WeCanDoBiz combines Customer Relationship Management with online profiles to ensure your customer’s records are never out of date by bringing together all your Tally, customer database, email and social networking contacts to more effectively manage your relationships and turn your contacts into customers. The Tally integration enables invoicing and full contact management from within WeCanDo.Biz Social CRM.

Setting Up

To integrate WeCanDoBiz and Tally 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.

Log into WeCanDoBiz, click the Settings tab on the top right followed by Integrations and then Configure and then enter your Tally Username and Password.

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