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https://help.tallysolutions.com/docs/te9rel51/Data_Migration/Tally_72__to_TallyERP_9.htm

Migrating Data from Tally 7.2 to Tally.ERP 9

To migrate the existing data from Tally 7.2 to Tally.ERP 9

  1. Double-click Tally72migration.exe.

  2. Open Tally Data Migration and Tally.ERP 9 simultaneously in separate screens.

A message Ready for Migration appears in the Migration Messages pane.

  1. Select Migrate Data.

  1. Specify the data path, if required.

  1. Select the company from the List of Companies.

If the company selected contains payroll data, the following message is displayed:

  1. Press Enter to continue with data migration.

  2. A message Continue Migration? Yes or No is displayed.

  3. Press Yes to start data migration.

  4. The Migration Information screen displays Types of Masters, and Types of Vouchers that need to be migrated from Tally 7.2.

  5. Click Yes on the message prompt Migrate? Yes or No to proceed with migration.

During data migration, the calculator pane displays the number of masters and vouchers migrated to Tally.ERP 9. The screen appears as shown below:

Note: As the unused voucher types are removed, there might be a mismatch in voucher type master statistics.

Employee masters are split into employees and employee groups.

  1. On completing migration, a message Migration Completed Check Statistics is displayed.

  1. On pressing any key, a congratulatory message appears as shown:

  1. Errors that occur during migration are displayed in red in the Migration Message pane.

Note: If an error occurs during migration, rewrite the data by pressing Ctrl + Alt + R from the migration tool, and then start migration of data to Tally.ERP 9.

  1. The migrated company data is stored in the default Tally.ERP 9 folder, and prefixed with a zero. The company folder appears as shown below:

Caution

On migrating the same company from Tally 7.2 to Tally.ERP 9, a warning message is displayed as shown below:

Changes in Payroll data after migration

 

Payroll Components

Changes

Duties and Taxes

The payroll deduction ledgers created under the group Duties and Taxes in Tally 7.2 are migrated as Pay Heads grouped under Current Liabilities.

Direct or Indirect Expenses

The payroll deduction ledgers created under the group Direct or Indirect Expenses in Tally 7.2 are migrated as Pay Heads grouped under Current Liabilities.

Loans & Advances (Assets)

The payroll deduction ledgers created under the group Loans & Advances (Assets) in Tally 7.2 are migrated as Pay Heads grouped under the pay head type Loans and Advances.

Attendance type

Any attendance type created with unit month will appear prefixed with ATTD- followed by the name of the attendance type.

Attendance entries for current month

The entries for migrated data containing attendance entries for the current month and payroll yet to be processed, are considered under Production Type Entries. Re-enter attendance entries for the current month after migration, and then process the payroll.

Prefix with ATTD

After migration, the attendance types will change to production types. Therefore, the YTD details are not retained, and the migrated attendance types are pre-fixed with ATTD-.

To generate a payslip with YTD Details for any of the earlier months:

    1. Create/Alter the attendance voucher for the respective month.

    2. Select the employee name.

    3. Select the ATTD- prefixed Attendance Type, and enter the Cur Bal value with a negative sign in the value field, to nullify the YTD details.

    4. Select the Employee, and the Attendance type.

    5. Enter the Cur Bal amount as the Value, and accept the voucher.

To generate a Payslip with YTD Details from the current month onwards:

    1. Create/Alter the attendance voucher for the previous month.

    2. Select the employee name.

    3. Select ATTD- prefixed Attendance Type, and enter the Cur Bal value with a negative sign in the value field, to nullify the YTD details.

    4. Select the Employee, and the Attendance type.

    5. Enter the Cur Bal amount as the Value, and accept the voucher.

Additional Information

After the migration of data from Tally 7.2 to Tally.ERP 9, the following  two log files are created in the folder containing the tally72migration.exe

Log Files

Description

 

migration.err

 

 

The migration.err file contains the errors, if any, which occur during migration.

 

 

migration.log

 

The migration.log file provides:

  1. Date of data migration.

  2. The name of the company opened for migration.

  3. Migration start time.

  4. Time taken and the data migration information, such as, masters, vouchers and reports from Tally 7.2 to Tally.ERP 9.

  5. Number of errors, if any.

  6. Migration end time.
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