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Swipe

February 21, 2025

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Biz with Swipe

Important Notes:

Swipe-to-Tally integration is one-way: Any changes made in Swipe will update Tally, but not the other way around.

Customization is not allowed in the Swipe-to-Tally integration.

Key Points for Tally Integrations & FAQs‍

Tally Integration Setup & Auto Sync:

Auto Sync Frequency: The minimum sync interval is 10 minutes.

1. New customers must undergo manual setup by the Tally team before using Auto Sync.

2. Auto Sync for existing customers will function without additional setup.

3. Auto Sync toggle allows the customer to enable or disable sync.

4. Manual Sync can still be performed as an alternative to Auto Sync.

Data Import Process:

Transaction Types Supported: The integration supports the following transaction types:

1. Sales

2. Purchases

3. Payments

4. Receipts

5. Journal Vouchers

Transaction Import: All transactions from Swipe will be recorded in Tally with relevant ledger assignments (e.g., Sales under the Sales ledger, Purchases under the Purchases ledger).

Ensure errors are rectified in the preview page before importing data into Tally.

Note: New Tally Company is recommended for importing data, as importing into an existing company could cause confusion or errors.

Ledger Management:

Automatic Ledger Creation: Tally will create default ledgers based on Swipe data, including GST, TDS, and other taxes, categorized under the Taxes & Duties group.

1. No customization is allowed for tax ledger bifurcation (e.g., 9% CGST, 9% SGST).

2. POS Sales: Sales with no customer name will be treated as B2C (Point of Sale) transactions.

Customer & Vendor Details:

The customer name recorded in Swipe will be synced to Tally, not the company name.

Transaction Updates and Deletions:

Any changes made in Swipe will be automatically reflected in Tally.

Note: No duplicate records will be created for updated or edited transactions; Deleted transactions or ledger entries in Swipe will also be deleted in Tally.

Password and Login Management:

Once the passcode for Tally is generated in Swipe, it will remain valid until the next passcode generation or removal of the passcode from the Tally login page.

Tax and GST Integration:

GST Ledgers (e.g., CGST, SGST, IGST) are created in Tally for both Input and Output Taxes based on the tax types.

Note: No customization is allowed for tax ledger creation, including percentage bifurcation (e.g., 9% CGST, 9% SGST).

E-Way Bill & E-Invoice Integration:

E-way bill number and IRN (Invoice Reference Number) created in Swipe will be recorded in Tally under Invoice Details.

Voucher Number Management:

After integration with Tally, you must change the voucher settings in Tally from Automatic to Manual Override to maintain consistent voucher numbers in both Tally and Swipe.