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Friday, November 7, 2014

Import data into a specific Company in Tally

How do I specify/hard-code/fix the CompanyName in which data is to be uploaded from Excel to Tally ?

There are three alternatives to specify the Company in which data is to be uploaded in Tally ERP Accounting Software.

1) COMPANYNAME tag in XML
You can use the COMPANYNAME tag in the XML tags to specify the CompanyName. Ex:

<MASTER TYPE="LEDGER">
<COMPANYNAME>ABC Company</COMPANYNAME>
.... other tags
</MASTER>

2) COMPANYNAME attribute in XML
You can use the COMPANYNAME attribute in the XML tags. Ex:

<MASTER TYPE="LEDGER" COMPANYNAME="ABC Company">
.... other tags
</MASTER>

3) COMPANYNAME in UDIMagic.ini (configuration) file
You can specify the Company Name in "c:\udi-magic\udimagic.ini" file as shown below:-

[ExcelToTally]
CompanyName=ABC Company

Remarks:-
a) The aforesaid alternatives are given in accordance to their precedence. i.e.
>> 1st precedence is COMPANYNAME tag in XML
>> 2nd precedence is COMPANYNAME attribute in XML
>> 3rd precedence is COMPANYNAME in "udimagic.ini" file

b) You can import data into multiple Companies by using the COMPANYNAME tag. Ex:
<COMPANYNAME COLUMNREFERENCE="D"/> picks up the CompanyName from Column D in the Excel sheet
 

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