www.TallyERP9Help.Com

ODBC - in Tally.ERP 9

With Open Database Connectivity you can dynamically exchange data between Tally.ERP 9 and any other application dynamically.

You must ensure that MS-Query is installed on the computer in which you will be installing Tally.ERP 9. This enables ODBC as soon as Tally.ERP 9 is installed.

The ODBC server is displayed on the information block of the information pane.

To read more on the inward and outward connectivity click on one of the corresponding links below:

  • Outward Connectivity

  • Inward Connectivity

Outward Connectivity

Using the outward connectivity feature of Tally.ERP 9, you can transfer data between programs without additional programming. The user can transfer data from Tally.ERP 9 to Microsoft Word or Excel.

Using the Outward Connectivity feature you can:

    • Generate Labels from ledger addresses stored in Tally.ERP 9

    • Create templates for reports, forms and plug in up-to-date data from Tally.ERP 9.

    • Tally.ERP 9 ODBC with Microsoft Excel

Outward Connectivity from Tally.ERP 9

Using the ODBC feature available in Tally.ERP 9 the user can extract the necessary data in Excel and generate the required reports.

To extract data from Tally.ERP 9 in Excel execute the following steps:

  • Start Tally.ERP 9. It should be open till the Mail Merge process is complete.

  • Ensure that the words ODBC Server is visible in the Information Panel under Configuration section of Tally.ERP 9 screen.

  • Open Excel sheet

  • Go to Data > From Other Sources > From Microsoft Query (Import data for an unlisted format by using the Microsoft Query Wizard)


[Img-52]

  • Choose the Tally.ERP 9 Source (Example: TallyODBC 9000*)

  • Click OK


[Img-53]

The screen displayed above appears when Tally.ERP 9 exe is 32 Bit.

Note: If Tally.ERP 9 - 64 Bit, the screen appears as shown below: Observe that the DSN (Data Source Name) selected is TallyODBC64_9000, where 9000 is the ODBC Server port number.

 


[Img-54]

  • The Query Wizard window opens

  • Select Ledger


[Img-55]

  • Expand the list under Ledger and select the required fields and move the required fields to the right side


[Img-56]

  • Click Next


[Img-57]

  • Map the Parent as Sundry Debtors (if only Sundry debtors are required) or Sundry Creditor (if only Sundry Creditors are required) or select both one by one, based on the requirement.


[Img-58]

  • Click Next

  • If any sorting is required select the sorting

  • Click Next

  • Click on Save Query

  • Save the Query in a particular path (Eg. C:\Documents and Settings\User\Application Data\Microsoft\Queries\Query from TallyODBC_9000.dqy)

  • Click on Finish


[Img-59]

  • The customer data can also be seen in the Excel sheet.

  • Click OK in the Import Data window to import the data to Excel


[Img-60]

  • Press OK


[Img-61]

 

Exceptional cases for 64 Bit compatible scenarios

There are three important elements whose bitness determine the Export via ODBC process:

  • Tally.ERP 9,

  • Operating System, and

  • MS Office

The ODBC feature works seamlessly when, the Operating System, Tally.ERP 9 and MS Office are all 64-bit. The method for this is as shown above.

However, there is a driver requirement if, the Operating System is 64 Bit, while

  • Tally.ERP 9 is 32 bit and MS Office is 64-bit.

  • Tally.ERP 9 is 64 bit and MS Office is 32-bit.

As can be seen, in both cases there is a bitness mismatch between Tally.ERP 9 and MS Office. Due to this, Tally.ERP 9 (which acts as the ODBC Server) will not be able to communicate with MS Excel and hence data will not be exported.

Now, to enable data export, a driver is to be installed.   

In the first scenario, to export data via ODBC,

  • Open the Tally Application folder.

  • Select the tool regodbc64.exe and Run as Administrator. This will install the driver tallywin64.dat

In the second scenario,

  • Select the tool regodbc32.exe and Run as Administrator. This will install the driver tallywin32.dat

To summarise,

Tally.ERP 9 Bitness

Operating System 64 Bit

 

MS Office 32 Bit

MS Office 64 Bit

32 Bit

Works seamlessly without driver installation

Driver to be Installed: tallywin64.dat

To install, select the tool regodbc64.exe and Run as Admin

64 Bit

Driver to be Installed: tallywin32.dat

To install, select the tool regodbc32.exe and Run as Admin

Works seamlessly without driver installation


[Img-62]

Once the driver has been installed, you can continue with the export process in MS Excel.

Indward Connectivity

Inward connectivity integrates data from other systems with Tally.ERP 9. With this feature you can use data from other systems in Tally.ERP 9 by creating an integrated system.

For example, a customer contact management program containing details like status of an order and last contact made can be brought into Tally.ERP 9 and merged into a report containing outstanding balances. Changes made to the data are immediately reflected in Tally.ERP 9.

To connect to other programs and use external data in Tally.ERP 9, you can contact the nearest Tally Offices or send an email to support@tallysolutions.com.

 
 
Tally.ERP 9 Reference Manual LIBRARY
1.
Installation of Tally.ERP9
2.
Site Licensing of Tally.ERP9
3.
Shortcut Keys in Tally.ERP9
4.
Maintaining Company Data
5.
Creating Masters
5a. Accounts Information [Creating Masters]
5b. Inventory Information [Creating Masters]
6.
Voucher Entry
7.
Reports in Tally.ERP9
8.
Excise for Dealer
9.
Excise for Manufacturer
10.
Reports [ Excise for Manufacturer]
11.
Excise for Importer
12.
Service Tax in Tally.ERP9
13.
Tax Collected at Source (TCS) in Tally.ERP9
14.
Tax Deducted at Source (TDS) in Tally.ERP9
15.
Value Added Tax (VAT) in Tally.ERP9
16.
Central Sales Tax (CST) in Tally.ERP9
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
 
Disclaimer :
Tally, Tally 9, Tally9, Tally.ERP, Tally.ERP 9, Tally.Server 9, Tally.NET & Power of Simplicity are either registered trademarks or trademarks of Tally Solutions Pvt. Ltd. in India and/or other countries. All other trademarks are properties of their respective owners.
The visitors may click here to visit the web site of Tally Solutions Pvt. Ltd. for resolving their doubts or for clarifications