How to integrate woo-commerce with Tally

WooCommerce is a widely-used platform that allows sellers to create and manage their own e-commerce websites. With our Woo-commerce to Tally-integration, sellers can integrate their entire financial transactions into tally account software without any manual interactions. In this article, we have explained the transactions which can be integrated and its process for integration.

Scope of integration

With our Woo-commerce to Tally import tool, user can integrate following:-

• Stock items with SKU, HSN and other GST details.

• Customer ledger with address, contact details and GST detail. 

• Sales order

• Sales return

• Payment: These can be knocked off against order IDs.

How this integration works

• Generate following credentials from the Woo-commerce panel:-

  1. Consumer Key

  2. Consumer secret

• Load Woo-Commerce to Tally Module (TCP) in Tally.

• Import transaction on just a click of button.

Steps for Integrating Woo-Commerce with Tally:

1. Follow this guide to load the required TDL file.

2. Once loaded, you’ll see a new option, “Woo-Commerce Integration”, on the Gateway of tally (Refer Figure 1).

   

Figure 1: Woo-commerce integration 

3. Click on Woo-Commerce Integration and select “Set Credentials” (Refer Figure 2). Enter your Woo-Commerce Store URL, Consumer Key, and Consumer Secret provided by our team (Refer figure 3).

Figure 2: Woo-commerce Integration credential page 

Figure 3: Woo-commerce integration credentials detail 

4. Choose option “Import Woo-Commerce Orders” and specify the date range for the orders you want to import (Figure 4).

Figure 4: Date Range for Woo-commerce orders

5. After the orders are displayed on the Tally screen, follow this sequence to import the data:

• Import New Stock Items (F5)

• Import New Ledgers (F4)

• Import Vouchers (F2)

Figure 5: Entries displayed on the screen

6. After following these steps, all relevant data from Woo-Commerce will be imported into Tally, streamlining your accounting process.