Tally ODBC with Microsoft Word

Consider the following scenario. A company wants to send greeting cards to its customers. It can use the names and addresses of customers, stored in the Tally database to print labels. The steps to be followed are:

Ensure ODBC Server is displayed on Tally’s calculator pane.

Open MS Word. 

Click on Tools > Mail Merge from the Menu bar.

From Main Document, click Create > Mailing Labels.

Click on Active Window.

In the Mail Merge Helper dialog box, click on Get Data > Create Data Source. Click on MS Query …from the Create Data Source dialog box.

Select TallyODBC from the Microsoft Query screen. 

Query Wizard displays fields from Tally. Select Ledger and click the “>” button to select fields required in the query.

The screen appears as:

Use the Filter Data dialog box to limit the data to suit your requirement.

Sort the data in ascending or descending order in the Sort Order dialog box.

Click on Finish to complete the Query process.

In Create Label dialog box, click on Insert Merge Field to insert the fields and click OK.