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Import Data using Any Excel File | User-defined Excel Templates

You may record transaction details like party information, tax data, or expenses in an Excel file in your own format. You can easily import them into TallyPrime—structured just the way your business needs, whether for sales, purchases, or payments. Instead of manually entering this data, you can use Mapping Templates in TallyPrime to map your Excel columns with the corresponding fields in TallyPrime, and import data seamlessly for accurate bookkeeping and compliance. 

Or if you are into e-commerce business, you can directly download the required mapping template and proceed with importing your data. 

Import Masters

Create and save a template by mapping the data from your Excel sheet with the fields in TallyPrime. You can use this template while importing data from the corresponding Excel file so that the data gets imported based on the mapping you have created. 

Step 1: Create Mapping Template for Masters

Say you maintain all the stock item details of your company for the financial year or quarter-wise in a worksheet named Sheet1 in the Excel file named Item List.xlsx. Let’s consider the following sample data for ease of understanding. 

Now, let’s create a mapping template for the sample data shown in the image: 

1. Press Alt+O (Import) > Manage > Mapping Templates > MASTERS > Create. 
   
2. Provide details of the Excel file for which you need to create a template, and press Enter.
   The Mapping Template Creation screen for masters appears, as shown below: 
   
3. Provide details required for saving the mapping template.
4. Provide row and column details of the Excel worksheet. 
5. Map Field (TallyPrime) with Column Header (Excel) or Column (Excel). 
   Name and Group Name are mandatory fields for creating a mapping template for Accounting Masters. 
   Your mapping template for Masters should appear like this:
   
   
   
   
   Before you save the mapping template, it is recommended to verify the mapping to ensure that the import does not fail. 
6. Save the mapping template. As always, press Ctrl+A to save.

The template gets saved under the config > excelmaps folder available under the folder where your TallyPrime application is installed. You can use this template next time you import data from the Sheet1 worksheet.

Need to map data, reuse the saved templates, or even configure the mapping templates further based on your preferences? No worries! TallyPrime provides a host of flexible options to configure and use mapping the way it suits your data needs. To know more, refer to the configure TallyPrime for import section. 

Step 2: Import Masters Details into TallyPrime

1. Press Alt+O (Import) > select Masters.
   The Import Data screen appears.
2. Provide details of the Excel file from which the data needs to be imported.
   The Import Data screen appears, as shown below:
   
3. Configure for the impact of import on existing masters using Behaviour of Import if Masters already exists.
4. Preview Import Summary: You can see the preview of what will get imported based on the selected file. 
   
5. Configure for backup, if required.
6. Press I (Import) to proceed with importing your masters into TallyPrime. 
   

TallyPrime imports the data successfully, depending on the Import configurations.  

Import Transactions 

Create and save a template by mapping the data from your Excel sheet with the fields in TallyPrime. You can use this template while importing data from the corresponding Excel file so that the data gets imported based on the mapping you have created. 

Step 1: Create Mapping Template for Transactions

Say you maintain all the Sales transaction details of your company for the financial year or quarter-wise in a worksheet named Sales Bills in the Excel file named Sales Transactions Q1.xlsx. Let’s consider the following sample data for ease of understanding. 

You can use the Ledger Details from Multiple Rows option in the mapping template to easily import this data into TallyPrime. 

1. Press Alt+O (Import) > Manage > Mapping Templates > TRANSACTIONS > Create. 
   
2. Provide details of the Excel file for which you need to create a template, and press Enter.
3. Provide details required for saving the mapping template.
4. Provide row and column details of the Excel worksheet. This is similar to how you would do in case of masters.
5. Map Field (TallyPrime) with Column Header (Excel) or Column (Excel).
   Your Mapping Template for Transactions should appear like this:
   
   
   Before you save the mapping template, it is recommended to verify the mapping to ensure that the import does not fail. 
6. Save the mapping template. As always, press Ctrl+A to save.

