours and dedicated support personnel for businesses with critical operations. Regular maintenance updates are included to ensure compatibility with Tally updates and to add new features. Additionally, we provide ongoing training resources, including webinars and documentation, to help your team maximize the benefits of the integration as your business evolves.