Setting Up the Tally Sync Agent on Windows: Step-by-Step Installation Guide

The Tally Sync Agent is a lightweight Windows application that connects your cloud-hosted Shopify sync to your local Tally installation. This guide walks through the complete setup process.

Prerequisites

Before starting, ensure you have:

Hardware Requirements

• Windows 10 or 11 (64-bit)
• 4GB RAM minimum (8GB recommended)
• 100MB free disk space
• Stable internet connection

Software Requirements

• TallyPrime or Tally ERP 9 installed
• A Shopify store with our app installed
• Admin access to the Windows machine

Tally Configuration

• Company data file accessible
• ODBC server enabled (we'll configure this)

Step 1: Download the Sync Agent

From Your Dashboard

1. Log in to your Edesy dashboard
2. Navigate to Shopify Tally Sync → Setup
3. Click Download Sync Agent
4. Save the installer (TallySyncAgent-Setup.exe)

The file is approximately 45MB.

Verify Download

Right-click the downloaded file → Properties → Digital Signatures

You should see "Edesy Technologies" as the signer. This confirms the file hasn't been tampered with.

Step 2: Install the Sync Agent

Run the Installer

1. Right-click TallySyncAgent-Setup.exe
2. Select Run as Administrator
3. If Windows SmartScreen appears, click More Info → Run Anyway

Installation Steps

Welcome Screen: Click Next

License Agreement: Read and accept → Next

Installation Location: Default: C:\Program Files\Edesy\TallySyncAgent Change if needed → Next

Start Menu Folder: Default: Edesy Tally Sync Agent → Next

Additional Tasks:

• Create desktop shortcut
• Start on Windows startup (recommended) → Next

Install: Click Install and wait for completion (30-60 seconds)

Finish:

• Launch Tally Sync Agent → Finish

Step 3: Configure Tally for External Connections

The sync agent connects to Tally via ODBC/XML. Enable this in Tally.

Open Tally Prime

1. Launch TallyPrime
2. Open your company

Enable ODBC Server

1. Press F12 (Configure)
2. Go to Advanced Configuration
3. Set these options:
   • Enable ODBC Server: Yes
   • Port: 9000 (default, change if needed)
   • Enable TDL Developer Mode: Yes (recommended)

Save and Restart

1. Press Ctrl+A to accept
2. Exit Tally completely
3. Restart Tally and open your company

For Tally ERP 9

1. Gateway → F12 → Configure
2. Advanced Configuration
3. Same settings as above

Step 4: Configure the Sync Agent

First Launch

When the agent starts, you'll see the configuration wizard.

Connection to Cloud

Server URL: Pre-filled: wss://sync.edesy.in (Don't change unless instructed)

Registration Code:

1. Go to your Edesy dashboard
2. Copy the registration code
3. Paste it here

Click Test Cloud Connection

• Should show: "Connected to cloud server"

Connection to Tally

Tally Host: Default: localhost (Change only if Tally is on a different machine)

Tally Port: Default: 9000 (Match what you set in Tally)

Company Name: Enter your Tally company name exactly as it appears in Tally

Click Test Tally Connection

• Should show: "Connected to [Company Name]"

Complete Setup

If both tests pass, click Complete Setup

The agent will:

1. Register with the cloud server
2. Start listening for sync commands
3. Show status: "Ready"

Step 5: Verify the Installation

System Tray

The agent runs in the system tray (near the clock).

Icons:

• Green: Connected and ready
• Yellow: Connecting or minor issue
• Red: Connection error

Right-click the icon for options:

• Show Dashboard
• View Logs
• Test Connection
• Settings
• Exit

Test Sync

1. Create a test order in Shopify
2. Watch the agent receive the command
3. Check Tally for the new voucher

The first sync might take 10-30 seconds. Subsequent syncs are faster.

