| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 1099 |
| Technical Name |
tally_xml_connector |
| License | LGPL-3 |
| Versions | 14.0 16.0 |
Odoo Tally Connector
Enterprise-grade connector to export Odoo Accounting data into Tally-compatible XML vouchers that can be imported from Gateway of Tally → Import Data → Vouchers.
Features
- Generate high-performance Tally XML for thousands of vouchers.
- Create ledgers on the fly if they do not exist in Tally.
- Supports inventory lines, GST (CGST/SGST/IGST/CESS) and bill allocations.
Quick Start (3 Steps)
- Configure mapping in Odoo
Accounting → Configuration → Tally (ledgers, GST, payments). - Generate XML from Odoo
Accounting → Customers → Generate Tally XML. - Import into Tally
In Tally: Gateway of Tally → Import Data → Vouchers.
Prerequisites
- Odoo 14, 15, 16 or 17 with the account app installed.
- Tally ERP (Prime / ERP 9) installed locally with access to the company where vouchers will be imported.
- Basic chart of accounts configured in both Odoo and Tally (customers, vendors, taxes, cash / bank ledgers, etc.).
1. Configure Tally in Odoo
Open the Tally Configuration menu and create one configuration per company. This defines default ledgers and behaviour when mapping is not explicit.
Default Ledgers
- Default Sales Ledger — used when no product/category ledger is found for sales invoices.
- Default Purchase Ledger — used when no mapping is found for vendor bills.
- Default Tax Ledger — fallback ledger for GST when a specific mapping is missing.
- Enable Bill Allocation — when enabled, payment vouchers contain BILLALLOCATIONS.LIST for automatic invoice settlement in Tally.
Product / Category Ledger Mapping
In the Product / Category Ledger Mapping tab, define which Tally ledger should be used for each product or product category.
Route each product or category to the appropriate revenue or expense ledger in Tally.
2. Map Taxes, Payments & Tags
GST Tax Mapping
Use Tally GST Tax Mapping to link Odoo taxes to Tally GST ledgers:
- Select the Odoo tax (e.g. "CGST 9%").
- Set GST Type: CGST, SGST, IGST, CESS.
- Enter the Tally Ledger Name exactly as defined in Tally.
Map each Odoo GST tax to the correct CGST/SGST/IGST/CESS ledger in Tally.
Payment Method Mapping
In Payment Mapping, connect Odoo payment journals (Cash / Bank) to Tally Cash or Bank ledgers. This controls the ledger used in Tally Receipt and Payment vouchers.
Link each Odoo cash/bank journal to the corresponding Tally ledger.
3. Generate Tally XML from Odoo
Go to Accounting → Customers → Generate Tally XML to open the export wizard:
- Select configuration & company. Choose the Tally configuration that corresponds to the company whose vouchers you want to export.
- Filter by dates or pick documents. Either set a date range, or manually select customer invoices, vendor bills, or payments.
- Choose document types. Enable or disable each type using the checkboxes.
- Click "Generate XML". The module generates a Tally-compatible XML file and offers it as a download.
4. Import Vouchers into Tally
- Open the target company in Tally where vouchers should be imported.
- Go to Gateway of Tally → Import Data → Vouchers.
- Browse & select the XML file exported from Odoo.
- Review the import summary. If Tally warns that some ledgers are missing, you can allow it to create them automatically or adjust your Odoo mappings.
What is Exported?
- Customer invoices → Sales vouchers with inventory lines and GST tax lines.
- Vendor bills → Purchase vouchers with product and tax breakdown.
- Credit / debit notes → Credit Note / Debit Note voucher types in Tally.
- Customer payments → Receipt vouchers with optional bill allocation.
- Vendor payments → Payment vouchers with settlement against bills.
Tips & Troubleshooting
- Match ledger names exactly. Tally uses the ledger name as a key. Ensure the names in Odoo configuration match Tally ledgers character-for-character (including spaces and case).
- Start with a test company or backup. Always test voucher imports on a copy of your Tally data before importing into production.
- Check GST totals. After import, verify that CGST/SGST/IGST totals in Tally match the Odoo tax reports for the same period.
- Use bill allocation carefully. If an invoice is already partially settled in Tally, avoid re-importing payments for the same invoice from Odoo to prevent duplicate allocations.
- Performance. For very large exports, limit the date range and generate multiple smaller XML files rather than a single huge batch.
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