1
Upload Email
2
Customer Details
3
Create in Tally
4
Contract Reference
Step 1 — Upload Customer Files & Generate Intake Excel
What are you setting up?
Upload email/PO PDFs or Excel to extract branch & printer details. Creates Tally ledger + contracts + Pipefy OI card.
Upload one or more Email PDFs (order confirmations) and optional PO PDFs. We'll extract all details and generate a pre-filled Excel for you to review and complete. Each row in the Excel = one branch. You can have up to 3 printers per row.
↑ extracts data from all uploaded files
📄 Already filled the Excel? Upload it here:
Step 2 — Verify Customer Details
Leave blank = uses company name as new group in Tally.
PAN: —
Branch Wise
One invoice per branch
State Wise
One invoice per state
HO Wise
One invoice to HQ, one GSTIN
Step 3 — Create Ledger in Tally
Make sure Tally Prime is open and Server mode is ON.
Help → Settings → Connectivity → Client/Server → Server
⚠ Remember to disable Tally Server mode after you're done.
Step 4 — Create Tally Contracts
Fill contract details below, then click Create Contracts in Tally. One card = one printer dispatched.
Pipefy OI Card
Order Type:
— will auto-create when contracts are submitted above