Update Tally Data with a Microsoft Access Linked Table

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Tally ODBC Driver

The Tally ODBC Driver is a powerful tool that allows you to connect with live data from Tally, directly from any applications that support ODBC connectivity.

Access Tally data like you would a database - read, write, and update Tally SalesOrders, PurchaseOrders, Accounts, etc. through a standard ODBC Driver interface.



Update Tally data by creating a linked table in Microsoft Access with the CData Tally ODBC Driver.

CData ODBC drivers connect your data to any database management tool that supports Open Database Connectivity (ODBC). This includes many of the most popular productivity tools, adding new capabilities for document sharing and collaboration. Using the CData ODBC driver for Tally, you can update live Tally data in Microsoft Access; for example, you can make updates that can be immediately seen by other users.

Connect to Tally as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Set the following connection properties to connect to Tally Instance:

  • Url: Set this to the URL for your Tally instance. For example: http://localhost:9000.

Create a Linked Table to Company Data

Follow the steps below to create a linked table, which enables you to access live Company data.

  1. On the External Data tab in Access, click ODBC Database.
  2. Select the option to link to the data source. A linked table will enable you to read from and write data to the Company table.
  3. Select the CData Tally data source from the Machine Data Source tab.

  4. Select the Company table. For more information on this table, see the "Data Model" chapter in the help documentation.
  5. Double-click the linked table to make edits. The linked table will always have up-to-date data and any changes will be reflected back to the underlying table.