Getting Started

Set up your Sally ERP account, create your first company, invite your team, and import existing data from Tally or CSV.

1. Creating Your Account

Sally supports two sign-up methods:

Google OAuth — Click “Continue with Google” for one-click signup. Your Google profile name and email are automatically linked. A 14-day Pro trial starts immediately.
Email & Password — Enter your email, set a strong password (min 8 characters, must include uppercase, lowercase, number, and special character), and verify your email.

Tip: If you signed up with Google and want to add password login later, go to Settings → Account to set a password alongside your Google login.

2. Logging In

Visit sallyerp.in/login and choose your method:

Google sign-in (recommended for speed)
Email + password credentials

If you used Google to sign up and try to log in with a password, Sally will prompt you to use Google instead.

3. Forgot Password

Click “Forgot password?” on the login page. The flow:

Enter your registered email address
Receive a 6-digit OTP code via email
Enter the code along with your new password
Password is reset — sign in with the new credentials

4. Creating Your First Company

After signup, you'll land on the onboarding page to create your first company. Required information:

Company name — Your legal business name
GSTIN — 15-character GST identification number (optional for unregistered businesses)
PAN — 10-character PAN number
Address — Registered office address (line 1, line 2, city, state, pincode)
Financial year start — Typically April 1 for Indian businesses

You can manage multiple companies — switch between them using the Company Switcher in the sidebar.

5. Inviting Your Team

Go to Settings → Team to invite members. Available roles:

Role	Capabilities
Owner	Full access including billing and company deletion
Admin	Everything except billing and company deletion
Accountant	Full books, reports, invoicing, bank, periods
Staff	Create/edit vouchers and invoices (no delete, no settings)
Viewer	Read-only access to all data

Invitations are sent via email with a link to accept. Pending invites can be revoked.

6. Importing Your Data

Sally supports two import methods from Import Data (sidebar → Admin → Import Data):

CSV / Excel Import

Download the provided template for the entity type (parties, ledgers, stock items)
Fill in your data following the template format
Upload the file — Sally validates and previews what will be imported
Confirm to commit

Tally XML Import

Export from Tally Prime / Tally ERP 9:

In Tally: Gateway → Export → XML → All Masters + Day Book
In Sally: Select the exported XML file
Choose what to import (checkboxes):
- Ledger masters (account groups + ledgers)
- Voucher transactions (all sales, purchases, payments, receipts, journals)
- Outstanding / bill allocations
- Stock items, stock groups, units, godowns
Options: “Overwrite existing ledgers” and “Skip existing vouchers”
Click Import — progress bar shows real-time status

Note: Large files (100+ MB Day Books) are processed in the background via a dedicated worker. You can close the tab — the import continues. Check back for status.

7. Navigating Sally

Sidebar — Main navigation with collapsible groups (Sales Cycle, Purchase Cycle, Operations, Admin)
Command Palette (Ctrl+K) — Quick search and jump to any page or action
Company Switcher — Top of sidebar, switch between companies
Settings Dialog (⚙️) — Full-screen settings overlay opened from sidebar
Keyboard shortcuts — Tally-style shortcuts throughout the app

Next: Dashboard →