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Import Data from JSON or XML into TallyPrime

With Release 7.0, TallyPrime now supports importing data available in JSON format, in addition to other formats such as Excel and XML. The import steps remain the same for XML and JSON, except for selecting the required file format.

If you are using Release 4.0 or later, you can import data in Excel and XML formats. Prior to Release 4.0, you can import data only in XML format.

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

Import Master Data from JSON or XML

It is recommended to import masters first, if they are part of the transactions you plan to import, but masters can also be imported independently to set up a new company or bulk-update existing records.

  1. Press Alt+O (Import) > Masters.
  2. In the Import screen, specify the File Path and select the file to import.
  3. For existing masters, configure the Import Behaviour as needed. To learn more, refer to <link to concept page>.
  4. Select Yes to take a backup of the company data before importing.
  5. Press Enter to import.
    import-masters-new

Import Transaction Data from JSON or XML

Ensure your company has the masters used in the transaction data you want to import. If not, do one of the following:

  • Import the masters from Excel, JSON, or XML file, if available.
  • Create the required masters in the company.

 To import the transaction data:

  1. Press Alt+O (Import) > Transactions.
  2. In the Import screen, specify the File Path and select the file to import.
  3. Select Yes to take a backup of the company data before importing.
  4. Press Enter to import.
    import-transactions-new
  • To confirm that all required data has been imported successfully, check the Chart of Accounts and transaction reports such as Day Book, Sales Register, or Purchase Register.

  • If your data has exceptions due to missing masters or incompatible configurations, resolve them using the Exceptions report. <link to the concept page>

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

Import Data from XML file using TallyPrime 3.0.1 or earlier

TallyPrime Release 3.0.1 or earlier supports importing data only from XML files. 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.

  1. Press Alt+O (Import) > select Masters or Transactions.
  2. Fill in the Import Masters or Import Transactions screens.
    1. File path: Your data file must be saved in XML file format. Enter the location of the XML file.
    2. File to import: Select the XML file from the File path.
      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. 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
      • Combine opening balance of existing master and imported master.
      • Ignore duplicates so that TallyPrime does not import any masters from the XML file.
      • Modify with new data where the master in the XML file replaces the existing master. 

  3. Press Ctrl+A to save.

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

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.

Marg Software

  • 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. If you are on Release 7.0, you can back up your data to Cloud Storage and set a password for the backup file.

import-data-marg

  • Press Alt+O (Import) > Masters.

You can check the statistics after importing masters and transactions. 
Marg Data Import

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.

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