SQL-Server to Tally
Looking for a software utility to transfer data from SQL Server into Tally software.
Try out UDIMagic.
CONTENTS
Introduction
SQL-Server is a popular Database Management System (DBMS) which is used as a backend
in many ERP packages. Until now, integrating an ERP package with Tally was a tedious
task as it required modifications in the existing ERP package. Moreover, this could
be done only by programmers.
UDIMagic professionl edition allows to fetch data from your SQL-Server
and send it directly to Tally. And all this happens by merely writing few SQL-SELECT
statements and XML-tags.
- Works with all versions of SQL Server
- Supports Tally 6.3 or higher versions
- SQL-Server to Tally feature is available in the UDIMagic professional-edition
only (UDIMagic v3.0 onwards)
Getting Started
How do I transfer data from
MS SQL-Server into Tally ?
The above task involves three main things:-
1) SQL Server information
(Specify the Connection string)
2) SQL-SELECT statements
(Writing SQL-SELECT statements to fetch data from the MS SQL-Server)
3) XML tags
(Writing XML tags required by UDIMagic to process the data and send
it to Tally)
Though use of UDIMagic does not require any programming knowledge, you need to have
basic understanding of SQL (Structured
query Language). And Of-course, you must have the rights / privileges to access
the SQL Server.
SQL-Server Information
The first thing you need to do is to specify SQL-Server Infomation.
Follow the steps given underneath:-
a) Start UDIMagic.
b) Next, select "Advanced Usage" option (available in professional
version).
c) Next, select the Database-type as "MS SQL-Server"
d) Next, click on the "Settings" button and specify the CONNECTION-String
for your SQL-Server.
e) Next, click on the "TEST SERVER CONNECTION" button to test-check the connection.
Remarks:-
a) UDIMagic uses the Connection string to connect to SQL SERVER. Hence, it is mandatory
to specify the Connection-string.
Connection Strings
What is Connection String ?
A Connection string is a string that contains information required to connect to
a database or a data-file. Because there are
several providers and each provider may have multiple ways to make a connection,
you can write a connection-string in
multiple ways.
* A connection-string consists of series of keyword-value pairs separated by semicolons
(;).
* The equal-to sign (=) connects each keyword and its value.
* Example: Key1=Value1; Key2=Value2; key3=Value3;
SAMPLE Connection strings for connecting to SQL-Server
Connecting to a SQL Server Instance
|
Provider=sqloledb;Data Source=myServerName\theInstanceName;Initial Catalog=myDataBase;Integrated Security=SSPI; |
Standard Security
|
Provider=sqloledb;Data Source=myServerAddress; Initial Catalog=myDataBase;UserId=myUsername;Password=myPassword; |
Trusted Connection
|
Provider=sqloledb;Data Source=myServerAddress;Initial Catalog=myDataBase;Integrated Security=SSPI; |
Remarks:-
You need to replace the highlighted text with actual values.
More about Connection-strings
For more information on connection-strings, please refer this link
http://www.connectionstrings.com/default.aspx
Writing SQL-SELECT statements to fetch data from the SQL-SERVER
After you have test-checked the connection to your SQL Server, you need to write
SQL statements (queries) to fetch data from SQL-Server. This process involves :-
a) Plan-out which DATA is to be transferred from SQL-Server to Tally
b) Identify the tables (Masters and Vouchers) that contain the required data
c) Write SQL-queries to fetch data
SQL-QUERIES
SQL-queries are generally written in a Text file (having .qry extension). You can
use any TEXT-editor (like Notepad) to view/edit the SQL-query files. UDIMagic allows
you to write multiple SQL-SELECT statements in a Query (qry) file.
Sample file:- MS SQL-Server Query1.qry
<SQL.LIST>
<SQL>.........your SQL-SELECT statement1..........</SQL>
<SQL>.........your SQL-SELECT statement2..........</SQL>
........
</SQL.LIST>
As you can see, each SQL-SELECT statement is to be enclosed in <SQL>....</SQL>
tag. This allows you to have multiple queries in a single Query (txt) file.
UDIMagic processes these queries one-by-one in the order in which they appear in
the query-file. It contructs a result-data-set which can be visualized as Columnar
format comprising of Rows and Columns. The first field in the result data-set can
be accessed using COLUMNREFERNCE A, the second field in the result data-set can
be accessed using COLUMNREFERENCE B and so on. This has been discussed in the next
section.
Writing XML tags required by UDIMagic to identify data retrieved
from SQL-SERVER
In the previous section, we had seen how to fetch data from the MS SQL-Server. In
this section, we shall focus on how to write XML tags to identify the Excel-sheet
data and send it to Tally.
What are these XML tags and why are they required ?
To import data into Tally, you need to tell UDIMagic what data you have and where
is it stored. This is done using XML tags. Let's take an example to understand it.
STEPS:-
Step 1: Create a database named "scdatabase" in SQL-Server
Step 2: Create a table "Ledger" which contains 2 fields "Name"
and "Parent"
Step 3: Add few records to the "Ledger" table
Step 4: Write a SQL-query to fetch data from Ledger table (of
"scdatabase") as given below:-
SQL-query
<SQL.LIST>
<SQL>
SELECT name AS name,parent FROM ledger </SQL>
</SQL.LIST>
The result of the above SQL-query can be visualised as follows:-
Result data-set
|
Name |
Parent |
|
Shweta Softwares |
Sundry Debtors |
|
Sale of Goods |
Sales Accounts |
|
VAT Output 4% |
Duties & taxes |
Step 5: Write XML tags to identify and send the data to Tally
XML tags
<XML.LIST>
<XML>
<MASTER TYPE="LEDGER">
<NAME.LIST>
<NAME COLUMNREFERENCE="A"/>
</NAME.LIST>
<PARENT COLUMNREFERENCE ="B"/>
</MASTER>
</XML>
</XML.LIST>
That's all. You can now run UDIMagic and import data into Tally Software.
Downloads
UDI-Magic Demo version
Links
UDI-Magic Home Page
UDI-Magic Articles and sample
Excel templates
Tags:-
UDIMagic, SQL Server to Tally, SQL SERVER, SQL SERVER 2005 Express edition,
Excel to Tally
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