Integration Specifications
Prerequisites
How to Log In to Tally
On the Tally login page, enter your email address and password to log in.External authentication accounts such as Google or SSO cannot be used for the integration. For details, see Cannot connect with an external authentication account (Google, SSO).
Integration Setup
- In the integrations screen, search for Tally.
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Enter your Tally login email address and password, then click Connect. The workspace name is optional.
For two-factor authentication input, refer to Connect a SaaS with two-factor authentication (2FA) enabled.
- Once the integration with Tally is successful, registered user information will appear in the account list. If the integration does not complete successfully. Go to the Status tab on the integrations screen, click Edit, and try connecting again. If the issue persists, please contact us via chat.