Getting Started
Setup checklist
Complete each readiness gate in the order shown on the Tally Connect overview.
The Home page shows setup progress and links to the next required action.
Core setup
- Shopify subscription and any eligible trial reviewed in Subscription
- Subscription approved on Shopify and active status verified in the app
- Windows Agent paired and online
- Intended Tally company discovered and selected
- Tally masters refreshed successfully
- Shopify location mapped to the verified Tally godown
- Required accounting ledgers mapped
- Mapped Sales ledger reports Inventory values are affected = Yes
- Products reviewed and confirmed
- Inventory baselines reviewed, if inventory sync will be used
Accounting safety
- Disposable test company selected
- Required ₹1 Sales Voucher test passed
- Test appears in Day Book and not under Import Exceptions
- Production company reselected and identity verified
- Live writes explicitly enabled with
ENABLE - Automatic paid-order export enabled only if desired
Inventory safety
- Exactly one confirmed location/godown mapping exists
- Latest master discovery proves exactly one godown
- Every participating product/location baseline is active and verified
- No open inventory conflict exists
- Two-way inventory explicitly activated
Preview is useful
You can validate eligible paid orders while live writes are off. A successful preview proves the voucher can be prepared, but it does not create anything in TallyPrime.
Final review
Open Activity and confirm there are no failed or blocked runs, stale commands, or stalled product scans. Then continue to Go live safely.