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Tuesday, 18 September 2012

Import Masters (how To import Data In Tally)

Import Formats

Tally.ERP 9 supports XML format to import data. 

To Import Masters execute the following steps:
Go to Gateway of Tally > Import of Data > Masters
  1. In the Import of Masters screen:
  2. Enter the required path and filename in the Import File Name (XML) field. If the file is located in the default folder, then you need to provide the filename only.
  3. In the field Treatment of entries already existing select the required Behaviour
  4. Combine Opening Balances: Select this option to import data of different branches and consolidate the opening balances. You can also select this option when the opening balances of existing masters are Zero and need to be overwritten by the balances in the data being imported.
  5. Ignore Duplicates Select this option to import new masters along with the existing masters in Tally ignoring the duplicates.
  6. Modify with New Data Select this option to replace the existing balances with those existing in the data imported and also override the other options available in Behaviour list.
  1. Press Enter to Import Masters.
  2. Double click on Tally.imp file located in the Tally.ERP folder to view the import log. 

    Import Vouchers

    To import vouchers execute the following steps:
    Go to Gateway of Tally > Import of Data > Vouchers
  3. In the Import of Vouchers screen, enter the required path and filename in the Import File Name (XML) field.
  1. Press Enter to import the Vouchers
  2. Double click on Tally.imp file located in the Tally.ERP 9 folder to view the import log.

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