Updating existing Masters data

You can use UDIMagic to update existing Master records in Tally including updation of User-defined Fields (created using TDL).

Example:-
Assuming, you already have StockItem Masters data in your Tally Company. You have now created a new field (say MyField1) in Tally (StockItem Master) and want to populate this field the data that you have in MS-Excel.

Sample XML tags for UDIMagic:-

<MASTER TYPE="STOCKITEM">

<!-- Specify the Column which contains the StockItem Name or PartNo -->
<OLDNAME COLUMNREFERENCE="A"/>

<!-- Column B contains the data that is to be populated into the User-defined field MyField1 -->

<UDF:HARVCHSUBCLASS.LIST DESC="MyField1" ISLIST="YES" TYPE="String">
<UDF:HARVCHSUBCLASS DESC="MyField1" COLUMNREFERENCE="B"/>
</UDF:HARVCHSUBCLASS.LIST>
</MASTER>

Sales Order Sample Sheet

Here's a sample Excel sheet format for transferring Sales Orders from Excel into Tally.

PS:
The above sample uses "Macro-file". Please read the instructions given in the PDF file, before importing data into Tally.

For other Excel sheet formats, visit http://www.rtslink.com/download-excel-sheets.html

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Access Computer by Name

In the UDIMagic "Settings" screen, you can specify the Computer Name instead of the IP -Address. This is generally required when Tally is running on a different machine and the IP-Address is generated dynamically and changes each time you start the Computer.

Follow the underneath steps to specify the "ComputerName" instead of the "IP-Address" :-

1) Go to "Control Panel >> System"
2) Click on the tab "Computer-Name" and note down the "FullComputerName".

3) Next, start UDIMagic and in the "Settings" screen, specify the "ComputerName" instead of the IP-Address (the default ip-address is 127.0.0.1)
4) Next, click on the "Save".
5) Next, click on the "Test Connection" button to test-connect to Tally.


UDIMagic License Server
On the same lines, you can specify the ComputerName instead of the IP-Address for the UDIMagic License Server also.

Unable to change the number of DECIMAL Places in UNIT MASTER

In case, if you ever tried to change the number of DECIMAL places in the UNIT MASTER, (wherein voucher data exists for the same) you may have noticed that the DECIMAL places field appears disabled. Follow the underneath steps to change the DECIMAL places if the field has been disabled :-

1) Create a NEW Company in Tally
2) Next, create the UOM (Unit of Measurement) for which you need to change the DECIMAL Places. Set the Decimal places as required.
3) Close the NEW Company.

4) Open your original Company which contains data.
5) Next, export all Masters (Option : Gateway of Tally >> Display >> List of Accounts >> Alt+E". Next select the option "All Masters" and "XML" format. This will export the Masters data into "MASTER.XML" file
6) Next, export all Vouchers (Option : Gateway of Tally >> Display >> Daybook >> Alt+E". This will export the Vouchers data into "DAYBOOK.XML" file
7) Close the original Company

8) Open the NEW Company that you created in Step 1
9) Use option "Import of Data >> Masters". Specify the MASTER.XML with full-path and select option "Ignore duplicates"
10) Use option "Import of Data >> Vouchers". Specify the DAYBOOK.XML with full-path.

This way all data from your original Company is transferred into the NEW Company having necessary DECIMAL places in the UOM (as changed in Step 2).

Excel to Tally - Sample Excel Sheet formats

The following sample Excel sheets formats are now available for UDIMagic users :-

UPDATED : 2018-02-10
New Templates available at :
https://www.rtslink.com/products/udimagic/standard-templates/

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The templates shown below are now discontinued.

Import Masters from Excel into Tally

1) StockItem Master (only Sale Price)
2) StockItem Master (only Purchase Price)
3) StockItem Master (only Sale & Purchase Price)
4) Ledger Master (Party Masters with different parent Groups)
5) Ledger Master (Party Masters with contact details)

Import Vouchers from Excel into Tally

1) Sales Vouchers with StockItems (including VAT; Additional VAT; CST; Excise etc)
2) Sales Vouchers without StockItems (including VAT; Additional VAT; CST; Excise etc)
3) Sales Vouchers with StockItems (including Service Tax; Order Number)
4) Purchase Vouchers (including VAT; Additional VAT)
5) Financial Vouchers in Single-line format (Payment; Receipt; Contra; Journal)
6) Stock Journal vouchers (Manufacturing Jounal)
7) Cash and Bank Vouchers( Receipt; Payment; Contra)

To view/download all sample Excel sheet formats, please visit http://www.rtslink.com/download-excel-sheets.html

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Tally ERP 9 Release 1.51

We have recently noticed some issues in Tally ERP 9 Release 1.51 which probably seems to be a BUG in this Release (i.e. Release 1.51)

BUG:
When a request is sent to push/pull data, the Tally Software terminates with the following message :-

Internal Error: Contact Tally Solutions

Software Exception c000005
(Memory Access Voilation)

PS:
Though it prima-facie appears to be BUG (according to us), it has NOT yet been confirmed by Tally Solutions, Bangalore.

Tally ERP 9 Release 1.5 issues

While importing Masters into Tally ERP 9, we have noticed some issues. The tests that we performed on different versions of Tally are given underneath :-

Tally 7.2 Release 3.12
1) Start UDIMagic and import the "Master - StockItem Master Excel sheet" data into Tally. This will import 2 stock-items into Tally.
2) Once again import the same data into Tally. There is no ERROR. As these records already exist in Tally, they are modified /overwritten.

Tally 9 Release 2.14
1) Start UDIMagic and import the "Master - StockItem Master Excel sheet" data into Tally. This will import 2 stock-items into Tally.
2) Once again import the same data into Tally. There is no ERROR. As these records already exist in Tally, they are modified /overwritten.

Tally ERP 9 Release 1.5
1) Start UDIMagic and import the "Master - StockItem Master Excel sheet" data into Tally. This will import 2 stock-items into Tally.
2) Once again import the same data into Tally. There is an ERROR message which says that these records are already there.

To solve the issue with Tally ERP 9, you must add the following option in the UDIMAGIC.INI file.

[UDIMAGIC]
IgnoreDuplicateMasters=Yes


PS:
The option IgnoreDuplicateMasters=Yes must be added directly under the Heading [UDIMAGIC]