Import from Excel to Tally

Use udi-Magic, a simple yet one of the most powerful tool to import data in Tally from Excel
Flash Sale at 11:30 hrs [Mon, Wed, Fri]

What is an excel to tally converter?

By: Shweta Softwares Updated on : 2017-12-03

An Excel to Tally Converter is a software that converts excel data into Tally XML format and imports it into Tally.ERP 9.

Most of these utilities come with some predefined Excel templates. You have to simply put your data in those formats and import it into Tally. A list of such tools developed by 3rd parties developers or Tally Integrators is available here. In addition, there are some TDL [Tally add-on] modules available at Tally shop.

Currently, both online and offline converters are available each having its own pros and cons. Choosing the right tool can be a tough task, but since most of the vendors provide a free trial version with some restrictions, you can download and check which utility is best suited for your requirements and meets your budget. Another important consideration would be implementation of GST features and maintaining compatibility with latest Tally for GST releases.

udi-Magic | Excel to Tally
udi-Magic | Excel to Tally

Why udi-Magic?

  1. udi-Magic software is now available on subscription / rental basis in addition to perpetual license.
  2. Includes a wide range of Standard Excel templates available in the Standard package which include GST features.
  3. Travel license - Activate and carry udi-Magic on a USB Flash drive and use it on any Computer. Watch this video on activating udi-Magic license with Flash drive.
  4. UNDO entries - Allows you to UNDO entries anytime, even after a week, month/year or more.
  5. Unicode - Supports data in English, Hindi, Arabic or any other language (unicode data).
  6. Debug - See what's happening behind the scences while data is being imported into Tally.
  7. An easy to use excel to Tally import utility with an unparalleled presence for over a decade.

Learn more about the unique features of udi-Magic.

Steps to Import data in Tally

If you are new to udi-Magic converter, this is the right place to start. Simply follow the underneath steps to export data in Tally from Excel format.

Install udi-Magic

Installing udi-Magic is quite easy and simple. Let's get started.

  1. Download the latest version of udi-Magic software
  2. Run the setup to install

Upon successfull installation, you shall get udi-Magic shortcut on the desktop.

Create a Company in Tally.ERP 9

To import data into Tally.ERP 9, you will need a Company. Let's create one.

  1. Open Tally.ERP 9
  2. Select option : Create Company
  3. Enter the Company Name as 'UDIMagic DEMO'
  4. Enter the other Company details as required
  5. Press Ctrl+A to save Company
  6. Next, minimize Tally.ERP 9

Importing data Into Tally.ERP 9

Now, that we have installed udi-Magic application and created a Company in Tally.ERP 9, let's begin.

  1. Start udi-Magic software
  2. Select option : Excel to Tally
  3. Select option : Import data into Tally
  4. Select Excel File : Any XLS template
    (Any template provided with udi-Magic converter)
  5. Click the Start button
To view the data imported in Tally, use option Gateway of Tally >> Display >> Daybook

1. Ensure that you start Tally.ERP 9 and open a Company before starting udi-Magic utility.
2. To upload data into Tally.ERP 9, use the 'Standard Excel templates' provided in c:\udi-MagicDemo folder.
3. For information on fields/columns, refer the notes given in each template.

Do you know that you can carry udi-Magic on USB Flash drive? Learn more.