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Manage Data & Exchange Data in TallyPrime – An Overview

Whether you run a trading business, manufacture goods, or offer services, managing and exchanging data effectively is crucial for smooth operations, strategic decision-making, and business growth. TallyPrime’s Data feature simplifies and streamlines these processes, ensuring your data is organized, secure, and accessible when needed.

Data Management

Effective data management is essential for organizing, securing, and utilizing business data to improve operations and decision-making while reducing risks. TallyPrime provides a comprehensive suite of tools for backups, data migration, and error correction, ensuring businesses maintain efficiency and accuracy.

Data Exchange

Data exchange involves the seamless transfer of information both within an organization and externally with suppliers, clients, and partners. TallyPrime facilitates this process by allowing businesses to import, export, synchronize, and extract data, ensuring smooth operations across various business scenarios.

Backup & Restore

Protect your essential business data by performing regular backups. With TallyPrime, you can swiftly restore lost information in case of data loss or system failure, ensuring uninterrupted business operations.

How to ››› | Video ›››

Import Data

TallyPrime simplifies importing data maintained in different financial tools and CRM systems. With support for Excel and XML data imports, it reduces manual entry, minimizes errors, and keeps records accurate.

How to ››› | Samples ››› | Errors ››› | Exceptions ››› | Video ›››

Migrate Data

TallyPrime simplifies data migration to the latest version of Tally, ensuring data compatibility. This enables businesses to access latest features and improvements while maintaining operational continuity uninterrupted.

How to ››› | FAQ ››› | Errors ››› | Video ›››

Synchronise Data

Data synchronization ensures that all systems, departments, and branches within your organization always have the most up-to-date information, even across different locations. TallyPrime’s synchronization feature enables real-time updates. It automatically reflects changes across all systems. This eliminates discrepancies, enhances data accuracy, and keeps teams aligned for confident decision-making.

How to ››› | FAQ ››› | Errors ›››

Repair Data

Data corruption can occur due to system errors, power failures, or other unforeseen issues. TallyPrime’s repair feature attempts to fix the corrupted data to the maximum, by rewriting data on the disk. This not only safeguards your data, but also reduces the risk of data loss.

How to ››› | FAQ ››› | Video ›››

Export Data

Exporting data is crucial for sharing information, conducting analysis, and generating reports across different systems. TallyPrime’s export functionality supports various formats, such as ASCII, Excel, HTML, JPEG, PDF, and XML, enabling seamless integration with other software tools.

How to ››› | Video ›››

Split Data

As your business accumulates data over time, TallyPrime helps by splitting large datasets into smaller, manageable chunks, easing analysis, access, and data management. Additionally, splitting data allows for cleaning up unused data that eventually improves system performance.

How to ››› | FAQ ››› | Errors ››› | Video ›››

Export/Share Data

Extracting data enables businesses to focus on critical information for analysis and decision-making. TallyPrime provides multiple ways to extract key data, such as using Pivot Tables for dynamic analysis, integrating with other applications via ODBC, or securely sharing data through an FTP site.

How to: FTP ››› | Pivot ››› | ODBC ››› | FAQ ›››

Moving to New Financial Year

Transitioning to a new financial year in TallyPrime can be done by splitting data, creating a new company with imported opening balances, or starting new books of accounts. Each method optimizes the database, ensures continuity, and offers flexibility based on business needs for a seamless transition.

How to (English) ››› | How to (Hindi) ›››