Silver Setup Guide
Step-by-step setup for a single Tally PC sending invoices directly from its own WhatsApp number.
Gold Setup Guide
Configure Hub & Spoke PCs across your office LAN to send from multiple Tally PCs through one WhatsApp number.
Download the Installer
Download the current Windows installer from the official TallyWhatsApp download page.
Before you start: Use a supported Windows PC with TallyPrime, an internet connection, and a WhatsApp account you can pair as a linked device. Check the single-PC or multi-PC guide for your office layout.
Run the Installer
Close TallyPrime, run the downloaded installer, and follow its on-screen instructions. The installation provides the connector, tray dashboard, and TDL files used for the Tally workflow.
- Approve the Windows installation prompts when requested.
- Open the TallyWhatsApp dashboard after installation.
- Restart TallyPrime so it can load the integration.
TallyPrime must be closed before running the installer. Restart Tally after installation completes.
Activate Your License
Start with the available trial or use the license supplied by your authorized partner. To activate a license key:
- Look for the TallyWhatsApp icon in the system tray (bottom-right of taskbar)
- Double-click it to open the dashboard
- Go to the License tab
- Paste your key and click Activate
License and device questions? Contact support before moving an active installation to another PC.
Need a license after the trial? Find an authorized partner →
Load the TDL in TallyPrime
Confirm the integration TDL is loaded before testing the WhatsApp action:
- Open TallyPrime
- Open F1 (Help) → TDLs & Add-Ons to review loaded local TDLs
- If the integration is missing, use F4 (Manage Local TDLs) and select the TDL loader included with your installation
- Save, restart TallyPrime if prompted, and check that the WhatsApp action appears in the supported voucher screen
Use the TDL file supplied with your installation. The location can vary by installer and Windows setup. See the complete setup guide if you need more detail.
Connect WhatsApp
This connector pairs a WhatsApp account through Linked Devices. Tally's separate built-in WhatsApp integration uses an official business onboarding route; choose the workflow that matches your needs.
- Open the TallyWhatsApp dashboard from the system tray
- Go to the WhatsApp tab
- A QR code will appear
- On your phone: open WhatsApp → Linked Devices → Link a Device
- Scan the QR code
- Dashboard will show Connected ✓
Follow WhatsApp's linked-device prompts and keep the connector PC online. If the session disconnects, return to the dashboard and pair again.
Send Your First Message
Use a test recipient you control before sending to a customer:
- Open a Sales Voucher in TallyPrime
- Make sure the party has a mobile number in their ledger
- Use the WhatsApp action shown in your supported voucher screen
- Review the recipient and document, confirm the send, then check the dashboard status and the test chat
Tip: If the action is missing or the send fails, check the TDL, account connection, and recipient number before trying again.
Troubleshooting
Service not starting after installation ▾
Open the dashboard and check its connection or diagnostic status. Restart the connector and TallyPrime, then contact support with the error shown if the issue persists.
TDL not loading / Alt+W not working in Tally ▾
Confirm the connector is running, then inspect F1 (Help) → TDLs & Add-Ons and load the supplied local TDL as described in Step 4. Restart TallyPrime after making changes.
QR code not appearing / WhatsApp not connecting ▾
Open the dashboard's WhatsApp connection area and reconnect. Scan the new QR code from WhatsApp's Linked Devices screen. If pairing still fails, check connectivity and ask support before resetting an active session.
License key shows "already activated on another PC" ▾
Contact support with the activation error and license details so the device assignment can be reviewed.
Messages not being sent / stuck in queue ▾
Check the dashboard's message status and confirm WhatsApp is connected. Verify the recipient number and retry a single test send. Follow WhatsApp's terms and your recipients' preferences when sending business messages.
Still need help?
Share the TallyPrime version, Windows version, and any dashboard error so support can help diagnose the issue.
Contact Support →