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How to Export Marg Data and Import in Tally Prime Software ?

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Ans.1

Overview of Export Data from Marg ERP Into Tally Prime Software

Process Of Exporting Data From Marg Software

Process Of Importing Data In Tally Prime Software

OVERVIEW OF EXPORT DATA FROM MARG ERP INTO TALLY PRIME SOFTWARE

  • With the help of Marg ERP, the user can easily Export the data from Marg ERP Software and Import it into Tally ERP 9 Software.
  • Through this effective feature, the user can Import the Complete Data i.e. Masters, Daybook/Vouchers.

Points to Remember :

1. You must need to close software from the all nodes/client system before following the further steps:

2. If the options related to Tally/Busy Export/Import do not get opened while clicking on it then firstly you need to update your tally patch before doing the export process.

3. Tally Prime should be licensed Version.

4. Latest Tally ERP Patch should be updated.

PROCESS OF EXPORTING DATA FROM MARG SOFTWARE

For exporting the data of Marg ERP Software into Tally Prime Software, the user needs to enable the power of export in Marg Software.

Export Power
Solution

Enable Export Power in Control Room Setup

 

                 shorturl.at/EJTWX

Enable Export power for a User (Operator)

 

                 shorturl.at/IK278

 

 

Note: The user needs to Update Tally Patch.

  • Go to Reports > Management Report > Utilities > Data Import/Export > Tally/Busy/ Export/Import.

  • A 'Tally & Busy Import/Export' window will appear.
  • The user will select 'Tally Prime' and Click on 'Okay'.

  • A 'Tally Import/Export' window will appear.
  • In 'Import /Export', the user will select 'Export Marg to Tally'.

  • In 'Export', the user will select the option which data needs to be import.
  • Suppose select both Masters and Transactions.

Include Inventory: Select the option if needs to include Inventory.

Master File: Browse the location where the Master file needs to save as per the requirement.

Daybook File: Browse the location where the Dayboook file needs to save as per the requirement.

Voucher Definition: The user will only select 'Sales Return' & 'Purchase Return' ledger in order to export to Tally as in Tally these two ledgers are not been created.

  • In 'Voucher From', the user will mention the date range for which data needs to be export.
  • Suppose mention '01-04-2023' to '30-03-2024'.

  • Now the user click on 'Proceed'.

  • Now the user can view data is Exporting.

  • The user can view Daybook and Master file will get save on the selected path.

PROCESS OF IMPORTING DATA IN TALLY PRIME SOFTWARE

  • The user will first needs to create company in Tally Prime.
  • Enter in any company.

  • The user will click on 'Company'.

  • Now select 'Create' to Add new Company.

  • The user will mention the financial year period for which data needs to import.
  • Mention other company details as per the requirement and click on 'Yes'.

  • A window will appear.
  • The user will select 'Accounting' and 'Inventory' option as per the requirement and keep pressing 'Enter' key.

  • A 'Gst Details' window will appear.
  • The user will select 'State'.

  • Now the user will mention other GST details of the company as per the requirement.

  • Click on 'Yes' to save details.

  • Again click on 'Yes'.

  • The user can view Company will get create. Enter in the company.

  • Go to Import > Masters.

Case 1. To Direct Copy or Paste Path.

  • The user needs to click on 'Specify Path'.

A 'Specific Path' window will appear where the user will paste the path of file where it has been saved.

  • The user will copy the path by pessing 'Ctrl+C' key.

  • Now the user will paste the path by pressing 'Ctlr+V' key and press 'Enter' key.

Case 2. To Select patch from Drive.

  • Click on 'Select from 'Drive' to browse the Master file.

  • The user will select path where the file saved.
  • Click on 'Master.xml'.

  • A 'Behaviour' window will appear.
  • The user will select 'Modify with new data'.

  • Now the user can view Master data is importing.

  • To Import Day book again go to Import > Transactions.

  • Select the path for Daybook also and click on 'Daybook.xml'.

  • The user can view Daybook data will is Importing.

  • After Importing the user can view Profit & Loss A/C of Marg ERP and Tally Prime to match the data.

Fig 1. View of Profit & Loss A/C in Marg ERP

Fig 2. View of Profit & Loss A/C in Tally Prime


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