How to Easily Migrate Your Data to TallyPrime

A lot of companies maintain their books of accounts using Excel spreadsheets. For small Businesses, this configuration might be sufficient, but when the business is growing, Excel spreadsheets are difficulty to manage so to overcome this problems accounting software is essential. Adopting a new software has its challenges.

Entering all of your spreadsheet data into the new system is the first thing you will need to do when you begin using the new software for your accounting processes. This is a manual process for a large number of software items available on the market.

Transferring your Excel data to TallyPrime is a simple process. There is an integrated Excel import feature in the most recent version of TallyPrime 5.1. This tool, as its name implies, will assist you in automatically transfer all of your data from your Excel files to the software.

?Steps to migrate data to TallyPrime from an Excel worksheet

The procedures for moving data from an Excel spreadsheet to TallyPrime are listed below.

1. Click on Alt+O, then choose the Configurations from the Import Screen.

2. You will see the List of Configurations on the screen now. Click on the Show More option to view the entire list.

3. This list has two sections—General and Banking. Here are the options you will see under the Banking section:

Location of the Import/Export Files—Choose where to save the file after successful Import or export.

4. The behaviour of Import when exceptions exist—When the original file has some exceptions (like missing data or invalid data), how do you want to import it to TallyPrime? Choose if you will ignore the exceptions, import with exceptions, or stop the Import when you notice the first exception.

Overwrite vouchers—Set the option to "Yes". This way, duplicate vouchers will be overwritten if the export and import files are of the same company.

5. Remove invalid characters—Set the option to "Yes". This way, invalid characters like additional spaces, tabs, and other noise characters will be removed from the Excel file before being imported.

6. Import batch size—How many files do you want to import at a time? You can set the batch size accordingly here.

7. Enable detailed log—Do you want to see a detailed log of errors during data import? Set the option as per your preferences.

8. Once you follow these steps, your data gets perfectly migrated to TallyPrime so that you can continue your business operations effectively.

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Advantages of migrating data to TallyPrime

You Can transfer all of the information from your client orders, vouchers, and other external software to TallyPrime with only a few clicks. By doing this, you may avoid manual errors and save more time and effort.

TallyPrime's import feature allows you to import any data into the new software at any time that works for you. Even if the data is missing, invalid, or jumbled, it is easy to import from the source file into the relevant TallyPrime fields.

You can save this template for usage with similar types of data in the future after importing the data into TallyPrime. Additionally, it offers a number of examples from which you can input your data to obtain accurate data in the appropriate fields in a matter of minutes. Even a template can be altered to suit your tastes.

You can also choose to view comprehensive error logs while importing data into TallyPrime. This enables you to automatically fix any potential log issues. You can guide clear of similar mistakes in the subsequent import batch by using these logs.

?Conclusion

By using new version of TallyPrime 5.1, you can Immediately and accurately integrate your existing files—whether they are on Excel or any other external software—into TallyPrime. The process is fully automated, leaving no room for manual mistakes.

The best part of this import process is choosing the templates that suit your business. Regardless of the format and type of data in the source file, you can trust the import functionality of TallyPrime to integrate data into your new Tally software successfully.

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