udiMagic - Excel to Tally

A simple yet one of the most powerful tool to import data in Tally from Excel
How to import from excel to Tally?

What is an excel to tally converter?

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.

Why udiMagic?

  1. udiMagic 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 udiMagic on a USB Flash drive and use it on any Computer. Watch this video on activating udiMagic 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 udiMagic.

Import Features | Standard Edition

  • Import data from multiple excel sheets with one click.
  • Import one debit / one credit vouchers entry.
  • Import multiple debits / credits vouchers entry.
  • Auto creates stock items from vouchers entries list.
  • Auto creates ledgers from vouchers entries list.
  • Import stock items with HSN / SAC / GST taxes.
  • Import stock groups with HSN / SAC / GST taxes.
  • Import vouchers with multiple cost categories and cost centres.
  • Import vouchers with multiple bill-by-bill references.
  • Import Receipt, Payment, Journal, Contra.
  • Import Sales, Sales Order, Delivery Note
  • Import Purchase, Purchase Order, Receipt Note
  • Import Debit Note, Credit Note, Stock Journal, Physical Stock Journal
  • Import Payroll Attendance
  • Import multi-linugal data (English, Hindi, Gujarati, Marathi, Arabic etc)
  • Import vouchers with or without creating ledgers / stock items.

Steps to Import data in Tally

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

Install udiMagic

Installing udiMagic is quite easy and simple. Let's get started.

  1. Download the latest version of udiMagic software
  2. Run the setup to install

Upon successfull installation, you shall get udiMagic 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 udiMagic application and created a Company in Tally.ERP 9, let's begin.

  1. Start udiMagic 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 udiMagic converter)
  5. Click the Start button
To view the data imported in Tally, use option Gateway of Tally >> Display >> Daybook
Note

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

Demo Videos


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