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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.

go to tally integration

Step 2: Get Started

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

swipe tally installer

Once downloaded, open the file. 

open the swipe tally installer

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.

run the swipe tally installer

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

click on run anyway

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."

enter the tally path

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

select the data path of tally

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

choose company code for Swipe

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

click on begin process to open tally

Step 5: Go to Tally

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

go to Swipe integration

Step 6: Connect with Swipe

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

generate passcode on Swipe

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

log in to tally with Swipe software

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

enter the passcode 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. 

confirm the login credentials

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.

successfully linked Swipe with Tally

Not yet available on Android