> For the complete documentation index, see [llms.txt](https://integrations.drivetrain.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://integrations.drivetrain.ai/integration-guide/readme/accounting-and-erp/integrating-with-tally.md).

# Integrating with Tally

Connect Tally to Drivetrain and sync accounting data into financial planning models. Covers server setup and completing integration.

[Connect your virtual machine to Drivetrain](#connect-your-virtual-machine-to-drivetrain)\
[Step 1: Enable NodeJS](#step-1-enable-nodejs)\
[Step 2: Enable Tally as Server](#step-2-enable-tally-as-server)

[Configure NodeJS script](#configuring-nodejs-script)

### Connect your virtual machine to Drivetrain <a href="#connect-your-virtual-machine-to-drivetrain" id="connect-your-virtual-machine-to-drivetrain"></a>

#### Step 1: Enable NodeJS <a href="#step-1-enable-nodejs" id="step-1-enable-nodejs"></a>

1. Install NodeJs using [this](https://nodejs.org/dist/v20.10.0/node-v20.10.0-x64.msi) link.
2. Open **command prompt** in your virtual machine.
3. Download the Tally script provided to you by your Drivetrain customer success manager.

#### Step 2: Enable Tally as Server <a href="#step-2-enable-tally-as-server" id="step-2-enable-tally-as-server"></a>

1. Open Tally and press **F1 → Settings → Connectivity**.

<figure><img src="https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-33d14cf490a9f6b9e40f4e95ad64159309d28955%2FTally-1.png?alt=media" alt=""><figcaption></figcaption></figure>

2. Select **Client/Server configuration**.

<figure><img src="https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-196bde9ec28a60174b0e202c1e5c367207a97fb9%2FTally-2.png?alt=media" alt=""><figcaption></figcaption></figure>

3. Choose the configuration as **Both**.

<figure><img src="https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-5e01a6d652e5c55a181519bf1c8ec80f32523dc3%2FTally-3.png?alt=media" alt=""><figcaption></figcaption></figure>

4. **Restart** Tally to apply the changes.

<figure><img src="https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-7f306a5bda347bb45be483c2b73f66a5d29e8a88%2FTally-4.png?alt=media" alt=""><figcaption></figcaption></figure>

5. Now open your browser and go to **localhost:9000**. The below screen should appear.

<figure><img src="https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-da2f1277902224dd1da2c2ddfe83d9962693078a%2FTally-5.png?alt=media" alt=""><figcaption></figcaption></figure>

### Configuring NodeJs Script <a href="#configuring-nodejs-script" id="configuring-nodejs-script"></a>

1. Open the config.json file and change the following fields:
   1. schema
   2. fromdate
   3. todate

<figure><img src="https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-0b8944cd8ea495ec9424d51d7d77bdab4e5a6c51%2FTally-6.png?alt=media" alt=""><figcaption></figcaption></figure>

2. Add the Bigquery credentials to the json file as provided by your Drivetrain customer success manager.
3. **Execute** run.bat file.

{% hint style="info" %}
That’s it! Let your customer success manager know so they can get started!
{% endhint %}


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