Excel to Tally ERP 9
Get Going with GST using Tally ERP and udi-Magic v8.0
Step 1: Update GSTIN and State in Party Ledgers
Step 2: Update GST TaxRates and HSN/SAC Code in Stockitems
Step 3: Import Sales and Purchase with GST
An Excel to Tally Converter aka
Tally Data Migration tool is a software utility that converts your Excel data into a Tally compatible format, generally XML; and imports it into Tally ERP.
Most of these tools come with some predefined Excel templates. You have to simply put your data in those Excel templates and upload 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.
If you wish to know more about Tally XML format, this video get's you going.
Learn more about the unique features of udi-Magic.
If you are new to udi-Magic, this is the right place to start. Simply follow the underneath steps to upload data into Tally from Excel templates.
Installing udi-Magic is quite easy and simple. Let's get started.
To import data into Tally, you will need a Company. Let's create one.
Ctrl+Ato save Company
Now, that we have installed udi-Magic and created a Company in Tally, let's begin.
Excel to Tally
Import data into Tally
<< Std. template >>
Startbutton to import data into Tally
Gateway of Tally >> Display >> Daybook
1. Ensure that you start Tally.ERP and open a Company before starting udi-Magic.
Do you know that you can carry udi-Magic on USB Flash drive? Learn more.