Before you begin

You will need:

• Tally Prime 7.0 or later installed on your Windows PC or server.
• A SurveyAnalytica account with at least one workflow that uses a Webhook trigger.
• Administrator access to Tally (to load TDL files).

Step 1 — Download the connector

1. In SurveyAnalytica, go to Account → Integrations and click Browse Connectors, or open any workflow, select the Webhook trigger, and click Browse Connectors from the trigger drawer.
2. Find Tally Prime in the list and expand it to see available versions.
3. Click Download next to the version that matches your Tally Prime release (version 1.0.0 supports Tally Prime 7.0 and later).
4. Your browser will download a file named TallyConnector.tdl. Save it to a location you can easily find, such as your Desktop or a dedicated TallyTDL folder.

Step 2 — Load the TDL file into Tally Prime

1. Open Tally Prime.
2. Press F12 to open Configure, then go to Product & Features → TDL & Add-On.
3. Set Load TDL on Startup to Yes.
4. In the List of TDL Files, press Enter on an empty row, browse to your downloaded TallyConnector.tdl file, and select it.
5. Press Ctrl+A to accept and save the configuration.

Step 3 — Restart Tally Prime

Close and reopen Tally Prime. After restarting, a new menu item called SurveyAnalytica Connector will appear in the Gateway of Tally screen.

If the menu item does not appear, double-check that the TDL file path is correct and that Tally Prime reloaded without errors. You can view TDL load errors from Help → TDL & Add-On.

Step 4 — Verify the installation

1. From the Gateway of Tally, open SurveyAnalytica Connector.
2. The connector configuration screen will open showing environment, transaction type settings, and a Test Connection button.
3. You are now ready to configure the connector. Continue with the Configuration Guide.

Upgrading to a newer version

1. Download the new version from the Connectors Marketplace.
2. In Tally Prime, go back to F12 → TDL & Add-On, remove the old TDL file entry, and add the new one in its place.
3. Restart Tally Prime. Your saved configuration (Workflow IDs, API Keys, and settings) is preserved inside Tally and does not need to be re-entered.