MS-Access to Tally
Looking for a software utility to import data from MS-Access into Tally software.
Try out UDIMagic Professional.
MS-Access is a Relational Database Management System (RDBMS) which is used as a
backend with generally Visual Basic packages. Untill now, integrating an ERP package
with Tally was a tedious task as it required modifications in the existing ERP package.
Moreover, this could be done only by programmers.
UDIMagic professionl edition allows to fetch data from your MS-Access
database and send it directly to Tally. And all this
happens by merely writing few SQL-SELECT statements and XML-tags.
- Works with all versions of MS-Access
- Supports Tally 6.3 and higher versions
- MS Access-to-Tally feature is available in the UDI-Magic professional-edition
only (UDIMagic v3.0 onwards)
How do I transfer data from
MS Access database into Tally ?
The above task involves three main things:-
1) MS Access database information
(Specify the database name; password)
2) SQL-SELECT statements
(Writing SQL-SELECT statements to fetch data from the MS Access database)
3) XML tags
(Writing XML tags required by UDIMagic to process the data and send
it to Tally)
Though use of UDIMagic does not require any programming knowledge, you need to have
basic understanding of SQL (Structured
query Language). And of-course, you must have the rights / privileges to access
the MS Access database.
MS-Access Database Information
The first thing you need to do is to specify the Database Name and password.
Writing SQL-SELECT statements to fetch data from MS-Access database
Follow the steps given underneath:-
a) Start UDIMagic.
b) Next, select "Advanced Usage" option (available in professional
c) Next, select the Database-type as "MS-Access"
c) Next, click on the button "Settings" and specify the MS-Access
database name and password (if any).
a) The UDIMagic Demo version comes with default values for MS-Access database. These
values ( database-name; password etc) refer to the database named "AccessDatabase.mdb".
The password is 'sc3306'
b) The AccessDatabase.mdb has provided for Demo purpose only.
c) Users can specify their MS-Access database details
d) The TEST-Connection button is not available in MS-Access.
For Windows 95 and Windows NT users
Those using Windows 95 and Windows NT need to install MDAC (Microsoft Data Access
Components) for using the Access-to-Tally feature. In addition, the Windows 95 users
need to install DCOM95 prior to installing MDAC.
To retrieve data from your MS-Access database, you need to write SQL statements
Writing XML tags
This process involves :-
a) Plan-out which DATA is to be transferred from MS-Access to Tally
b) Identify the tables (Masters and Vouchers) that contain the required data
c) Write SQL-queries to fetch data
SQL-queries are generally written in a Text file (having .qry extension). You can
use any TEXT-editor (like Notepad) to view/edit the SQL-query files.
UDIMagic allows you to write multiple SQL-SELECT statements in a Query (qry) file.
Sample file :-
<SQL>.........your SQL-SELECT statement1..........</SQL>
<SQL>.........your SQL-SELECT statement2..........</SQL>
As you can see, each SQL-SELECT statement is to be enclosed in <SQL>....</SQL>
tag. This allows you to have multiple queries in a single Query (txt) file.
UDIMagic processes these queries one-by-one in the order in which they appear in
the query-file. It contructs a result data-set which can be visualized as Columnar
format comprising of Rows and Columns. The first field in the result data-set can
be accessed using COLUMNREFERNCE A, the second field in the result data-set can
be accessed using COLUMNREFERENCE B and so on. This has been discussed in the next
In the previous section, we had seen how to fetch data from the MS-Access database.
In this section, we shall focus on how to write XML tags to identify the data and
send it to Tally.
What are these XML tags and why are they required ?
To import data into Tally, you need to tell UDIMagic what data you have and
where is it stored. This is done using XML tags.
Let's take an example to understand it.
Step 1: Write a SQL-query to fetch data from the table named "Ledger"
(of database AccessDatabase.mdb) as given below:-
(Refer file "Access Query2.qry"
provided with UDIMagic
SELECT l.name AS name,g.name AS parent FROM ledger l,groupmaster g WHERE l.groupid=g.id
The result of the above SQL-query can be visualised as follows:-
Profit & Loss A/c
Sale of Goods
VAT Output 4%
Duties & taxes
Step 2: Write XML tags to identify and send the data to Tally
Sample MS-Access Database
(Refer file "Access XMLTags2.xml"
provided with UDIMagic Demo)
<PARENT COLUMNREFERENCE ="B"/>
- Fetch data from MS-Access database using SQL-SELECT statements
- Write XML tags required by UDI-Magic to process the data and send it to Tally.
The sample MS-Access Database named 'AccessDatabase.mdb' contains the following
Contains Voucher details - main table
Contains Voucher details - child table containing items
Contains Voucher details - child table contains ledgers
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