Documentation

Fixflow Connector Deployment Guide

This guide provides a production-ready setup flow for connecting TallyPrime to Fixflow. It includes a standard onboarding flow for most teams and an optional remote access deployment for advanced use cases.

Last updated: March 20, 2026

Overview

Most deployments are completed in under 15 minutes. For regular office operations, no router configuration is required.

Use the optional remote access section only when users need access from outside the office network.

Quick Setup

  1. 1. Install the Fixflow connector on the same system where TallyPrime is running.
  2. 2. Open Fixflow and navigate to App > Connect Tally.
  3. 3. Generate a pairing code.
  4. 4. Enter the pairing code in the connector application.
  5. 5. Keep TallyPrime open until initial sync completes.
  6. 6. Verify Connected status in Fixflow.

Pre-Setup Checklist

  • - TallyPrime is installed and a company is open.
  • - You can install software on the Tally system.
  • - Internet connection is stable for initial sync.
  • - You can access your Fixflow account.

Connect Your Tally Company

Step 1: Open Connect Tally

Go to Connect Tally inside the Fixflow application.

Step 2: Install and Pair

  1. 1. Download and install the connector.
  2. 2. Click Generate Pairing Code in Fixflow.
  3. 3. Enter the 6-digit code in the connector app.

Step 3: Verify Initial Sync

  1. 1. Keep both TallyPrime and connector app open.
  2. 2. Wait for first sync to finish.
  3. 3. Confirm status changes to Connected.

If connector cannot reach Tally

In TallyPrime, open F1 (Help) > Settings > Connectivity and set Port Number to 9000.

Optional Remote Access Setup (Port 9000 Deployment)

This section is required only if users need to connect from outside the office network.

1. Configure TallyPrime

  1. 1. Open TallyPrime.
  2. 2. Navigate to F1 (Help) > Settings > Connectivity.
  3. 3. Set Port Number to 9000.
  4. 4. Enable ODBC Server if your deployment requires it.
  5. 5. In license settings, enable Allow Remote Access.

2. Create Windows Firewall Rule

  1. 1. Open Windows Defender Firewall with Advanced Settings.
  2. 2. Create a new inbound rule for TCP port 9000.
  3. 3. Allow the connection for Domain, Private, and Public profiles.

Verification command:

netstat -an | find "9000"

Expected: TCP 0.0.0.0:9000 LISTENING

3. Identify Local IP and Validate LAN

Get local IP:

ipconfig

Test from another device in the same network using 192.168.x.x:9000

4. Configure Router Port Forwarding

ParameterValue
External Port9000
Internal Port9000
Internal IP192.168.x.x
ProtocolTCP

5. Validate External Reachability

  1. 1. Find public IP from whatismyipaddress.com.
  2. 2. Test from outside network using PUBLIC_IP:9000.

Security Recommendations

For production environments, use secure network practices for any remote deployment.

  • - Prefer VPN access over direct public port exposure.
  • - Restrict allowed source IP ranges in firewall and router policies.
  • - Keep TallyPrime and Windows updates current.
  • - Disable unnecessary services on the connector host machine.
  • - Enforce strong administrator credentials.

Use Fixflow After Connection

  • - Dashboard: live financial overview and key metrics.
  • - Ask: natural-language analysis on synchronized Tally data.
  • - Reports: scheduled and generated financial reports.
  • - Settings: alerting and account-level controls.

Sync and Refresh Behavior

  • - Initial sync starts immediately after pairing.
  • - Automatic sync runs every 5 minutes while connector is active.
  • - Keep both TallyPrime and connector app running for continuous updates.
  • - Connector is read-only and does not modify accounting data.

For compliance and data policies, refer to Privacy and Terms.

Troubleshooting

IssueLikely CauseRecommended Action
Pairing code rejectedCode expiredGenerate a new code and retry immediately
Connector cannot connect to TallyTally offline or port mismatchOpen TallyPrime and verify connectivity port is 9000
Connected but recent data not visibleInitial sync still processingKeep connector running and refresh dashboard after a few minutes
Accessible in office but not externallyRemote network path not configuredComplete remote access deployment or switch to VPN/tunnel

Frequently Asked Questions

Is remote port configuration mandatory?

No. It is required only for external network access.

Does Fixflow write back to Tally?

No. Connector behavior is read-only.

How often is data refreshed?

Every 5 minutes while connector is running.

What should remain open for continuous sync?

Keep both TallyPrime and connector application active.

Support Checklist

Share the details below for faster resolution:

  • - Company name shown on the Connect Tally page.
  • - Screenshot of connector status and visible error message.
  • - Whether issue occurs on office network, external network, or both.
  • - Confirmation of whether remote access deployment was configured.

Support contact: hello@fixflow.app