Import Vouchers from Excel into Tally 

Importing data from Excel into Tally, involves three main tasks. These tasks are:-

1) Create an Excel sheet
2) Write XML tags
3) Run UDI-Magic and import data into Tally

Step 1 - Create an Excel sheet

Herein, we shall take up the sample Excel-sheet "Vouchers - Sales Transactions with StockItem.xls" which is provided with udi-Magic Demo version. The Excel-sheet contents are given underneath for your reference.

Excel-Sheet: "Vouchers - Sales Transactions with StockItem.xls"

Remarks:-
a) The above table/sheet contains "Sales" data.
b) Cells shown  in yellow color contain Comments

Step 2 - Write XML tags

Once your Excel sheet is ready, the next thing is to write XML tags. These tags are used to tell UDI-Magic "What data you have in your Excel sheet and where is it stored ?". For those who are not familiar with XML (or XML tags), here's a brief introduction to XML.

"XML tags are basically holders that hold your data. XML tags names are generally descriptive and the user can easily make out
what it refers to. XML stands for Extensible Markup Language. "

To view or edit the XML tags in the Excel sheet, right-click on the cell that contains the tags and select "Edit Comment". In the above Excel-sheet, the XML tags have been written in the cells A1, C1 and D1.

Step 3 : Run UDI-Magic and Import data into Tally

With your Excel sheet and the XML tags ready, you can now Import data into Tally Software. 

a) Start Tally Software.
b) Create/open the Company in which you want to Import the data.
c) Minimize Tally.
d) Start the UDI-Magic software and select the Excel-sheet from which you wish to Import Data. 
e) Follow wizard-screen instructions to Import data into Tally.

That's all.

You can check the data in Tally, using the following option:-
"Gateway of Tally >>  Display >> Daybook"