Connect Tally to SMS & WhatsApp
Get Click Media connects your Tally invoice and payment data to SMS and WhatsAppthrough our documented REST API, so payment reminders and invoice notifications go out automatically instead of manual follow-up calls. Tally doesn't have a native app-store plugin ecosystem, so this runs as a REST API integration built around Tally's own XML/ODBC data-export capability, with setup typically handled by Get Click Media's integration team.
REST API integration · Built on Tally's XML/ODBC export · SMS & WhatsApp delivery · Setup by GCM's integration team
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How the Tally Integration Works
There's no one-click Tally app to install. This is a REST API integration built around Tally's own data-export capability, set up by Get Click Media's integration team.
Tally data export is configured
Tally doesn't have a native webhook or app-store plugin ecosystem, so invoice and payment data is made available outside Tally using Tally's own XML export or a live ODBC connection- whichever fits your setup.
Get Click Media's integration team maps the fields
Invoice number, due date, amount, customer name, and mobile number are mapped from your Tally ledger structure to the fields our messaging platform needs.
Trigger rules are defined
Rules are set for when a message should fire- invoice raised, payment due in N days, payment overdue, or payment received- based on entries in Tally.
Messages send automatically via REST API
When a trigger condition is met, the connector calls Get Click Media's REST API to send the SMS or WhatsApp message- no manual sending required.
Delivery status is available on Get Click Media's dashboard
Every send, delivery status, and WhatsApp read receipt is visible on Get Click Media's dashboard, without needing to check Tally for confirmation.
Tally + SMS & WhatsApp
SMS
SMS is the primary channel for Tally payment reminders- it runs on the DND-exempt transactional route for existing customers, needs no opt-in for payment-related content, and reaches any mobile number without an app or data connection. It's the dependable default for invoice-raised and payment-due notifications.
WhatsApp is the secondary, richer channel. Where a customer's number is on WhatsApp, the same trigger can attach a payment link or the invoice PDF instead of a plain text line- useful for B2B invoices where the customer wants the document itself alongside the reminder.
What the Tally Integration Automates
Invoice-Raised Notification
The moment a new invoice is recorded in Tally, the customer gets an SMS or WhatsApp message with the invoice number, amount, and due date.
Payment-Due Reminder (N Days)
A configurable reminder- for example 7 days and 2 days before the due date- goes out automatically so payment doesn't lapse from simply being forgotten.
Payment-Overdue Reminder
Once a due date passes without a matching payment entry in Tally, an overdue reminder fires- with the option to repeat or escalate the longer it stays unpaid.
Payment-Received Confirmation
When a receipt entry is recorded against an invoice in Tally, the customer gets an automatic confirmation- closing the loop without a manual thank-you call.
Monthly Statement / Reminder Batch Send
A scheduled batch run sends a statement summary or consolidated reminder to every customer with an open balance in Tally- typically at month-end.
Why Get Click Media for Tally
Documented REST API with SDKs
Tally has no native plugin marketplace, so this integration runs on Get Click Media's fully documented REST API, with SDKs for Node.js, Python, PHP, and Java- the same infrastructure used across our platform.
Our integration team handles the mapping work
Get Click Media's integration team maps the invoice number, due date, amount, and customer contact fields and sets up your trigger rules, so you don't have to build the connector yourself.
DLT-registered SMS for DND-exempt delivery
SMS templates are registered on the TRAI DLT platform under your entity, so payment reminders and invoice notifications on the transactional route reach customers even if they're on DND.
WhatsApp option for richer invoice delivery
Where a customer's number is confirmed on WhatsApp, the same trigger can send a payment link or attach the invoice PDF directly, instead of just a text reminder.
Ready to connect Tally to SMS and WhatsApp?
Talk to our integration team about mapping your Tally invoice and payment data to automated reminders and notifications via our REST API.
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Tally Integration FAQs
No. Tally doesn't have an app-store or plugin ecosystem the way platforms like Shopify or Salesforce do, so there's no one-click install. Instead, Get Click Media builds this as a REST API integration- Tally's invoice and payment data is exported using Tally's own XML or ODBC export capability, and our integration team maps that data to trigger SMS and WhatsApp sends through our REST API.
Setup time depends on how Tally is deployed- a single company data file versus multiple locations- and which export method is used, XML export or a live ODBC connection. Get Click Media's integration team confirms an exact timeline once they've reviewed your Tally setup and export access during onboarding.
The most common triggers are an invoice being raised, a payment falling due in a configurable number of days, a payment becoming overdue past its due date, and a payment being received against an invoice. Get Click Media's integration team can configure additional trigger rules based on your specific Tally ledger structure.
Transactional and service-category SMS in India runs on a DND-exempt route, and payment reminders and invoice notifications to your own existing customers typically qualify. Get Click Media registers your sender ID and templates on the TRAI DLT platform under your entity so these messages are delivered correctly on the transactional route.
Yes. Where a customer's number is confirmed on WhatsApp, the same Tally-triggered message can carry a payment link or an attached invoice PDF instead of plain text- useful for B2B customers who want the document itself alongside the reminder.
It works alongside Tally, not instead of it. Tally remains your system of record for invoices, payments, and ledgers- this integration reads that data, via Tally's export capability, and adds automated SMS/WhatsApp delivery on top, so reminders reach customers on channels they actually check instead of staying inside Tally as an internal note.
Only the fields needed for messaging- invoice number, due date, amount, and customer contact- are mapped and transmitted, not your full Tally company data. Get Click Media processes this data on India-hosted infrastructure in line with DPDP 2023 requirements.
Both Tally Prime and Tally ERP 9 support XML and ODBC-based data export, which is what this integration relies on. Get Click Media's integration team confirms the exact export method during onboarding based on your specific Tally version and deployment.
Turn Tally payment data into automatic reminders
Get Click Media's integration team maps your Tally invoice and payment data to our REST API- request a demo and we'll walk through setup for your specific Tally deployment.