You may have received the data, such as bill books, in either Excel or XML formats.Įntering such data into TallyPrime manually could be very time-consuming and could lead to unnecessary errors. As a chartered accountant, you would help your clients in validating their data for filing returns regularly.Maintaining details such as daily sales transactions, payment details, contact details of the parties and so on in Excel sheets is quite common.
Import Data to update Books of Account in TallyPrime: Let’s consider some business scenarios where data is maintained in external software:
At the same time, if your data is available in XML files, through import, TallyPrime reads the XML data and migrates it into relevant fields in TallyPrime. Importing data from Excel is based on mapping of data from Excel to the fields in TallyPrime, using the templates for mapping. TallyPrime allows you to import data from both Excel and XML files in a few simple steps. If you manually enter any data into TallyPrime by referring to transaction details available any external software, you can directly import the data from such software into TallyPrime.
