Erpisto ERP & CRM to Tally Integration

Growing enterprises, multi-branch trading networks, and manufacturing facilities running Erpisto ERP & CRM rely on its cloud modules to handle sales pipelines, customer management, multi-warehouse inventory tracking, shop-floor production, and vendor procurement. However, corporate directors, CFOs, financial controllers, and external chartered accountants still depend on Tally Prime or Tally ERP 9 for official corporate financial statements, vendor payables, bank reconciliations, and statutory GST return filings (GSTR-1, GSTR-3B).

Manually re-entering thousands of daily sales bills, CRM payment receipts, production stock journals, raw material purchase vouchers, and customer credit notes into Tally creates massive administrative backlogs and ledger allocation errors. Tally Data Connector (TDC) acts as an automated integration bridge, extracting daily sales vouchers, CRM receipts, production notes, stock movement journals, and purchase bills directly from Erpisto database backends or cloud APIs and posting them into Tally within minutes.

• 100% Data & Inventory Accuracy: Eliminates manual typing errors, ensuring customer/vendor ledgers, item SKUs, batch numbers, multi-slab GST rates, and cost center allocations match Tally ledgers down to the exact rupee.

• Automated Production & Stock Movement Sync: Accurately transfers multi-level BOM production stock journals, raw material requisitions, scrap recovery, and inter-warehouse stock transfers straight into Tally Physical Stock Registers.

• Seamless CRM Billing & Customer Receipt Mapping: Seamlessly imports sales orders, CRM invoices, and customer payment receipts directly into Tally sales and receipt registers.

• Instant Tax & Statutory Compliance: Keeps Tally continuously updated with live sales dispatches and purchase entries for rapid GSTR-1, GSTR-3B, e-Way bill, and e-Invoicing (IRN) generation.

• Automatic Master & Ledger Creation: Automatically generates missing inventory items, customer profiles, vendor accounts, and cost centers in Tally during data synchronization.

TDC provides end-to-end voucher, inventory, and master mapping between Erpisto ERP & CRM and Tally:

• Sales Revenue & CRM Billing Vouchers: Customer Tax Invoices, Delivery Orders, Proforma Bills, Credit Notes (Sales Returns & Price Adjustments), and Customer Advance Receipts.

• Procurement & Raw Material Invoices: Vendor Purchase Bills, Goods Received Notes (GRN / Gate Inward), Purchase Return Debit Notes, and Outgoing Vendor Payments.

• Production & Stock Movement Journals: Multi-Level BOM Production Stock Journals, Material Requisition Notes, Scrap/Wastage Generation Vouchers, and Inter-Branch Stock Transfers.

• Financial & Cash Settlement Entries: Customer Incoming Receipts (NEFT/RTGS/Cheque/Cash), Petty Cash Expense Vouchers, Bank Deposits, and Journal Vouchers (JVs).

(Note: TDC seamlessly extracts data from Erpisto database backends running on SQL Server, Oracle, MySQL, PostgreSQL, MS Access, FoxPro DBF files, SQLite, cloud APIs, or structured Excel/CSV exports).