Tally to Database utility walkthrough - GUI (Graphical) version

Summary

The video walks through the graphical-interface version of a utility for transferring data from Tally to a database or CSV files.

Setup and launch

• Install Node.js, which the utility uses to run its script.
• In Tally, enable connectivity under Settings → Connectivity and set the port. The example uses 9000.
• Download and extract the utility into an otherwise empty folder.
• The older workflow required editing config.json manually and launching run.bat. Manual edits could cause errors, such as misspelled settings or invalid JSON.
• For the GUI workflow, launch run GUI. This starts a small web server and opens the utility in a browser. Opening the HTML page directly will not start the server.

GUI features

• Select an output technology from the dropdown, including CSV and Microsoft SQL Server. Fields that do not apply to the selected technology are disabled.
• Choose the financial-year date range using the date controls.
• Select a company from the list of companies currently open in Tally. If no company is selected, the active or default company is used.
• For SQL Server, enter connection details such as the server, schema, and username. The password is masked and is not saved by default.
• Press Sync to transfer the data. The presenter demonstrates successful synchronization to CSV files and SQL Server.
• Configuration changes apply only to the current session unless Save Configuration is pressed. Saving updates config.json.

Closing the utility

Close the browser window first; the command window should then close. Keep the command window open while using the browser interface, since closing it disconnects the GUI from the utility.

Main speaker/source: The presenter from the Excel Kida channel.