Getting Started

Step 1
Download and Install UDI-Magic software from http://www.rtslink.com/images/udiMagicDemo.zip

Remarks:-
- On successful installation, a shortcut for UDI-Magic appears on your Windows Desktop.
- By default, UDI-Magic gets installed in "c:\udi-magic" folder.

Step 2
Start Tally Software and Create a new Company (say TESTING)

PS:
- Set the Financial Year and Books Beginning Date to 01/04/2007. Herein, old date is required as some of the sample Excel sheet contain old-data.
- Use option "Gateway of Tally >> Alt+F2 " to set the Accounting period to 01/04/2007 to 31/03/2010 (as required).

Step 3
Next, Minimize Tally Software.

Step 4
Next, start UDI-Magic Software.

Remarks:-
- When you run UDI-Magic, a Registration windows is displayed. Close the Registration window and click on the Next button.

Step 5
Next, select option "Excel to Tally"

Step 6
Next, select option "Single Excel sheet"

Step 7
Next, select the following options :-

Data-type                  :  Voucher
Excel-File Name         :  Voucher - Sales Vouchers with StockItems

Remarks:-
- Keep the "Use separate file for XML tags" as un-checked (i.e. un-ticked)

Step 8
Next, click on the START button to import data from Excel into Tally.

Remarks:-
- If everything goes fine, records given in the Excel sheet will be imported into Tally.
- To view the records imported into Tally, use the following option :-
   "Gateway of Tally >> Display >> Daybook >> Alt+F2".  Next, specify the period as 01/04/2007 to 31/03/2010 (as required).
- The UDI-Magic Demo version imports limited records only (5 vouchers / 10 Masters)

Sample Excel sheet formats

Few Excel sheets get created automatically when UDI-Magic is run for the 1st time. These Excel sheets are  created  in the "c:\udi-magic" folder.

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

Errors while running UDI-Magic

If you get any errors while running UDI-Magic, please write to sales @ rtslink.com (remove spaces) with complete details including screen snap shot of the error.