3 ways to Import data in Tally

Different methods to import Excel data in Tally

There are several ways to import excel data in Tally using udiMagic software. Watch the videos (links given at bottom) to know more.

1. Copy/paste data in Standard template

You can put your data in the Standard templates using copy/paste or can manually enter it. However, this may be tedious if the data is voluminous.

STEPS

• Copy/paste from your Excel file into the Standard template
• Import data from Standard template into Tally ERP

2. Mapping (in Standard Excel template)

In this case, you once map the columns in the Standard EXCEL template. Next, the data is copied from your Excel sheet to the Standard template with a single click. You can then import data from the Standard template into Tally using udiMagic. 

STEPS

• Map the columns in Standard template
• Transfer data from your Excel file into Standard template with a single click
• Import data from Standard Excel template into Tally ERP

See Video (English) :  https://www.youtube.com/watch?v=4bmfRXlQXKc

See Video (Hindi) : https://www.youtube.com/watch?v=X-J9X4iSIpI

3. Mapping (in udiMagic Software)

In this case, you once map the columns in the udiMagic Sofware itself. You can then import data directly from your Excel sheet into Tally using udiMagic.

STEPS

• Map columns in udiMagic software
• Import data directly from your Excel file into Tally ERP

See Video: https://www.youtube.com/watch?v=8axVdhAJ6zM

udiMagic v10 Release 1.6

Excel Template Modifications

1. Mapping feature

The following templates support the NEW MAPPING feature:

Master-LedgerMaster.xls
Master-StockItemMaster.xls
Vouchers-V10-Financial-Transactions-Basic.xls
Vouchers-V10-Financial-Transactions-Advanced.xls
Vouchers-V10-Sales-Purchase-Without-Stockitems-Basic.xls
Vouchers-V10-Sales-Purchase-Without-Stockitems-Advanced.xls

See Video in English : https://www.youtube.com/watch?v=4bmfRXlQXKc
See Video in Hindi : https://www.youtube.com/watch?v=X-J9X4iSIpI

2. Vouchers-V10-Financial-Transactions-Single-line-entry-Advanced.xls

The following new fields / columns have been added:
a. PARENT DR LEDGER  (Specify the Parent Group Name for Debit Ledger)
b. PARENT CR LEDGER  (Specify the Parent Group Name for Credit Ledger)

New Mapping Feature - udiMagic v10 Release 1.5

Map Your Excel data and Import in Tally ERP

The following templates support the NEW MAPPING feature:

1. Vouchers-V10-Bank-statement.xls
2. Vouchers-V10-Bank-statement-Single-Column-Dr-Cr.xls
3. Vouchers-V10-Sales-Purchase-With-Stockitems-Basic.xls
4. Vouchers-V10-Sales-Purchase-With-Stockitems-Advanced.xls

Mapping Feature - How it works?

Learn how to use the mapping feature to import your excel data into Tally ERP 9. Here, mapping refers to a process wherein you have to associate each column in the Standard Excel file with the relevant column in your Excel file.

See Video in English : https://www.youtube.com/watch?v=4bmfRXlQXKc
See Video in Hindi : https://www.youtube.com/watch?v=X-J9X4iSIpI

Map excel and import in Tally ERP 9

How to map your excel file and import it into Tally ERP 9?

Here's a video on how to map excel file and import it in Tally ERP 9

For reference, the steps are given underneath :

Steps to Map your Excel file

1. Start udi-Magic converter
2. Select the option Excel to Tally > Create a Custom template
3. Select the files :
   • udi-Magic Standard Excel template
   • Your Excel file
4. Map the columns
5. Save the Mapping file

Steps to Import data into Tally

1. Start Tally ERP 9 and Open a Company.
2. Start udi-Magic software.
3. Select the option Excel to Tally > Import data into Tally.
4. Select the files
   • Your Excel file
   • Xml file (Mapping file generated in the mapping process)
5. Click the Start button.