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How to integrate Swipe with Tally
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How to integrate Swipe with Tally

Note: The response time and overall functioning speed of data import are determined by your computer's processor, not by Swipe or Tally software.

Step 1: Go to Settings

Click on the “Settings” icon on the left dashboard and select the “Tally integration” option from the menu.

Step 2: Get Started

Download the "Swipe-Tally-Installer" present under the Installer section. 

Once downloaded, open the file. 

Step 3: Run the Swipe-Tally-Installer

If Microsoft Defender shows up, select "More Info," then choose the "Run anyway" option at the bottom of the pop-up.

Another pop-up will appear. Here, confirm your action by clicking "Yes".

Step 4: Enter tally application details

Click on "Browse" next to Tally Path; your file explorer will open. Here, locate and select the Tally file on your device, then click "Open."

Next, click "Browse" next to Data Path; your file explorer will open again. Select the "Data" file under Tally Prime, click on it, 

Now, choose the company code with which you want to link Swipe from the list. 

Finally, click "Begin Process" from the initial pop-up to open the tally. 

Step 5: Go to Tally

Now, click on "Swipe Integration" which is under the Utilities section of “Gateway of Tally”.

Step 6: Connect with Swipe

Now, on swipe, click on generate passcode and copy the generated passcode. 

Head back to Tally. Here, a new page will appear. Here, go to the login section and click on it. 

A pop-up appears asking for the credentials. Now enter the passcode generated from Swipe.

Note: The passcode expires in 2 hours if not used to log in. In that case, please go back to Swipe and generate a new passcode. 

Step 7: confirm the login 

Confirm the login credentials by selecting yes from the pop-up. 

Congratulations, You have successfully linked your Swipe account to your Tally account, a pop-up appears at the bottom of the screen informing the same. 

Press any key to go back to the “Gateway of Tally” page.

Not yet available on Android