Import into Tally
Map source data to ledgers, stock items, and vouchers. Prepare Excel or XML workflows with validation before you import.
TALLY IMPORT & EXPORT
Your Tally data. Working everywhere.
Reduce repetitive entry and make accounting data more useful. We help plan and build Tally import, export, and integration workflows around your company, data formats, and reporting needs.
MAKE YOUR DATA GO FURTHER
A better flow for your business.PRACTICAL SOLUTIONS, PURPOSEFULLY BUILT
Bring your data together.
A clear approach to the records, formats, and connections your business needs.
Export from Tally
Bring selected masters, transactions, and reports into spreadsheets or downstream applications for review and reporting.
Connect your ERP or portal
Design a controlled XML-over-HTTP integration with your business application and the Tally environment you operate.
Review & reconcile
Define duplicate handling, retain processing results, and compare record counts and totals before completing a migration.
SEE HOW IT COMES TOGETHER
A simpler journey
for your data.
Explore three ways to connect your accounting workflow. Switch between import, export, and ERP integration to see what each approach involves.
The sample files show a starting structure for discussion. Final fields and mappings are defined for your Tally setup.
EXPLORE THE POSSIBILITIESIllustrative workflow
Your spreadsheetSource data
TallyPrimeConnected destination
From spreadsheets to structured entries.
Map your columns, check required fields, and prepare masters or vouchers for a controlled import.
- 1Map source fields
- 2Validate & review
- 3Import & reconcile
| Ledger name | Parent group | Opening balance |
|---|---|---|
| Sample Customer A | Sundry Debtors | ₹0.00 |
| Sample Supplier B | Sundry Creditors | ₹0.00 |
| Sample Sales | Sales Accounts | ₹0.00 |
Download sample CSVExample structure · requires mapping
Preview only. Live transfers require a configured connector. Formats vary by Tally version and record type.
Discuss this workflowSTART WITH WHAT MATTERS
The data behind your day.
We confirm supported records and formats during scoping, based on your TallyPrime release and configuration.
Accounting & inventory masters
Ledgers, ledger groups, stock items, units, and other agreed master data.
Transactions & vouchers
Sales, purchases, receipts, payments, journal entries, and agreed adjustments.
Reports & business insights
Outstanding balances, sales summaries, stock information, and ledger reporting.
Excel and XML workflows depend on record type and version. PDF is a report output, not an import format. Review Tally’s import guidance and export guidance.
A LITTLE MORE CLARITY
Good questions.
Straight answers.
Have something else in mind?
Let’s talk it throughWhat can I import into Tally?
Depending on your TallyPrime release and company configuration, an import workflow can cover accounting and inventory masters, and transactions such as sales, purchases, receipts, and payments. We confirm the fields, voucher structure, and mapping with a sample before implementation.
Can you connect Tally to my website or ERP?
We can scope a custom connector between your application and Tally using its XML-over-HTTP interface. The implementation needs access to your running Tally environment and the correct company. Connection, permissions, and deployment are agreed for your setup.
Can I use my existing Excel files?
Yes, existing spreadsheets can be reviewed as a starting point. The column mapping, mandatory fields, and TallyPrime version determine the preparation required. CSV files may need conversion or a custom connector; they are not a universal native Tally import format.
How do you handle duplicates and errors?
We agree record identifiers and duplicate rules, validate required fields, and capture processing results. We recommend testing on a backed-up company, then comparing counts and totals before a production import.
Does this website connect to my Tally company?
No. The workflow explorer uses illustrative records and downloads sample CSV files. A live import, export, or scheduled sync requires a separately configured connector and access to your Tally environment.
How is an integration priced?
Scope depends on your data types, source format, number of companies, validation rules, and whether you need a one-time migration or ongoing synchronization. Share a non-sensitive sample structure so we can discuss the work required.
YOUR NEXT CHAPTER STARTS HERE
Let’s make better
work happen.
Have an idea, a challenge, or a workflow that needs a rethink?
We’d love to hear about it.
Start a conversation No jargon. Just a useful conversation.