Tally Integration with Python - Getting Started | Tally Automation with Python | TallyConnector

Summary

This video tutorial demonstrates how to integrate Tally with external applications using Python. The tutorial walks through setting up the project, configuring Intellisense for Tally Connector, and retrieving basic master information from Tally. It covers installing dependencies, creating a virtual environment, and setting up necessary files for smooth integration. The video also explains how to interact with Tally, retrieve active company details, and fetch master data such as groups and categories. In the next video, viewers will learn how to create, alter, and delete Tally masters.

Takeaways

• 😀 Tally Connector is an open-source library that enables integration with Tally using Python, providing an object-based API to interact with Tally.
• 😀 To begin, you need to install .NET Desktop Runtime 6.0.3, Python 3.10.2, and download the Tally Connector and related files.
• 😀 The process involves creating a virtual environment in Python, installing necessary packages, and setting up the project folder structure.
• 😀 Make sure to only keep the .NET 6 runtime from the Tally Connector folder and remove unnecessary files for a cleaner setup.
• 😀 The Tally Connector library needs to be added to your Python environment path for easy access and better IntelliSense support in your IDE.
• 😀 After setting up the project, you can verify if Tally is running using the `check` method, which will return a boolean value based on the server's status.
• 😀 You can retrieve the active Tally company using the `getActiveTallyCompany` method and even change the active company using the `changeCompany` method.
• 😀 Tally's `getCompaniesList` method allows you to fetch a list of all open companies, enabling interaction with data from multiple companies.
• 😀 Tally's API supports fetching various master data like groups, cost categories, and others using the `fetchAllTallyData` method.
• 😀 By iterating through master types, you can fetch specific master data, such as groups, from Tally and process them within Python.
• 😀 The video explains how to structure the code to handle data from multiple companies, providing a method to loop through and fetch relevant data for each company.

Q & A

What is the main purpose of this video series?

The main purpose of this video series is to demonstrate how to integrate Tally with external applications using Python, specifically by using an open-source library called Tally Connector.

Which library is used for integrating Tally with Python in this series?

The library used for integrating Tally with Python in this series is the Tally Connector, which provides an object-based API to interact with Tally.

What is the first step to set up the project for Tally integration?

The first step is to download the necessary dependencies, including the .NET desktop runtime version 6.0.3 and Python 3.10.2.

What should you do if you already have the required dependencies installed?

If the required dependencies are already installed, you can skip the installation steps.

How do you handle unnecessary files after downloading Tally Connector?

After downloading Tally Connector, you should keep only the .NET 6 folder, delete the other unnecessary folders, and ensure that the remaining files are in the root folder.

What is the role of the virtual environment in the setup process?

The virtual environment is created using the 'virtualenv' package, allowing for an isolated Python environment in which dependencies can be managed without affecting the global Python environment.

How do you ensure IntelliSense works correctly with Tally Connector?

To ensure IntelliSense works correctly, you need to add the path to the Tally Connector library in the 'python.analysis.extraPaths' setting in your project configuration.

What does the 'get_active_company' method do?

The 'get_active_company' method retrieves the currently active company in Tally, and the result will display the name of the active company.

How can you fetch a list of all companies opened in Tally?

To fetch a list of all companies opened in Tally, you use the 'get_companies_list' method from the Tally Connector, importing the 'Company' class for typing support.

What method do you use to fetch all the master data from Tally?

You use the 'fetch_all_tally_data' method to fetch all the master data from Tally, which is then stored in the 'tally.masters' object. You can retrieve specific types of masters by calling the 'get_masters' method.

How do you change the company in Tally for future data requests?

To change the company in Tally for future data requests, you can use the 'change_company' method of the Tally instance, passing the name of the desired company as a parameter.