How To Export and Import Data from Excel To Tally ERP 9


All you need to do is:

IN EXCEL 

  1. Enter the date, party name, ledger name and the amount in the excel.
  2. Select the voucher type (multiple types are supported in single upload)
  3. After entering all the vouchers, Click on 'Create Vouchers XML' & save the Vouchers xml file in an easily accessible location
  4. OPTIONAL: If you want to export masters also, then click on 'Filter Masters'
  5. List of masters to be exported will be displayed. Select the master type and then click on 'Export Masters XML'  & save the file in an easily accessible location
IN TALLY 
  1. Import the Masters xml first, if you have exported it from excel.
  2. Import - Vouchers xml
  3. DONE!!!!
IMPORTANT NOTE: For successful importing of entries ensure
  • Masters (ledgers) already exist in tally before importing vouchers.xml
  • the date format in windows has to be in "dd-mm-yy" format  (to do that Click Start, point to Settings, click Control Panel, and then double-click Regional Settings. On the Date tab, click the date format you want to use in the Short date style box, and then click OK.)
The Exported xml can be imported to Tally 7.2, 9 and ERP.

Its free.

DOWNLOAD LINKS  - V 3.1

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