Connect Microsoft Excel and TallyPrime
Integrate Microsoft Excel with TallyPrime to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Row in Microsoft-excel when New Sales Voucher Event Occurs in TallyPrime
Create Spreadsheet in Microsoft-excel when New Sales Voucher Event Occurs in TallyPrime
Update Row in Microsoft-excel when New Sales Voucher Event Occurs in TallyPrime
Find Row in Microsoft-excel when New Purchase Voucher Event occurs in TallyPrime
Create Spreadsheet in Microsoft-excel when New Purchase Voucher Event occurs in TallyPrime
Popular Microsoft Excel + TallyPrime flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Excel
When this happens...
- Request a new Trigger for Microsoft Excel
Choose an action
TallyPrime
Automatically do this!
- Request a new Action for TallyPrime
Find Row in Microsoft-excel when New Sales Voucher Event Occurs in TallyPrime
Use this flowCreate Spreadsheet in Microsoft-excel when New Sales Voucher Event Occurs in TallyPrime
Use this flowUpdate Row in Microsoft-excel when New Sales Voucher Event Occurs in TallyPrime
Use this flowFind Row in Microsoft-excel when New Purchase Voucher Event occurs in TallyPrime
Use this flowCreate Spreadsheet in Microsoft-excel when New Purchase Voucher Event occurs in TallyPrime
Use this flowUpdate Row in Microsoft-excel when New Purchase Voucher Event occurs in TallyPrime
Use this flowAdd Row To Table in Microsoft Excel when New Purchase Voucher Event occurs in TallyPrime
Use this flowFind Row in Microsoft-excel when New Debit Note Event Occurs in TallyPrime
Use this flowCreate Spreadsheet in Microsoft-excel when New Debit Note Event Occurs in TallyPrime
Use this flowUpdate Row in Microsoft-excel when New Debit Note Event Occurs in TallyPrime
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Excel and TallyPrime.
When this happensTriggers
A trigger is an event that starts a workflow.
New Sales Voucher Event Occurs
Runs when a sales voucher is created, updated, deleted, or saved as PDF in TallyPrime.
New Purchase Voucher Event occurs
Skip protocol requested by user for existing TallyPrime trigger. No perform code or input JSON provided; app name and description intentionally empty.
New Debit Note Event Occurs
Runs when a debit note is created, updated, deleted, or saved as PDF in a chosen company.
New CreditNote Event Occurs
Runs when a credit note is created, updated, or deleted in Tally Prime.
New Payment Event Occurs
Runs when a payment is created, updated, or deleted in Tally Prime.
New Receipt Event Occurs
Runs when a receipt is created, updated, or deleted in Tally Prime.
Do thisActions
Action is the task that follows automatically within your Microsoft Excel integrations.
Find Row
Find a Row in a table by column and value
Create Spreadsheet
Create a New Spreadsheet
Update Row
Update Row
Add Row To Table
Add a row to an Excel table
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Learn how to automate Microsoft Excel and TallyPrime workflows.
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About Microsoft Excel
Microsoft Excel is a spreadsheet program included as part of the Microsoft Office suite of applications. It allows users to organize, format, and calculate data with formulas using a spreadsheet system broken up by rows and columns
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About TallyPrime
TallyPrime is business management software for small and medium businesses that simplifies accounting, invoicing, inventory management, financial reporting, and GST compliance.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Excel and TallyPrime accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Microsoft Excel and TallyPrime as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach TallyPrime. No coding required.
Yes. You can set up a workflow where Microsoft Excel triggers actions in TallyPrime, and a separate workflow where TallyPrime triggers actions in Microsoft Excel. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Microsoft Excel and TallyPrime. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Excel and TallyPrime integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.