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Installing the TaskAutomate Tally Bridge: A 15-Minute Setup Guide for Indian SMBs

Install the Tally Bridge on Windows, connect it with your bridge key, and post your first voucher into Tally Prime: a screen-by-screen guide.

By the TaskAutomate team. Published , 6 min read.

Before you start

The TaskAutomate Tally Bridge is a small Windows app that runs next to Tally and posts the bills you approve in TaskAutomate into Tally Prime or Tally ERP 9. Most people finish the install in about ten minutes. You need:

  • A Windows PC on the same network as Tally. It can be the Tally PC itself.
  • Tally Prime or Tally ERP 9, open on that network.
  • A TaskAutomate account. The free trial works.
  • Permission to install software on the Windows PC.
No coding, no command line, and nothing to open on your router: the Bridge only makes outgoing connections.

Step 1 — Get your bridge key

In TaskAutomate, open Settings → Tally → Bridge Devices and choose Add device. Copy the key it shows you. It is shown only once, so keep it somewhere safe until the install is done.

The key only lets the Bridge collect your approved vouchers and report back. If you lose it, or replace the PC, add a new device and delete the old one; its key stops working straight away.

Step 2 — Download and run the installer

Download the installer from the same Bridge Devices page and run it on the Windows PC. It asks for three things:

ScreenWhat to enter
Server addressAlready filled in. Leave it.
Bridge API keyPaste the key from Step 1.
Tally address and port`localhost` and `9000` if Tally is on this PC, otherwise the Tally PC's address
When it finishes, the Bridge runs as a Windows service. It starts on its own and starts again whenever the PC restarts.

Step 3 — Turn on Tally's connectivity port

The Bridge talks to Tally over Tally's connectivity port, 9000 by default. In Tally Prime, open F12 → Features → Tally.NET (or the connectivity settings in your version) and allow Tally to act as a server on port 9000. You only do this once.

To check it worked, open a browser on the Bridge PC and visit `http://localhost:9000` (or the Tally PC's address). If Tally answers, the Bridge can reach it.

Step 4 — Post your first voucher

  1. Send a bill on WhatsApp, or upload one in TaskAutomate.
  2. Check the extracted details and approve it.
  3. Within a few seconds, the push queue shows it as posted.
  4. Open the Day Book in Tally. The voucher is there with its ledgers and GST.
Ledger names are worked out automatically from each bill's expense type, so there is no mapping table to fill in. If a ledger the voucher needs does not exist in Tally yet, it is created along with the voucher.

Troubleshooting

The voucher shows as failed. Tally is closed, or its connectivity port is off. Open Tally, repeat Step 3, then retry the voucher from the push queue. The Bridge cannot connect to TaskAutomate. The key may have been deleted or mistyped. Add a new device in Settings → Tally → Bridge Devices and reinstall with the new key. The Tally address changed. Update it from your TaskAutomate dashboard. The Bridge picks up the new address without a reinstall. The service is not running after a restart. Open `services.msc`, find TaskAutomate Tally Bridge, set Startup Type to Automatic, and start it.

Need help installing?

We will install the Bridge with you on a free 30-minute call, included with every plan. Book a setup call.

For background on how the Bridge actually works under the hood, read Automated Tally Bridge Explained. For the cost comparison vs manual XML import, see Tally Bridge vs Manual XML Import. Full feature page: taskautomate.io/features/tally-bridge.

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