Tally ERP + WhatsApp API Integration — Complete Guide 2025

Tally manages every transaction for millions of Indian businesses. WA.Expert makes sure customers know about those transactions instantly — on WhatsApp, India's most trusted communication channel. Send Tally invoices, payment reminders, and outstanding statements via WhatsApp automatically.

Connect Tally ERP / TallyPrime + WhatsApp → Talk to an Expert

3M+

Indian businesses using Tally ERP / TallyPrime

ODBC

Connect via Tally ODBC for real-time data access

TDL

Custom TDL scripts for Tally → WhatsApp automation

GST-ready

Tally GST invoices delivered as PDF via WhatsApp

What You Can Automate

Top use cases for Tally ERP / TallyPrime + WhatsApp API

Tally ERP (TallyPrime) is the accounting backbone of Indian business — used by 3+ million businesses for invoicing, inventory, GST and payroll. WA.Expert connects to Tally via ODBC or TDL to send invoices, payment reminders and ledger statements directly via WhatsApp.

📄

Invoice created → WhatsApp

New sales voucher in Tally fires WhatsApp to buyer with PDF invoice attached.

⏰

Payment due → WhatsApp reminder

Outstanding ledger entries trigger WhatsApp payment reminders based on due dates.

📊

Monthly statement → WhatsApp

End-of-month outstanding statement sent to each debtor via WhatsApp automatically.

✅

Payment received → WhatsApp receipt

Payment voucher entry in Tally fires WhatsApp receipt to the payer.

Trigger → Action

How Tally ERP / TallyPrime events trigger WhatsApp messages

Tally ERP / TallyPrime trigger	WhatsApp action (WA.Expert)	Business impact
New sales voucher in Tally	WhatsApp invoice to buyer with PDF	Instant invoice delivery
Debtor overdue 7 days	WhatsApp payment reminder with outstanding amount	Collection automation
Debtor overdue 15 days	Firmer WhatsApp with total overdue breakdown	Escalation sequence
Month end debtors report	WhatsApp outstanding statement to each debtor	Monthly reconciliation
Payment receipt voucher	WhatsApp payment acknowledgement to payer	Professional close

Setup Guide

How to connect Tally ERP / TallyPrime to WhatsApp API

Choose your Tally-WhatsApp connection method

Three options: (1) Tally ODBC — read Tally data in real-time via ODBC, send to WA.Expert API. (2) TDL script — custom Tally Definition Language script exports data and calls WA.Expert. (3) Third-party connector (iSMS Tally plugin, WhatsApp4Tally) — pre-built connector that bridges Tally and WA.Expert.

Set up Tally ODBC connection

Enable ODBC server in Tally: F12 → Configure → Advance Config → Enable ODBC Server. Set port (default 9000). Connect from your automation script using Tally ODBC to read voucher data.

Write automation script

A Python or VBS script runs on the Tally server machine. It reads new sales vouchers from Tally via ODBC, extracts customer phone and invoice data, calls WA.Expert API to send the WhatsApp, and logs the send to avoid duplicates.

Export invoice as PDF

Use Tally's print-to-PDF or Tally's HTTP export to generate the invoice PDF. Attach it to the WhatsApp message via WA.Expert's document message type.

Schedule outstanding reminders

Create a scheduled script that runs daily at 9 AM. It queries Tally's debtors ledger via ODBC, identifies entries overdue by 7, 15, and 30 days, and sends the appropriate WhatsApp reminder to each debtor.

Sample Tally ERP / TallyPrime → WhatsApp configuration

// Tally ODBC → WA.Expert (Python example)
import pyodbc, requests

# Connect to Tally ODBC
conn = pyodbc.connect('DSN=TallyODBC;')
cursor = conn.cursor()

# Fetch today's new sales invoices
cursor.execute("""
  SELECT VOUCHERNUMBER, PARTYMOBILENUMBER,
         PARTYNAME, AMOUNT
  FROM VOUCHER
  WHERE VOUCHERTYPE='Sales' AND DATE=TODAY
""")

for row in cursor.fetchall():
    requests.post("https://api.wa.expert/v1/send",
        json={"to": row.PARTYMOBILENUMBER,
              "template": "tally_invoice",
              "variables": {"voucher": row.VOUCHERNUMBER,
                             "amount": row.AMOUNT}})

WA.Expert handles WhatsApp API authentication, template approval, and delivery. You pass the trigger data from Tally ERP / TallyPrime — no WhatsApp API expertise needed on your end.

FAQ

Tally ERP / TallyPrime + WhatsApp — common questions

What is the easiest way to connect Tally to WhatsApp?

The easiest approach for non-technical users is a pre-built Tally-WhatsApp connector (several are available from Indian software vendors as Tally add-ons). For technical users, Tally ODBC + Python script is the most flexible and cost-effective approach.

Does Tally ERP 9 (older version) work with WhatsApp?

Yes — Tally ERP 9 supports ODBC connection. The integration approach is the same. However, TallyPrime (the newer version) has better API support and is recommended for new integrations. If you're still on Tally ERP 9, the ODBC approach works but upgrading to TallyPrime gives better data access options.

Can I send the actual Tally invoice PDF via WhatsApp?

Yes — Tally can export invoices as PDF via print-to-PDF configuration. The Python script exports the PDF and attaches it to the WhatsApp message via WA.Expert's document message API. The recipient receives the exact same PDF that Tally generates — complete with GST details, company letterhead, and terms.

How do I get the customer's phone number from Tally?

In Tally, phone numbers are stored in the ledger master under "Contact Details." For the ODBC integration to work, ensure all your customer/debtor ledger entries have mobile numbers populated. The ODBC field is typically PARTYMOBILENUMBER or accessible via the Contacts table.

Is this a one-time setup or ongoing maintenance?

The initial setup (ODBC connection, script writing, template creation) is a one-time investment of 4–8 hours. Once running, the script runs automatically (scheduled via Windows Task Scheduler or Linux cron). Maintenance is minimal — occasional template updates and phone number data quality improvements.

Can I use this for B2B wholesale outstanding collection?

Yes — wholesale businesses with 50–500 debtors find the Tally + WhatsApp integration extremely valuable. Monthly WhatsApp outstanding statements replace manual phone calls to debtors. Payment collection cycles shorten by 30–40% when debtors receive WhatsApp reminders vs waiting for a collection call.

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