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Import Data from XML into TallyPrime

You may have recorded your masters and transactions in an external software or have a company created in an older version of TallyPrime. Now, you might want to move the data into the newest version of TallyPrime. You can utilise the TallyPrime’s Import feature and get your job done in a few simple steps. All that you have to do is, export the required masters and transactions into an XML file and then import it back into TallyPrime. When you export any data from other company or software, and want to import the same data into TallyPrime, ensure to save it in XML file format.

 The company features that were enabled while exporting the data should be enabled in the company in which the data is imported.

Let us consider that you want to import masters created in the source company National Enterprises (Bangalore) to a target company – National Enterprises (Chennai). The options Maintain stock categories and Maintain batch-wise details must have been enabled in National Enterprises (Bangalore) before exporting the masters. To import masters into National Enterprises (Chennai), you need to ensure that both the options Maintain stock categories and Maintain batch-wise details are enabled in National Enterprises (Chennai) before importing.

Import Data from XML file

1. Press Alt+O (Import) > select Masters or Transactions.
2. In the Import Masters screen, fill in the details for importing your data. 
   1. File Format: From the List of File Formats, select XML (Data Interchange) as the file format.

   2. File Path: Enter the location where your Data is stored in XML file format.
      By default, the export location is the TallyPrime installation folder, which is also the default import location. Therefore, it is not required to specify the file path during import.

   3. File to Import: From the List of Files, select the XML file that you want to import. 
      
   4. Behaviour of Import if master already exists: (Not applicable if you are importing transactions) It is possible that your existing company data has the same set of masters as in the XML file. In this situation, you can choose to:
      1. Combine Opening Balance: The Opening Balance of the existing master and the imported master will be combined. 
      2. Ignore Duplicates: Any duplicate of the existing master in XML format will be ignored.  
      3. Modify with New Data:  The imported master will replace the existing master. 
3. Press Enter to proceed with the import process.

Depending on the Import configurations you have set, TallyPrime imports the data. 

If you are using TallyPrime Release 3.0.1 or earlier, click here.

Import Data from Marg Software

To import the data from Marg Software, you will need to first export the data from Marg and then import.

Export data from Marg

In MARG, you have an option to export the masters and transactions in MARG to TallyPrime.

• Select Final Reports > Utilities > Data IMPORT/EXPORT > Tally/Busy Erp9.

Import Data from Marg

Data from masters and transactions from Marg will be exported in XML format. You can then import the same XML file to TallyPrime.

• Press Alt+O (Import) > Masters.

You can check the statistics after importing masters and transactions. 

In conclusion, the ability to import data into TallyPrime from external sources like Excel and XML files significantly simplifies the process of maintaining accurate and up-to-date business records. This import feature not only saves your valuable time but also reduces the risk of errors that can occur during manual data entry. So, whether you are a business owner, an accountant, or a financial professional, utilise the power of TallyPrime’s Import feature to ensure the seamless flow of data and enhance your overall business efficiency.