How to Connect Tally in the LucaGPT Beta #

After logging into the LucaGPT Desktop Application, follow the steps below to connect your Tally software. This allows LucaGPT to access your business data and provide intelligent insights.

Step 1: Ensure Tally is Running #

1. Launch Tally on your computer.
2. Make sure it’s in Gateway of Tally or TallyPrime mode.
3. By default, Tally runs its internal server on port 9000.

Step 2: Verify the Tally Port #

1. Open TallyPrime.
2. Press F1 (Help) on your keyboard.
3. Go to Settings → Connectivity.
4. Select Client/Server Configuration.
5. Set “TallyPrime acts as:” to Both (Client & Server).
6. The port number will be displayed on the screen.
7. Note: The default port is usually 9000. If it’s different, make sure to copy the port number exactly as shown.

Step 3: Connect Tally in LucaGPT #

1. Return to the LucaGPT Desktop Application.
2. Find the section labeled “Enter Tally Port.”
3. Enter the correct port number (e.g., 9000).
4. Click the “Connect to Tally” button.

Step 4: Select Your Tally Company #

1. Once connected, you’ll be taken to the Company Select screen.
2. Select the active company currently open in Tally.
3. Click “Connect with Company” to complete the setup.

You’re Connected! #

You are now fully connected to your Tally company inside LucaGPT and ready to use its intelligent features.
 

 

Troubleshooting Tips #

1. Ensure Tally is running and not minimized to the tray.
2. Confirm the port number is correct and not blocked by a firewall.
3. Make sure a company is open and Tally is in Gateway of Tally mode.

Need Help? #

If you encounter any issues while connecting to Tally, feel free to reach out to us:

Email: support@lucagpt.ai

Please include your Tally version, port number, and operating system details for faster assistance.