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OAuth – FAQ

This page lists frequently asked questions about OAuth-based e-mailing in TallyPrime

You will be able to view the list of e-mail servers only when your system is connected to the internet. Ensure that you have an active internet connection to load the supported Common E-mail Servers.

You will not be able to view the additional fields as they are related to SMTP settings. Since Microsoft doesn’t support e-mail sending through SMTP, only the relevant fields for Microsoft e-mail setup are displayed.

When you select L (Login via Browser) option enter the password of your e-mail account in the browser to complete the login process.

After a successful login, your e-mail session remains active as long as you continue using TallyPrime. You will not be required to log in again during this time.
You need to log in again only when you close and restart the application.

Browser-based login is set as the default authentication method for supported e-mail providers. You can switch to password-based authentication for the selected e-mail profile by clicking Alt+P (Login with App Password).

Yes, you need to allow all the permissions shown in the browser after selecting the Login via Browser option. These permissions are required to ensure that e-mails are sent successfully from your e-mail account.

To send an e-mail.

  1. Open any invoice or report, and press Ctrl+M (Current).
    Alternatively, you can select Others to share reports as per your requirements.
  2. In the E-mail From field:
    1. New users: Select Create and set up a new e-mail profile.
    2. Existing users: Select an e-mail profile from the List of Profiles.
  3. In the E-mail To field, select New Address, Multiple Address, or Show Last Used, as required.
  4. Set Show Additional Options to Yes, enter the required details.
  5. Press M (E-mail).
  6. Click Sign in with Google (or the relevant provider) and choose an account.
    1. New users: Select Use another account and enter the e-mail ID and password.
    2. Existing users: Select the same account configured in TallyPrime.
  7. Grant the required permissions.
    1. For Google, select Send email on your behalf and click Continue.
    2. For Microsoft, click Accept to approve permissions.
  8. Once your login is successful, close the browser window.
  9. Return to TallyPrime, and press S (Verify Login & Send).

Once authenticated via OAuth, you can now send e-mails seamlessly from TallyPrime.

Each TallyPrime instance maintains its own independent session. Sessions are not shared across instances or machines. For same e-mail profile, separate logins will be maintained in different Tally instances (similar to e-mail logins in different browsers in the same system).

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