Accounting integration

Invoices raised in the CRM, ready for your accountant.

Your accountant lives in Tally; your sales team lives in the CRM. With Sales & Billing, invoices are raised from won leads in DialSathi, and the issued ones export as a CSV your accountant can import into Tally, so nothing is keyed in twice.

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What comes across

What Tally export sends to DialSathi.

Issued and paid invoices only, never drafts
Customer, GSTIN and place of supply
Taxable value with CGST, SGST and IGST
Any date range you choose

How it works

Four steps, no manual work.

1
Invoice in DialSathi
Raise GST invoices from won leads in Sales & Billing.
2
Choose a period
Pick the date range to export.
3
Download CSV
DialSathi produces a CSV in a Tally-friendly layout.
4
Import in Tally
Your accountant imports it with Tally's import template.

Setup guide

Connect Tally export in a few minutes.

Available on: With the Sales & Billing module. Requires the Sales & GST Billing module.

Make sure the Sales & Billing module is active and your GST details and products are set up.
Open Sales & Billing → Export → Tally.
Choose the date range and download the CSV.
Share it with your accountant to import into Tally.

Stuck? Our team sets up integrations for you during onboarding. Talk to us.

FAQ

Tally export questions.

Is this a live sync with Tally?

No. It is an export: you download a CSV of issued invoices for a period and import it into Tally. That keeps your books under your accountant's control.

Are draft invoices exported?

No. Only issued and paid invoices are exported, because drafts are not accounting records.

Do I need the Sales & Billing module?

Yes. Invoices are created in the Sales & Billing add-on module.