7 questions to ask any Tally integration vendor.

Evaluating a Tally integration is hard because the failure modes are invisible until a customer hits them: a sync that vanishes, a connector nobody can tell is offline, one client’s data leaking into another’s. Use this checklist to surface those risks before you commit.

It’s vendor-neutral — every question is one you should ask anyone, us included. Where it helps, we’ve noted how Bizmitra Connect answers, and we name only what is genuinely live today.

1. Can your API tell me whether Tally is running right now?

This is the one most tools can’t answer. If the API can’t report the live state of the desktop, your only failure signal is a push that silently goes nowhere. Ask for a real, programmable status — not just a dashboard light. Bizmitra exposes GET /v1/companies/{id}/health with a four-state tally_status (running / not_running / reconnecting / unreachable) and company_status, so your app checks before it syncs. See the connector status API.

2. Is the sync genuinely two-way?

Many "integrations" only push. Ask whether you can also pull what the customer creates directly in Tally — and how. A reliable answer is a poll → fetch → acknowledge loop that needs no public endpoint on your side and gives exactly-once consumption. See two-way Tally sync.

3. Does Tally have to be exposed to the internet?

If the answer involves opening a port or a static IP on the customer’s machine, that’s a security and support problem you’ll inherit. The safe model is a connector that dials out over an encrypted channel, so Tally never needs an inbound port.

4. How is one customer isolated from another?

At scale you’ll serve many customers from one integration. Ask exactly how a connector is scoped so one client can never see another’s companies. Bizmitra pairing is customer-scoped: a machine is authorized for exactly one customer’s companies, and adding a company later auto-flows without re-pairing.

5. Can I ship it under my own brand?

If your customers install desktop software, whose name is on it? A white-label connector — your app name, logo, icon and installer — keeps the relationship yours. Ask whether branding is available to every account or gated behind a tier. See white-label connector.

6. Is every write idempotent?

Networks retry. Ask what happens when the same push is sent twice — a good API takes a transaction_id you control as an idempotency key so retries never duplicate a voucher, and pairs your record to Tally on a stable GUID (not a name or a per-company id).

7. What do errors actually look like?

Silent failure is the enemy. Ask to see the error surface: clear HTTP status codes, a structured { error, message } body, a distinct signal when no connector answered (connector_timeout), and a status endpoint that returns the raw Tally rejection so you can debug a bad ledger or duplicate. If a vendor can’t show you their error codes, that’s your answer.

The 7-question checklist