Operating Tally Connect
Use the overview, health checks, and daily controls to keep synchronization reliable.
The Home page summarizes the selected company, connection heartbeat, confirmed products, preview/live mode, setup progress, open issues, and recent activity.
Use Subscription to review the active Shopify subscription, billing cycle, trial, or cancellation. Read Plans, billing, and cancellation before approving charges or changing the Shopify store plan. Pausing sync alone does not stop recurring billing.
Daily review
- Confirm Tally connection is online and the heartbeat is recent.
- Check Needs attention for blocked runs, stalled scans, or conflicts.
- Review the last successful Tally read and write.
- Open Activity for failed or delayed workflows.
- Resolve inventory conflicts before expecting affected items to automate.
Normal offline behavior
When the Agent or TallyPrime is offline, reads and writes pause. Commands remain durable and can continue after the Agent reconnects, subject to lease and safety checks. Never switch companies merely to clear a queue.
Planned maintenance
- Pause inventory and automatic order export.
- Let active commands finish where possible.
- Back up the Tally company.
- Stop or update the Windows Agent.
- Restore TallyPrime and verify the bound company.
- Run diagnostics and refresh masters after material company changes.
- Resume one workflow at a time while watching Activity.
Use Daily checks and maintenance as the operator handoff checklist.