Data Synchronization

Business data sharing between multiple branches or head offices can be achieved through data synchronization, which requires the same release of Tally Prime at both locations. This allows for data distribution and consolidation, reducing duplication of data entry efforts and minimizing errors. Tally Prime follows a client-server model, allowing for data sharing between clients and servers. Configuration allows for data distribution and consolidation at the same location, such as creating masters at the head office and consolidating transaction data from all branches. Tally Server runs as a service and is available in the Windows Services section.

Security:

Since the data is sent over HTTP in encrypted XML format, the synchronization procedure is secure. Tally Prime encrypts data using a proprietary algorithm called the Modified DES. Once the data is synchronized, it is not kept anywhere. Which Tally Prime user is capable of synchronization and related tasks is up to you to determine.

Rules for Synchronisation:

  • You can designate any one TallyPrime as a server and another as a client.
  • At the client, define the Client Rules for masters and transactions, according to which the data will be sent or received.
  •  The same Client Rule can be activated at the server location as a Server Rule based on which TallyPrime can accept or reject the data. Direction of the data flow in any Client Rule can be as follows.

Transmission of data in its entirety:

  • Tally Prime has the ability to guarantee that every master utilized in a transaction is shared with it. Ledgers, Groups, Stock Items, Units of Measure, Currencies, and other items are included in this.
  • If a transaction is changed or removed after the initial synchronization, the updates are reflected in the synchronizations that follow.
  • You must enable the same features in F11 for both companies in order to guarantee that data synchronization between two sites is completed. Upon synchronizing the data, a new master is generated at the other end whenever the accounting or inventory masters are modified.

There are three ways that synchronization can be carried out:

  1. Online: Tally.NET Server must be used to establish a connection between the client and server companies at the same time. Data and the sync rule are sent right away to the linked organization. 
  2. IP: Both the client and server companies must have a private network connection and be online at the same time. To synchronize in a private network, use the static IP address and the port number on which Tally Prime is running.
  3. On-demand: The client and the server companies need not be online at the same time. To synchronize data, Tally.NET Server is used. Until the receiving company accepts the sync rule and data, the Tally.NET Server stores them. As a result, you don’t have to worry about the other company being online to start synchronization. The data on Tally.NET Server is deleted after the receiving party takes it or after seven days, whichever is earlier. A fresh synchronization request needs to be issued after seven days.
  4. Exchange of bulk data: When you open a new branch, or set up synchronization for the first time, there is a need to exchange large data. The snapshot exchange feature enables fast data exchange. You need to use a private network for snapshot exchange.
  5. Set up for Synchronization: Specify the role of your company in synchronization, create sync. rule on the client, and activate the sync. rule on the server. If you are using Tally.NET Server for synchronization, you need to configure the TSS feature. For online synchronization, keep the company connected.