Check every connector at once
Settings → Connectors lists every connector you may manage, across your clients. It answers “is anything not checking in?”; enrollment and revocation happen on each client’s page.
Select a row to open that client. If the table says No connectors enrolled, use Open a client to go to Clients and enroll one there. The Connector column on the Clients list shows the same Live, Idle, Stale and Never seen states per client, or None if nothing is enrolled.
Follow an approved invoice to Tally
1
Confirm that the invoice was approved
Open the invoice from Review queue or Clients → [client] → Books → Invoices. If it still needs review, resolve any Not postable to Tally yet blockers and approve it, or check the firm’s automation policy. After approval its status is Approved, and the invoice page shows a Tally handoff line with the command state, attempt count and any Last error. Approved by itself is not a delivery receipt.
2
Check the connector's heartbeat
In Settings → Connectors, or on Clients → [client] → Setup → Connector, find the client’s active connector. If a command is pending and the connector is Stale, Never seen or revoked, check the Windows machine and its Tally connection with its operator before retrying anything.
3
Handle interruption without duplicate imports
If a command shows Last error, read it alongside Last seen and the connector’s availability. If the outcome is uncertain or the command has been claimed, reconcile the actual voucher in Tally before any further action; do not manually import or reapprove the same invoice blindly. Once the connector has claimed a command, the review can no longer be rejected or reopened, because the voucher may already exist in Tally.
Enroll or replace a client’s connector
1
Open the client's Connector tab
Open Clients → [client] → Setup → Connector (titled Windows connector enrollment). Under Enrolled connectors, each entry shows its label, Active or Revoked, Token prefix, Enrolled and Last seen (Never means no check-in yet). A revoked entry also shows when it was revoked. With none, the tab says No connector is enrolled yet.
2
Enroll a connector
Type a Connector label (required, up to 120 characters) identifying the Windows machine, such as
Front-office laptop, and select Enroll connector. Each client can have only one active enrollment. The connector must run on the Windows machine where TallyPrime is open.3
Store the token once
The notice Copy the enrollment token for “…” now. shows the token exactly once; only its hash is stored, so it cannot be shown again. Select Copy token (it changes to Copied to clipboard), or select the text manually if the browser blocks clipboard access. Paste it only into the connector configuration on the Windows machine, then select I have stored it — dismiss. A lost token cannot be recovered: revoke the enrollment and enroll again.
4
Replace a connector
Select Revoke on the active enrollment and confirm Revoke connector. It stops claiming Tally work immediately and its token can never be used again, but revoking does not tell you whether work it already claimed was posted. Then enroll the replacement.
When enrollment is refused
- Give the connector a label so it can be identified later. The label is blank; type one.
- This client already has an active connector. Revoke it before enrolling a replacement.
- The browser blocked clipboard access. Select the token above and copy it manually.
- The Connector tab is missing: your role cannot manage connectors, or you are not assigned to this client. Ask an Owner.
Still stuck?
Open a case from Help & support in Pragma, or book a walkthrough and the team will show you around on a call. Can’t sign in? Contact support.