How to Easily Shift/Migrate Your Data to TallyPrime

Priyanka Babu |Updated on: April 23, 2024

Many businesses use Excel spreadsheets to manage their books of accounts. While this setup may be enough for a small organisation, businesses find it necessary to adopt an accounting software when they begin scale their operations. Adopting a new software comes with its difficulties.  

When you start to use the new software for your accounting operations, the first step you will need to perform is entering all of your spreadsheet data into the new system. For many software products in the market this is a manual task.

With TallyPrime you can easily migrate your excel data to the software. The latest version of TallyPrime 4.0 has a handy Excel Import function. As the name suggests, this feature will help you to migrate all the data from your Excel files to the software without any manual effort.

Steps to migrate data to TallyPrime from an Excel worksheet 

Given below are the steps to migrate data from Excel spreadsheet to TallyPrime

1. Click on Alt+O, and then choose the Configurations from the Import Screen.

1. You will see the List of Configurations on the screen now. Click on the Show More option to view the entire list.
2. In this list, there are two sections—General and Banking. Here are the options you will see under the Banking section:
   • Location of the Import/Export Files—Choose where to save the file after successful import or export.
   • The behaviour of Import when exceptions exist—When the original file has some exceptions (like missing data or invalid data), how do you want to import it to TallyPrime? Choose if you want to ignore the exceptions, import with exceptions, or stop the import when you notice the first exception.
   • Overwrite vouchers—Set the option to “Yes”. This way, duplicate vouchers will be overwritten if the export and import files are of the same company.
   • Removal of invalid characters—Set the option to “Yes”. This way, invalid characters like additional spaces, tabs and other noise characters will be removed from the Excel file before importing.
   • Import batch size—How many files do you want to import at a time? You can set the batch size accordingly here.
   • Enable detailed log—Do you want to see a detailed log of errors during data import? Set the option as per your preferences.

Once you follow these steps, your data gets seamlessly migrated to TallyPrime so that you can continue your business operations effectively.

Advantages of migrating data to TallyPrime

• With only a few clicks, you can migrate all the data on your vouchers, customer orders and other external software to TallyPrime. This saves you a great deal of time and effort while eliminating manual errors.
• Thanks to the import functionality in TallyPrime, you can import any data in the new software at your convenience. Even if the original file has invalid data, missed data, or unorganised data, you can easily import to their respective fields on TallyPrime.
• Once you import the data in TallyPrime, you can save this template for later use for similar kinds of data. It also provides several samples, which you can use to import your data to get the correct data in the proper fields within minutes. You can even customise a template as per your preferences.
• When you import data to TallyPrime, you can also select the option of seeing detailed error logs. This helps you check for possible log errors, and correct them automatically. These logs will help you avoid similar errors in the next batch of imports.

Bottom Line

With the new version of TallyPrime 4.0, you can easily and accurately integrate your existing files—whether they are on Excel or any other external software—into TallyPrime. The process is fully automated, leaving no room for manual errors.

The best part of this import process is choosing the templates that suit your business. Regardless of the format and type of data in the source file, you can trust the import functionality of TallyPrime to integrate data into your new Tally software successfully.