Yes, you can save the mapping template for All Companies in your TallyPrime. The same mapping template can be used by different companies provided the excel file and sheet names are the same.

Yes, you can share mapping templates across multiple systems. All the mapping templates saved under All Companies will be saved as. tsf (Tally Source File) files. 

1. Go to the application folder where you have installed TallyPrime. 
2. Select the userconfig folder and open excelmaps. 
   
3. Find and select the .tsf file of the mapping template that you want to share. You can then share this file with others, allowing them to import the mapping template into their TallyPrime systems and save time in data entry.

Yes, irrespective of whether you have a licensed or un-licensed version of MS Office you will be able to use this feature for importing data from Excel into TallyPrime.

Yes, LibreOffice is supported for importing data from Excel. CSV is also supported for importing. You will have to convert the CSV file into an Excel format by saving it as .xls or .xlsx file from MS Excel application. However, Google Sheet is not supported right now but the roundabout is you can download it is as an Excel Sheet and use it to import data.

Bank statements are used for reconciliation purpose. Therefore,

1. Open the Bank Reconciliation report in TallyPrime.
2. Go to Alt+O (Import)> Bank Statements.
   You can easily import data from Bank Statements into TallyPrime.

No, they will not be displayed in the Exceptions report. The value will be rounded off according to the decimal places set in the currency. If you require 4 decimal places, you must specify this before importing the data.

Yes, since language is supported for importing masters, your data will be successfully imported into TallyPrime.

Price list is supported as a part of stock item not as a separate master.

TallyPrime follows the most commonly followed data entry practices. Fox example, if the entire column is used for credit amount, then there is an option in mapping configuration to treat the column as Credit amount or vice-versa. So, if your data is available otherwise, it is recommended that you update it before importing the data.

After importing your data, open the Chart of Accounts for viewing the masters and Day Book for viewing the vouchers that have been successfully imported into TallyPrime.

During the import process, there is no way to abandon it. However, before you start importing, a pre-import summary will be displayed that includes the name of the Excel file you’ve selected. At this point, you have the option to either proceed with the import or go back and change the selected Excel file. This allows you to ensure that you have the correct file before importing, minimizing the impact of potential errors.
However, it is recommended that you take backup of your data before importing so that the same can be restored, in case of an unintended import.

Yes, the Preview Import Summary is auto-enabled in the feature. However, you can disable it in the Import Masters/ Import Transactions screen by setting the option Preview Import Summary as No. 

If these details are missing after importing, check if you have provided the Country and State details correctly in the Company Creation page.

All formats of values entered for forex amount in TallyPrime is supported for import. For instance:

To import Stock items under the default Primary group, you can leave the field Parent Group Name blank, and the system will automatically create the Stock items under the default Primary group. The same is applicable for importing Cost Centres, Stock Group, Stock Category, Godown/Location, Employee, Employee Group, Attendance/Production Type. 

Voucher numbers are imported based on the configuration set in the respective Voucher Type master. For example, if Method of voucher numbering in Voucher Type is set to Automatic then the voucher numbers will be created by system, as it happens during manual entry. To know more, click here. 

Yes, Price Lists can be imported as a part of Stock Item masters. However, updating a Price List is not supported currently.
To know more, click here.

No, you cannot import masters into multiple companies at once.

The fields that are not present in the first sheet of the Sample Excel File can be found in the Read Me worksheet. You can copy the field names from the Read Me worksheet and add the same to the Sample Excel File.

No, only one worksheet can be imported at one go.

To specify the Sales or Purchase ledgers in Order Vouchers and Delivery Notes,

• You can use the fields Accounting Allocations – Ledger and Accounting Allocations – Amount. 
• However, a Sales or Purchase Order can be imported without the accounting allocations, by setting the option Provide Accounting Allocations for Order/Delivery Note to No in the voucher entry configuration screen. Refer to the sample data for more information.

This error appears when the total of Debit and Credit amount is not equal in a voucher. Ensure that the total of the Debit and Credit amount is equal while making ledger entries.

In the Mapping screen, select the option Ledger Details from multiple rows to import the transactions with multiple Sales Ledgers or Tax Ledgers. Refer to the sample data for more information.

Yes, you can import a transaction without a Voucher Number. Delete the Voucher Number Column from the Excel sheet and then proceed with import.

•  In case of user defined formats, you can alter the range of import by changing the values ‘Import data from row and to ‘ and ‘Import data from column and to’ in the mapping configurations.
• In case of Sample Excel File, create different sheets for different periods if you are maintaining a single Excel file.

Multiple bill details can be entered one after the other in multiple rows in excel as shown below:

To know more, click here.

To map a Sales ledger or other Expense ledgers in case of ledgers in fixed columns, you have to select the option Bottom Ledgers (Tax, Discount, & so on) while creating a map for horizontal format.

If you are facing difficulties while saving the mapping template, ensure that all the mandatory fields have been mapped in the template.

• For instance, if you are creating a mapping template for Ledgers, the Name and Group Name of the ledgers are mandatory fields that need to be mapped.
• Similarly, if you are creating a mapping template for Vouchers, Voucher Type Name, Voucher Date, Ledger Name and Ledger Amount are mandatory fields that need to be mapped.

The address can be entered in multiple Excel rows under one Address column and imported. In case, you have addresses in multiple columns like Address1, Address2, Address3 then these can be mapped with Address field in Tally and imported.

In the Mapping Template Creation screen,

• Under Field (TallyPrime) select Address and map with the corresponding Address columns in your Excel file.

Yes, importing 2 Lakh+ transactions at one go using Import Data from Excel is feasible. However, for optimal efficiency in TallyPrime, it is recommended that you import 50,000 to 1 Lakh transactions at a time.

When the cell value is negative it is imported as debit and if it is positive, it is imported as credit. If there is a mismatch in these values while you are importing them, you can do either of the following:

1. If all values are in positive, mention Debit or Credit in the Excel column for the values, respectively.

2. Use the Compute Value option in the Mapping Template and proceed. 

Check if the Cell is in a text or a number format. If it is in a number format, change the format to text by following the steps given below:

1. Add a new column in the Excel sheet.
2. In the first cell of the new column, enter the formula =CONCAT(“”,cell number) <here cell number is of the corresponding column you want to import>.
3. Apply the same formula in the remaining cells of the new column or simply drag your cursor till the cell you want to import. 
4. Now map this new column with the corresponding field in TallyPrime and proceed with the import process.