Troubleshooting Common Issues

Issue: "Cannot Connect to Cloud"

Causes:

1. Firewall blocking outbound connections
2. Corporate proxy interfering
3. Internet connection issue

Solutions:

Check internet:

Open browser → Navigate to any website

Check firewall:

Windows Security → Firewall → Allow App
→ Add: TallySyncAgent.exe

For corporate networks:

Agent Settings → Proxy Configuration
Enter proxy details from IT department

Issue: "Cannot Connect to Tally"

Causes:

1. Tally not running
2. Wrong port configured
3. Company not open
4. ODBC not enabled

Solutions:

Verify Tally is running:

Open Tally → Open your company

Check ODBC:

Tally → F12 → Advanced Configuration
Verify ODBC Server: Yes

Test port:

Open browser → http://localhost:9000
Should show Tally response or connection message

Issue: "Company Not Found"

Cause: Company name in agent doesn't match Tally exactly

Solution:

In Tally, note exact company name:

Gateway → Select Company
Copy the name exactly (case-sensitive)

Update in Agent Settings.

Issue: "Agent Won't Start on Boot"

Cause: Startup configuration issue

Solutions:

Method 1: Task Scheduler

1. Open Task Scheduler
2. Create Basic Task
3. Trigger: At startup
4. Action: Start program
5. Program: C:\Program Files\Edesy\TallySyncAgent\TallySyncAgent.exe

Method 2: Startup Folder

1. Press Win+R
2. Type: shell:startup
3. Create shortcut to TallySyncAgent.exe

Issue: "Orders Not Syncing"

Causes:

1. Shopify webhook not firing
2. Order already synced
3. Sync paused

Solutions:

Check agent dashboard:

Right-click tray icon → Show Dashboard
View: Pending Orders, Recent Syncs

Check Shopify:

Edesy App → Sync History
Look for failed or pending orders

Manual resync:

Dashboard → Failed Orders → Retry

Performance Optimization

For High-Volume Stores

Recommended Settings:

Memory Usage

The agent typically uses 50-100MB RAM. If higher:

1. Check for accumulated logs
2. Restart the agent weekly
3. Update to latest version

Multiple Stores

For multiple Shopify stores syncing to different Tally companies:

Option 1: Single agent, multiple companies Configure in Agent Settings → Multi-Company Mode

Option 2: Multiple agent instances Install in different directories, one per store

Security Considerations

Data Protection

• All communication uses TLS 1.3 encryption
• Your Tally credentials never leave your machine
• Registration codes are one-time use

Network Security

The agent only makes outbound connections:

• To cloud server (WebSocket)
• To local Tally (localhost only)

No inbound ports need to be opened.

Access Control

Limit who can access the agent:

Agent Settings → Security
Enable PIN for settings access

Updating the Agent

Automatic Updates

The agent checks for updates on startup.

When update is available:

1. Notification appears
2. Click to download
3. Agent restarts automatically

Manual Update

1. Download latest from dashboard
2. Run installer (over existing installation)
3. Settings are preserved

Support Resources

Self-Service

• This Guide: Bookmark for reference
• FAQ Section: Common questions answered
• Video Tutorials: YouTube channel

Contact Support

If issues persist:

1. Gather Information:

   • Agent version (Help → About)
   • Tally version
   • Windows version
   • Error messages (copy from logs)

2. Contact:

   • Email: [email protected]
   • Include above information
   • Attach log files if requested

Log Files Location

C:\Users\[Username]\AppData\Local\Edesy\TallySyncAgent\logs

Keep last 7 days of logs for troubleshooting.

Next Steps

Now that your agent is running:

1. Configure field mappings in Edesy dashboard
2. Set up GST rules for your products
3. Create a test order and verify sync
4. Train your team on monitoring

View Field Mapping Guide

Conclusion

The Tally Sync Agent setup typically takes 15-30 minutes. Once configured, it runs silently in the background, automatically syncing every Shopify order to your local Tally.

Key points to remember:

• Keep Tally running and company open
• Agent runs best with stable internet
• Check status periodically (green = good)
• Update when prompted

Ready to get started?

Start Your Free Trial and download the agent today.