This guide assumes you have already installed the connector. If not, see the Installation Guide first.

Opening the configuration screen

From the Gateway of Tally, select SurveyAnalytica Connector. The configuration screen has two sections: Global Settings at the top and a Transaction Types table below.

Step 1 — Choose your environment

At the top of the screen, use the Environment dropdown to select:

• Test — sends data to the SurveyAnalytica staging environment. Use this while setting up and testing.
• Production — sends data to your live SurveyAnalytica account. Switch to this once testing is complete.

Step 2 — Get your Webhook URL and API Key from SurveyAnalytica

1. In SurveyAnalytica, open the workflow you want to receive Tally data.
2. Click the Trigger step and ensure the trigger type is set to Webhook.
3. Note the KEY value — this is your API Key for the connector.
4. Note the Workflow ID — this is the unique identifier shown in the webhook URL after /webhook/.

Step 3 — Configure transaction types

The Transaction Types table lists all voucher types and master records available in your Tally company, including any custom types added by other TDL modules.

For each transaction type you want to sync:

1. Set Enable to Yes.
2. Enter the Workflow ID from SurveyAnalytica (the part after /webhook/ in your webhook URL).
3. Enter the API Key (the KEY value from the trigger drawer).
4. Choose an Auth Type:
   • API Key — standard choice for most workflows.
   • Basic Auth — use username and password separated by a colon in the API Key field.
   • OAuth 2.0 — enter your OAuth client credentials; the connector fetches and refreshes tokens automatically.
   • HMAC-SHA256 — generates a request signature for enhanced security.
5. Choose a Trigger Mode:
   • Realtime — sends data immediately every time a voucher of this type is saved.
   • Batch — collects vouchers and sends them together at a set interval (5, 15, 30, or 60 minutes). Use this to reduce network traffic for high-volume transaction types.
   • Scheduled — runs a full sync daily, weekly, or monthly at a time you specify. Suitable for end-of-day reports.
   • One-time — use the manual Sync Now button in the connector menu for ad-hoc exports.

You can configure different Workflow IDs, Auth Types, and Trigger Modes for each transaction type independently.

Step 4 — Save the configuration

Press Ctrl+A or click Save Config. Your settings are saved within Tally and persist across restarts.

Step 5 — Test the connection

1. From the Gateway of Tally → SurveyAnalytica Connector menu, select Test Connection.
2. The connector sends a test ping to each enabled workflow and shows a success or failure message per transaction type.
3. In SurveyAnalytica, go to the workflow trigger and click Check Status to confirm the test payload was received.

Sending a test voucher

Save any voucher of an enabled type in Tally (for example, create a test Sales Voucher). If the trigger mode is Realtime, the data appears in your SurveyAnalytica workflow within seconds. You can see it in the workflow’s Check Status panel in the trigger drawer.

Troubleshooting

Data is not arriving in SurveyAnalytica

• Check that the workflow is in Active state in SurveyAnalytica.
• Verify the Workflow ID and API Key are entered correctly — copy and paste them rather than typing.
• Confirm the correct environment (Test vs Production) is selected in the connector.
• If using Batch mode, wait for the interval to pass, or switch to Realtime temporarily to confirm the connection works.

SurveyAnalytica Connector menu is missing from Gateway of Tally

• Confirm the TDL file is listed and enabled under F12 → TDL & Add-On.
• Check for TDL load errors via Help → TDL & Add-On.
• Ensure your Tally Prime version is 7.0 or later.

Test Connection shows a failure

• Check that your Tally PC has internet access and can reach integration.surveyanalytica.com (Production) or the Test URL.
• If your company uses a proxy or firewall, ask your IT team to allow outbound HTTPS traffic to those domains.