Tally CRM integration India

PragatiCRM + Tally.
Two systems. Zero conflict.

You don't need to choose between PragatiCRM and Tally. They do different jobs. PragatiCRM handles your sales, operations, and GST invoicing. Tally handles your final accounts and balance sheet. Your CA gets everything they need from both.

Tally Prime compatible Tally ERP 9 compatible GSTR-1 in GSTN format No Tally plugins needed
The question every manufacturer asks

"But I use Tally. Will I have to give it up?"

Every manufacturer, trader, and fabricator who looks at PragatiCRM asks the same question. The answer is no — and we recommend you don't.

Tally is excellent at what it does — your CA loves it, your auditor knows it, and switching your books of account mid-business is never worth the disruption. PragatiCRM was designed to sit in front of Tally — handling everything that happens before the final accounts, and handing off clean data every month.

Who does what

Two systems. One clean workflow.

PragatiCRM and Tally are not competitors — they are colleagues. Each handles the part of your business it was built for.

PragatiCRM handles
  • Customer enquiries, leads, and CRM pipeline
  • Quotations with margin tracking — before you send
  • Sales orders and production workflow
  • Tax invoices — CGST/SGST/IGST auto-calculated
  • Credit notes and payment collection
  • Multi-location inventory and stock transfers
  • GSTR-1 export in GSTN format — one click
Tally handles
  • Trial balance and profit & loss account
  • Balance sheet and financial statements
  • Bank reconciliation
  • Depreciation and fixed assets register
  • Statutory audit workings and schedules
  • Any accounting your CA needs beyond GST filing
"Mere CA ko ab GST ke liye call nahi karna padta. Sab system mein hai." — PragatiCRM client (translated: "My CA no longer needs to call me for GST. Everything is in the system.")
The monthly handoff

How data flows from PragatiCRM to Tally.

Once a month — or more often if your CA prefers — one export moves your invoice data from PragatiCRM into Tally. It takes 5 minutes.

PragatiCRM

Sales, operations,
GST invoicing,
inventory, payments

Tally XML
+ GSTR-1

Your CA

Downloads monthly
from PragatiCRM.
Imports into Tally.

Sales vouchers
in Tally ledgers

Tally Prime

Final accounts,
balance sheet,
audit workings

Every invoice becomes a sales voucher in Tally with the correct CGST, SGST, and IGST ledger entries — automatically separated.

What your CA receives

Three things your CA gets every month.

1

GSTR-1 Excel — ready to upload

PragatiCRM generates the GSTR-1 in the exact GSTN format — B2B invoices (with GSTIN), B2C invoices (consolidated), HSN Summary, and Credit Note Register. Your CA downloads this file from PragatiCRM and uploads it directly to the GSTN portal. Filing time: under 10 minutes.

2

Tally XML — import in 2 clicks

Every invoice from PragatiCRM is exported as a Tally-format XML with separate ledger entries for CGST, SGST, and IGST. Your CA imports this into Tally Prime using the standard data import — no manual entry, no reconciliation. Compatible with Tally Prime and Tally ERP 9.

3

MCA Audit Trail — for Pvt Ltd companies

Every invoice, payment, and modification is logged permanently with the user, timestamp, and before/after values. Your statutory auditor can view the complete audit trail at /admin/audits. Read-only access can be granted to your CA directly. Satisfies MCA Rule 3(1) requirement in full. Learn more about MCA Audit Trail →

Starting from Tally

Migrating your Tally data into PragatiCRM.

If you want to start using PragatiCRM for operations, your existing customers, suppliers, and products come with you. No re-entry.

1

Export from Tally

Use Tally's built-in export to generate CSV files for your customer list, supplier list, and product catalogue. No special plugin needed.

2

Import into PragatiCRM

PragatiCRM's bulk import handles all three master files. The founder assists during the free onboarding session — takes under 30 minutes for most businesses.

Opening balances + go live

Outstanding balances entered as of the go-live date. First real invoice created during the onboarding session. Tally continues running in parallel — no disruption.

Historical transactions before your go-live date stay in Tally. PragatiCRM manages everything from the go-live date forward.

Questions about Tally

Common questions about the integration.

Tally Prime (TP Release 1.0 onwards). The XML format is also compatible with Tally ERP 9. If you are on an older version of Tally ERP 9, the XML import still works — your CA will confirm compatibility in minutes.
No — they continue using Tally exactly as before. They just get a cleaner GSTR-1 export and Tally XML every month instead of raw data from multiple sources. Most CAs find this significantly reduces reconciliation time and the number of calls to you during GST filing.
Yes — customer list, supplier list, and product list can be imported using Tally's export-to-CSV feature and PragatiCRM's import tool. Opening balances are entered as of the go-live date. The founder assists with this during the free onboarding session included with every plan.
No special setup needed. The Tally XML export is available on all PragatiCRM plans from day one — no configuration required. Your CA simply downloads the monthly export file from PragatiCRM and imports it into Tally. If Tally is your official books of account, Tally must also have an audit trail to satisfy MCA Rule 3(1) for Pvt Ltd companies — PragatiCRM's audit trail covers all transactions that originate in PragatiCRM.
PragatiCRM replaces the data preparation step — not the filing itself. Your CA still files GSTR-1 on the GSTN portal. PragatiCRM just hands them a clean, GSTN-format Excel instead of raw data from Tally and Excel combined. For businesses where all invoicing moves to PragatiCRM, your CA may no longer need to extract anything from Tally for GST purposes at all.

Read: How to File GSTR-1 in 2026 — Complete Guide →

Simple pricing

Tally integration included in every plan.

The Tally XML export and GSTR-1 export are not add-ons — they are standard features available on all three plans from day one.

Monthly Annual Save 17%
Starter
2,499 /mo
₹29,990 billed annually · Save ₹5,998/year
5 users · 1 location
  • Tally XML export (monthly)
  • GSTR-1 in GSTN format
  • GST invoicing + credit notes
  • MCA Audit Trail
  • AI Morning Digest
  • Free 1-hour onboarding
Book Free Demo
Professional
7,499 /mo
₹89,990 billed annually · Save ₹17,998/year
25 users · 3 locations
  • Everything in Growth
  • 25 users and 3 locations
  • Priority support
  • Dedicated onboarding (2 sessions)
Book Free Demo

Annual price freeze: Sign before 31 December 2026 and your price is frozen for 24 months — even when we add features and raise prices.

No setup fee. Tally import handled during onboarding. Free 1-hour session with founder.

See it working

See the Tally export live — in 15 minutes.

The founder will show you PragatiCRM creating a real invoice, exporting the Tally XML, and generating the GSTR-1 — in one demo session. Your CA is welcome to join.