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Import Data into TallyPrime

If you have existing business data and want to bring it into TallyPrime, the Import Data feature provides a simple and flexible way to move your masters and transactions into your company.

Use the Import Data feature when you want to:

• Import masters and transactions from one TallyPrime instance to another.

• Bring data exported from other ERPs in Excel, XML or JSON formats.

• Import data you are maintaining in Excel.

Choose the import path that fits how your data is currently organised.

Import from Another TallyPrime Instance

Use this method when you want to replicate or migrate data between two TallyPrime environments.

1. Export masters or transactions from TallyPrime in XML or JSON format.

2. Import the exported file into another TallyPrime company.

Import from Other ERP Systems

If you are switching from another ERP or accounting system:

1. Export the data from your current ERP in Excel, XML JSON format.

2. Import the exported file into TallyPrime.

Import Data Maintained in Excel

If you prefer preparing or maintaining business data in Excel, or find Excel faster for bulk entry, TallyPrime provides two flexible options.

Understanding Import Data from Excel

Before importing, you can explore how Excel import works—field behaviour, data types supported, mapping logic, and validation rules. This helps you decide whether to use TallyPrime’s Sample Excel Files or your own Excel structure.

Option A: Use Your Own Excel Files

Use this if you are already maintaining data in your own Excel format.

1. Map the columns in your Excel with the corresponding fields in TallyPrime using Mapping Templates.

2. Import your data without modifying your existing Excel format.

Learn: How to Import Data using Any Excel File | User-defined Excel Templates

Advanced Import Scenarios

If your Excel sheet is structured differently, you can still import data into TallyPrime by mapping fields appropriately.

Learn how to:

• Map Top & Bottom Voucher Entries using Fixed Ledger Columns
  Configure mapping when debit/credit details appear in separate sections.

• Map Data from Multiple Rows & Columns
  Import data where a single voucher’s details span across multiple rows or multiple columns.

• Map Data With & Without Column Headers
  Import data from Excel file with or without header titles.

• Map Nett Amount Values
  Use net amounts directly when ledger-wise amounts are not available.

• Exclude Rows During Import
  Skip unwanted Excel rows using mapping rules.

• Map Attendance Data from Excel
  Import attendance records into TallyPrime using structured mapping.

• Set Up Unique Values in Mapping Templates
  Select parameters to define uniqueness and create the required masters or transactions.

Option B: Use Sample Excel Files Provided by TallyPrime

Use this if you want a ready-made Excel structure.

1. Download predefined Sample Excel Files that already contain the correct structure.

2. Enter your data in the specified columns—no mapping required.

3. Import the file directly into TallyPrime.

Resolve Data Exceptions During Import

Exceptions occur when your data does not match TallyPrime’s requirements during import- such as missing mandatory fields, invalid names, incorrect GST details, duplicate records, or unsupported formats.

Use the Exceptions Report to identify and correct these issues before completing the import.

Additional Resources

• Import Data – FAQ
  Explore frequently asked questions about importing data into TallyPrime.

• Import Data – Errors & Resolutions
  Learn about possible errors during import and their detailed resolutions.