> For the complete documentation index, see [llms.txt](https://payvance-innovation.gitbook.io/finlyticz-help-center/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://payvance-innovation.gitbook.io/finlyticz-help-center/connector-setup.md).

# Connector Setup

## FinlyticZ Connector Setup

The FinlyticZ Connector is a desktop application that bridges your Tally software with the FinlyticZ mobile app. It runs on the same PC where Tally is installed and syncs data securely to the cloud.

### System Requirements

* **OS:** Windows 10 or later
* **Tally:** Tally ERP 9 or Tally Prime must be installed and running
* **Internet:** Active internet connection
* **RAM:** Minimum 4 GB recommended
* **Tally Port:** Port 9000 (default) must be accessible

### Step 1: Download the Connector

<figure><img src="/files/M6aB05ZkoEQXQYeL76pY" alt=""><figcaption><p>FinlyticZ Website</p></figcaption></figure>

1. Visit [finlyticz.com ↗](https://finlyticz.com) and click **Get Started**
2. Click **Download Connector** in the setup modal
3. Or download directly: [FinlyticZ\_Connect\_v1.0.3.exe ⬇](https://finlyticz.com/downloads/tally-connector/latest/FinlyticZ_Connect_v1.0.3.exe)

### Step 2: Install the Connector

<figure><img src="/files/vhZSbvURaLR8PtrEh4rY" alt="" width="458"><figcaption><p>FinlyticZ Connect Installer</p></figcaption></figure>

1. Run the downloaded **FinlyticZ\_Connect\_v1.0.3.exe** file
2. Follow the Windows installer prompts
3. The app will be installed to `C:\Program Files\FinlyticZ Connect\`
4. A shortcut will be created in your Start Menu

### Step 3: Log In to the Connector

<figure><img src="/files/xVcox59lmPavrSxtQo8y" alt="" width="563"><figcaption><p>FinlyticZ Connect Login Screen</p></figcaption></figure>

1. Launch **FinlyticZ Connect** from the Start Menu
2. You will see the login screen
3. Enter the **same email and password** you used for the mobile app
4. Click **Login**

> If you don't have an account yet, you can sign up directly from the Connector app.

### Step 4: Configure Tally Connection

<figure><img src="/files/3nHEcyPrWKN4V10Wqo5c" alt="" width="563"><figcaption><p>FinlyticZ Connect Tally Configuration</p></figcaption></figure>

1. After login, go to **Tally Setup** from the left sidebar
2. In the **Tally** tab:
   * **Host/IP:** Enter `localhost` (if Tally is on the same PC) or the IP address of the Tally server
   * **Port:** Enter `9000` (default Tally port)
3. Click **Test and Save Config**
4. You should see a success message confirming the connection

> If the test fails, see Troubleshooting - Tally Not Connected

### Step 5: Add Your Tally Company

<figure><img src="/files/X5INvUaEof7P3VAh5cWm" alt="" width="563"><figcaption><p>FinlyticZ Connect Tally Companies</p></figcaption></figure>

1. Go to **Companies** from the left sidebar
2. You will see **"Tally Companies (Available for Sync)"** — these are companies detected from your local Tally
3. Click on the company you want to sync
4. Confirm the selection
5. The company will appear under **"Added Companies"**

### Step 6: Configure Sync Settings

<figure><img src="/files/DOcRp3MiAJzcQHqM0Bm8" alt="" width="563"><figcaption><p>FinlyticZ Connect Tally Configuration</p></figcaption></figure>

1. Go to **Tally Setup** > **Sync** tab
2. Configure:
   * **Sync Interval:** How often data syncs (minimum 30 minutes)
   * **Profit & Loss Sync Frequency:** How often P\&L reports sync (minimum 6 hours)
   * **Tally Retry Attempts:** Number of retries if Tally is temporarily unavailable
3. Click **Save**

### Step 7: Run Your First Sync

<figure><img src="/files/Rqvd2tUQR84n8vufQF8Q" alt="" width="563"><figcaption><p>FinlyticZ Connect Dashboard</p></figcaption></figure>

1. Go to **Dashboard** (Home)
2. Click **Run Sync Now**
3. Watch the progress bar — it will sync:
   * Masters (Groups, Ledgers, Stock Items, etc.)
   * Vouchers (Sales, Purchase, Journal entries)
   * Reports (Profit & Loss)
4. Once complete, open the **mobile app** and your data will be there!

### Connector Features

| Feature         | Description                                     |
| --------------- | ----------------------------------------------- |
| **Dashboard**   | View sync status, license info, and quick stats |
| **Companies**   | Add/manage Tally companies for syncing          |
| **Tally Setup** | Configure connection and sync settings          |
| **Sync Jobs**   | View real-time sync logs and history            |
| **System Info** | View system diagnostics (OS, CPU, RAM)          |
| **Dark Mode**   | Toggle between light and dark themes            |

### Data Synced

The connector syncs the following data from Tally:

* **Masters:** Groups, Ledgers, Stock Items, Stock Groups, Stock Categories, Units, Godowns, Cost Centres, Voucher Types
* **Vouchers:** All transaction types with allocations
* **Reports:** Profit & Loss statements
* **GST Data:** GSTIN, Tax rates
* **Inventory:** Batches, serial numbers, quantitative details

### Auto-Sync

Once configured, the connector automatically syncs data at your set interval. It runs in the **system tray** — you don't need to keep the window open.

### What's Next?

* Make sure Tally is configured correctly: Connect Tally ERP 9 or Connect Tally Prime
* Start using the Mobile App to view your data


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