Overview of Data Export from Tally Prime Software and Import in Marg ERP Software

Process to Export Masters from Tally Prime Software and Import in Marg ERP Software

Process to Export Day Book from Tally Prime Software and Import in Marg ERP Software

Process to Import Tally Prime Data in Marg ERP Software

Overview of Data Export from Tally Prime Software and Import in Marg ERP Software

With the help of this New Feature, the user can easily Import the Data in Marg ERP Software which has been exported from Tally Prime Software. The user can Export and Import Data in three ways: Only Master Data, Only Transactions Data or Full Data Transfer.

 **Important Notice**

1. The user must update the Latest Patch of Tally. To view the Marg ERP Tally Patch update process, click here.
2. The user must enable the Data Export and Import option in Marg ERP Software. To view the process, click here.

Process to Export Masters from Tally Prime Software and Import in Marg ERP Software

• The user will press 'Alt + F3' key to select the Company in Tally Prime.

• The user will select the 'Company' by clicking on it.
• Suppose select 'Ganesh Enterprises'.

• Click on 'Export' option.

• Click on 'Masters' option.

• Click on 'Configure' button.

• Press 'Enter' key in 'Type of Master'.

• Click on 'All Masters'.

The user will select the other filters as per the requirement.

a. Include dependent Masters: The user will select 'Yes' to include the dependent masters otherwise keep it as 'No'.

b. Export closing balance as opening balance: The user will select 'Yes' if the closing balance needs to be imported as opening otherwise keep it as 'No'.

c. File Format: The user will select 'XML (Data Interchange)'.

d. Folder Path: The software will pick default 'Folder Path' and the user can change it as per the requirement.

e. File Name: The software will pick automatically pick the 'File Name'.

Press 'ESC' key to save Changes. 

• Click on 'Export' button.

Fig. 2.1 View of Exported Master.xml File

Process to Export Day Book from Tally Prime Software and Import in Marg ERP Software

• Click on 'Export' option.

• Click on 'Transactions' option.

• Click on 'Configure' button.

• Press 'Enter' key in 'Type of Voucher entries'.

• Click on 'All Vouchers'.

The user will select the other filters as per the requirement.

a. Include dependent Masters: The user will select 'Yes' to include the dependent masters otherwise keep it as 'No'.

b. Period: The user will enter the 'Time Period' for which data needs to be Exported. 

c. File Format: The user will select 'XML (Data Interchange)'.

d. Folder Path: The software will pick default 'Folder Path' and the user can change it as per the requirement.

e. File Name: The software will pick automatically pick the 'File Name'.

Press 'ESC' key to save Changes. 

• Click on 'Export' button.

Fig. 3.1 View of Exported Transactions.xml File

Process to Import Tally Prime Data in Marg ERP Software

• Press 'Enter' key on the Company in which Data needs to be imported.

• Press 'Enter' key on 'Marg Gateway' option.

• Select the financial year in which data needs to be imported.
• Suppose select '2024 - 2025'.

Note - The 'Time Period' for which Data needs to be Exported and Imported should be Same in Tally Prime Software and Marg ERP Software.

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

• Select 'Tally Prime' option and click on 'Okay' button.

• In 'Import/Export' option, the user will select 'Import from Tally'.

The user will select this option as per the requirement.

a. Masters w/o Balance: The user will select this option to Import Masters without Balance.

b. Masters with Balance: The user will select this option to Import Masters with Balance.

c. Full Transfer: The user will select this option to Import Whole Data.

d. Daybook only: The user will select this option to Import Daybook Only.

Suppose select 'Full Transfer'.

• In 'Include Inventory' option, the user will put a checkmark on 'Yes' to import Inventory.
• The user will click on 'Browse' button to select location for Stock File to be imported.

• In 'Master File' option, the user will click on 'Browse' button to select File Destination.

• The user will select the 'Master File' and click on 'Select' button.

• In 'Transaction File' option, the user will click on 'Browse' button to select File Destination.

• The user will select the 'Transaction File' and click on 'Select' button.

• In 'Delete Current F.Y.' option, the user will put a checkmark to delete the Previous data of Marg otherwise keep it 'blank'.

• Click on 'Proceed' button.

• A 'Pop-up' will appear for 'Data Import'.

• A 'File Indexing' will run for Data Import.

Fig. 1.1 View of Profit and Loss in Tally Prime Software

Fig. 1.2 View of Profit and Loss in Marg ERP Software

After following the above steps, the user can import Tally Prime Software Data in Marg ERP Software.