Step 2: Import Transaction Details into TallyPrime

1. Press Alt+O (Import) > select Transactions.
   The Import Data screen appears.
2. Provide details of the Excel file from which the data needs to be imported.
   The Import Data screen appears, as shown below:
   
3. Preview Import Summary: You can see the preview of what will get imported based on the selected file. 
4. Configure for backup, if required.
5. Press I (Import) to proceed with importing your transactions into TallyPrime. 
   

TallyPrime imports the data successfully, depending on the Import configurations.  

T0 refer to some sample data and corresponding Mapping Templates, click here to download. 

If the data in the Excel has any exceptions or errors, TallyPrime completes the Import process, but with a few exceptions/errors. To know more about these exceptions, refer to the Data Exceptions section. 

Alter Mapping Templates

After saving a mapping template, you can alter the same in the Mapping Template Alteration screen. For example, you may have created a mapping template for the list of Stock items in Excel and now you want to alter the row number from which you want to import the data from. 

1. Press Alt+O (Import) > Manage > Mapping Templates > MASTERS > Alter.
2. Provide details for the mapping template that needs to be altered. 
   
   1. Select the Mapping Template that you want to alter.
   2. Specify the File Path.
   3. Select the File to Import.
   4. Select the Worksheet Name. 
      
      The Mapping Template Alteration screen appears, as shown below: 
      
3. Proceed with altering the field in the mapping template. 
4. Accept the screen and save the mapping template. 

In conclusion, this feature provides a convenient and flexible way to modify your mapping templates as needed. Once the alterations have been made, you can easily save the updated mapping template, ensuring that your data import processes remain accurate and efficient.

Delete Mapping Templates

You can delete a specific mapping template in case you do not require it any further, in just a few simple steps.  

1. Press Alt+O (Import) > Manage > Mapping Templates > Alter. 
2. Press Alt+D (Delete) to delete the saved mapping template. 

Moreover, TallyPrime provides you the flexibility of deleting the mapping templates saved for either All Companies or This Company in your TallyPrime. 

In this section

• Delete Mapping Templates saved for All Companies 
• Delete Mapping Templates saved for This Company

Delete Mapping Templates saved for All Companies

You can delete the mapping templates saved for All Companies in your TallyPrime.   

1. Press F1 (Help) > Troubleshooting > Delete Mapping Templates Saved for All Companies. 
   
2. From the List of Mapping Templates, select the mapping template that you want to delete, say Groups in this case.  
   
   The following message appears:
   
3. Select Yes and confirm the deletion. 

The selected mapping template will be deleted for all companies.

Similarly, you can also delete all the mapping templates saved for all companies at one go.

1. From the List of Mapping Templates, select Delete All. 
   
   The following message appears: 
   
   
   
2. Select Yes and confirm the deletion. 

Whether you need to delete a single mapping template or clear out all templates associated with all companies in your TallyPrime, the process is quick and easy to execute. 

Delete Mapping Templates saved for This Company

You can delete a mapping template saved only for the company that is currently loaded in your TallyPrime. 

1. Press F1 (Help) > Troubleshooting > Delete Mapping Templates Saved for This Company. 
   
2. From the List of Companies, select the Company for which you want to delete the mapping template.
   
3. From the List of Mapping Templates, select the mapping template that you wish to delete, say Ledger in this case.  
   
   The following message appears:
   
   
   
4. Select Yes and confirm the deletion. 

The selected mapping template will be deleted for the company that you have selected.

You can also delete all the mapping templates saved for the company at one go.

1. From the List of Mapping Templates, select Delete All. 
   
   The following message appears: 
   
2. Select Yes and confirm the deletion.
   Whether you need to delete a single mapping template or clear out all templates associated with a particular company in your TallyPrime, the process is quick and easy to execute. 

TallyPrime offers an efficient and flexible way to manage your mapping templates, giving you the ability to delete templates as needed. This feature allows you to maintain a well-organized and clutter-free workspace within TallyPrime, ensuring that your data import processes remain streamlined and efficient.