Connect2Field is Job Management and Scheduling software for field service businesses. It can integrate with Tally and from Connect2Field you can transfer Clients and Invoices to Tally.

Setting Up

To integrate first enable the Tally API by logging into Tally and clicking Settings > API Settings > Tick the box for enable the API, untick restrict by IP address and click Update.

Setting up Connect2Field

Go to Options > Integrations > Others > Click on Configure in front of KashFlow > Enter the Tally Username and Password > Save > Connect. You will then be directed to the next page, which should confirm that the sync between Connect2Field and Tally has been initiated. You will receive an email once sync is complete. After you receive your confirmation email, log into your Tally account. Under the Customer tab, you will see all the clients have been transferred from Connect2Field to Tally along with their associated invoices.

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