For an assisted read-only trial on Empire or TallyPrime, bring non-secret installation details, the exact company and books, authorised users, required questions and a matching report. Before connection, record where data will be processed, who can access it, how access is revoked and who owns refresh failures.
Bring non-secret installation details
Software names alone do not establish compatibility. Record the product name as displayed, version text, operating environment, financial year, company and book names, and the reports you want to compare. Do not include passwords, licence keys, connection strings or customer data. Ask your Empire or Tally administrator where to find version details; this guide does not invent a menu path for either product.
| Field | What to provide | Keep out |
|---|---|---|
| Product and version | Exact displayed product and version text (Empire or TallyPrime) | Licence key |
| Environment | Server/workstation type and financial year | Passwords or connection strings |
| Scope | Company and book names proposed for the trial | Unneeded customer records |
| Question | One supported business question and matching report name | Public upload of the report |
The Empire connector overview describes the current, live starting point. TallyPrime is the next planned connector — check current availability before assuming Tally support is already active on your account. Either way, the first version reads supported business records. It does not establish permission to post bills, change orders or send customer messages.
Agree company and book scope
The owner and accounts person should list included, excluded, test and separately owned books or companies. Decide what "our business total" means before setup. Adding companies does not automatically remove intercompany transactions, in Empire or in Tally.
| Decision | Record |
|---|---|
| Included scope | Exact company and book identifiers |
| Excluded scope | Test, unused and separately owned books |
| Default answer scope | One company or a named book set |
| Owner | Person who approves and reviews changes |
Record access and data handling before connection
Ask the setup team to complete a decision record covering where records will run or be copied, which named roles can access them, what data is made available, how access is logged where supported, and how a user or the trial is disconnected. If a required restriction or revocation path is unavailable, stop before connection.
Keep credentials out of chat and public forms. Use only the setup route agreed directly with the team. The product overviews linked here do not independently verify security, residency, freshness or every Empire or Tally version.
Set a freshness stop rule
Choose one authorised recent entry and compare it in your ERP and the connected view. Record the displayed cut-off or last successful update, the expected refresh behaviour, the failure contact and the decision that must pause if the entry is missing.
No universal refresh interval is promised here. A live query, reporting copy and fictional demo have different freshness. If the cut-off is absent or older than the agreed limit, stop using time-sensitive answers until the named owner resolves and retests the refresh.
Run and record acceptance
| Field | Record |
|---|---|
| Question and scope | Exact wording, company/books, period and definition |
| Reference | Matching Empire or Tally report, saved filters and expected result |
| Connected result | Returned amount and displayed cut-off |
| Verdict | Pass only when scope, definition and amount agree; otherwise fail/unresolved |
| Discrepancy | Difference, affected references, owner and retest date |
| Stop/disconnect path | Verified contact and steps supplied by the setup team |
Include an ordinary case and one with a return or unallocated receipt. Do not adjust source records merely to force agreement. Use the reconciliation guide and reproduce the same failed comparison after any correction.
Arrange the assisted setup
Ask about a trial. Send only the non-secret product/version text, company count, report names and business question. Do not upload credentials or customer records through the public form. Confirm the private setup, support and disconnection routes before sharing data.
Questions you might ask
Is Empire or Tally connection a self-service setup?
This guide describes preparation for an assisted trial. Compatibility, scope, permissions and supported questions must be confirmed for the installation, on either product.
Can the first connector enter bills or change orders?
The first version is read-only, for Empire today and for Tally once that connector ships. Future-workflow demonstrations do not establish live posting, dispatch or messaging capabilities.
Is TallyPrime support live today?
Empire is the live connector today. TallyPrime is the next planned connector — check current availability before assuming it is active on your account.