Importing Masters

You can import masters previously exported from Tally.ERP 9 in XML format into the data of a company. Before importing, ensure that the settings in the Company Features screen are the same as the settings in the company from which the data is being imported.

For example, if you want to import masters created in ABC Company to a new company - XYZ Company, the options Maintain stock categories and Maintain batch-wise details must be enabled in F11 : Features > F2: Inventory in ABC company before exporting the masters. To import masters into XYZ Company, you need to ensure that both the options Maintain stock categories and Maintain batch-wise details are enabled in XYZ Company.

To import masters

1.    Go to Gateway of Tally > Import Data > Masters.

2.    Enter the name of the .xml file to be imported if the file is located in the Tally.ERP 9 installation folder.

Note: By default, the export location is the Tally.ERP 9 installation folder, which is also the default import location. Therefore, you do not have to specify the file path during import. You must specify the file path if it is other than the installation folder. For example, C:\Export_Files\XML\Master.xml or C:\Export_Files\XML\DayBook.xml

3.    Select the Behaviour to define the method by which the existing entries in the company will be treated.

The Import Masters screen appears as shown below:

4.    Press Enter to import.

Note: You can open the file Tally.imp located in the Tally.ERP 9 installation folder to view the import log.

See also

Exporting Masters

Importing Vouchers