To integrate Swipe with Tally, follow these steps:
- Go to the “Settings” icon on the left dashboard and select “Tally Integration.”
- Download the “Swipe-Tally-Installer” from the Installer section.
- Open the downloaded file and run it. If Microsoft Defender appears, select “More Info” and then “Run anyway.”
- Confirm the action by clicking “Yes” on the pop-up.
- Enter Tally application details:
- Browse for the Tally file path.
- Select the Tally file under Tally Prime.
- Click “Begin Process” to open Tally.
- In Tally, go to “Swipe Integration” under the Utilities section of “Gateway of Tally.”
- On Swipe, generate and copy the passcode.
- In Tally, go to the login section and enter the passcode.
- Confirm login by selecting “Yes” on the pop-up.
Once done, a pop-up will confirm the successful linking of your Swipe account with Tally. Remember, the passcode expires in 2 hours, so generate a new one if needed,for detailed explanation click here