Tally Connect
Operations

Settings

Configure automation, inventory, and protected access to Tally writes.

Automation

  • Automatically export fully paid orders — prepares eligible mapped orders automatically.
  • Default Shopify location — must be selected from confirmed location mappings.
  • Check Tally inventory every — accepts 60 to 3,600 seconds.

Automatic order selection and permission to write are separate. An eligible order still remains preview-only while live writes are off.

Inventory

The tab shows the current mode, active versus required baselines, and every readiness check. Use it to activate two-way inventory, pause inventory, review baselines, or manage locations.

Safety and access

Before live writes can be enabled, Tally checks:

  • Agent and selected company readiness
  • Fresh verified Tally masters
  • Confirmed default location
  • Accounting ledger mappings
  • Successful ₹1 test voucher

Select Allow approved workflows to write to Tally, type ENABLE, and save. Turning the setting off also pauses automatic two-way inventory.

Pause automation, make one settings or mapping change, refresh affected evidence, preview a representative order, and then resume. This keeps the cause of any new issue easy to identify.

Agent readiness

The current application requires Agent 0.5.0 or newer before a Tally write can be leased. Shopify Sales Vouchers and Credit Notes require 0.5.1 or newer for verified delivery details. A recent heartbeat alone does not satisfy these gates. After an upgrade, confirm the reported version and refresh the relevant master evidence.