OFFICIAL BLOG

Import Excel data in Tally prime 4.0

January 1, 2018, 8:24 am

Import Excel data in Tally prime 4.0

 

Tally Prime 4.0’s built-in Excel import function can be complex and time-consuming, requiring users to manually map each Excel field to corresponding Tally fields. Additionally, users must specify debit and credit ledger amounts, adding to the complexity. In contrast, our XLTOOL auto utility simplifies the process. It directly import data from Excel to Tally and its automatically removes data errors, identifies debit and credit ledgers, and eliminates the need for mapping with Tally fields. Errors are promptly highlighted within the Excel utility, eliminating the need to consult Tally error logs. XLTOOL saves time and ensures safety in data import processes. Download it for free and experience streamlined accounting tasks.

XLTOOL serves as a simple Excel to Tally converter migration tool, designed with user-friendly features for seamless operation. Built on the Microsoft Excel platform, it provides a comfortable and familiar working environment. With its powerful and exclusive features, XLTOOL elevates accounting processes to new heights. Available in both free and paid versions, the basic free version offers limited functionality, while the paid version unlocks full special features without any time constraints.

 

Steps to import Excel data into Tally PRIME 4.0:

  • Download the XLTOOL Excel to Tally Utility from www.xltool.in/download.
  • Open your Tally application company and configure the Tally application ODBC Port to 9005.
  • Launch the XLTOOL Utility.
  • Select the appropriate Master or vouchers Item template based on your data type.
  • Paste your data into the designated sheet template.
  • Press the F1 key for MENU options.
  • Click the START button to commence the import process.
  • Witness as all your data is seamlessly imported into Tally.
  • Process completed.

 

Key Features of Excel to Tally XLTOOL:

  • Fully automated export of Excel data into Tally
  • Bulk data export from Microsoft Excel to Tally
  • Directly import data from Excel to Tally
  • Import of multiple Ledgers debit/credit voucher entries
  • Import of vouchers including Receipt, Payment, Contra, Journal, Sales, Purchases, and more
  • Import of vouchers with Stock inventory and Cost centers
  • Classification of GST, VAT, Service Tax, TDS, and more
  • Import of forex multi-currency vouchers
  • Import of Masters ledgers with alias, group, address, and more fields
  • Import of Master stock items with additional fields
  • Import of bank statements in various formats such as PDF, CSV, and Excel
  • Creation and import of auto-random entries with different criteria
  • Automatic identification of debit and credit ledger amounts
  • Strong validation and automatic data error removal
  • Compatibility with Tally 7.2, Tally 9 ERP, Tally PRIME, and higher versions.

 

With XLTOOL, simplify your accounting processes and unleash the full potential of Tally for your business needs.