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Thread: How to Export and Import DATA from Tally

  1. #1
    Join Date
    Nov 2008
    Posts
    162

    How to Export and Import DATA from Tally

    Precautions to be taken before doing the process
    1. Take Data Backup
    2. F11 Features should be same in both the company
    3. To import transactions Financial year should be same.

    Formats available in tally
    • ASCII: To export\import data from tally to excel.
    • HTML(Web-Publishing):To export\import data from tally to website or to excel
    • SDF(Fixed width): To export\import data from tally to excel or withing tally
    • XML (Data Interchange): To export\Import data within TALLY.

    Steps to Export and Import withing tally
    • Export and Import Masters
    • Export and Import Transactions.

    Steps to Export Masters

    Open Exporting company > Display > List of accounts > Press ALT+E\Click on Export > Language > Select All languages(This option is not available in tally7.2) Format XML Format > Specify Output File name > Type of masters > All Masters.




    masters has been exported successfully.

    Steps to Import Maters in case of tally7.2

    Open Importing company > Import masters > Specify file name given while exporting


    Steps to Import Maters in case of tally9

    Open Importing company > Import Data > Masters > Specify file name given while exporting > treatment of entries already exist > Modify with new data.


    Specify import file name and press enter masters will be imported.

    To Export Transactions

    Open Exporting company > Display> Day Book > Specify date range by pressing Alt+F2 > Press ALT+E\Click on Export > Language > Select All languages(This option is not available in tally7.2) Format> XML Format > Specify Output File name > Select vouchers to show > All Vouchers.




    After specifying the export file and all other required details press enter transaction will be exported successfully.

    Steps to Import Transactions in Tally7.2

    Open Importing company > Import Transactions > Specify file name given while exporting > Format > XML Format.

    Steps to Import Transactions in Tally9.

    Open Importing company > Import data > Vouchers > Specify file name given while exporting.


    Specify importing file name and press enter Transactions are


    Transactions are imported successfully.

    Exporting data from Tally to Excel.

    Let us consider we want to export Balance Sheet to excel.
    Go to Balance sheet > Press ALT+E\Click on Export > Language > Select All languages(This option is not available in tally7.2) Format > HTML Format > Specify Output File name.


    Open Excel > File > Open > Select the drive where tally is installed > Select tally Folder > Files of Type > Select All Files > Select File name given while exporting, Balance sheet will be opened as it is how it appears in Tally.

  2. #2
    Join Date
    Mar 2010
    Posts
    147

    Re: How to Export and Import DATA from Tally

    Those steps were really helpful. It become easier to import and export files from Tally where you can modify them in xml or excel file format and import them back. I was not aware that there is an way by which I can import the file back in excel. That is really awesome. And by using xml format it has become more and more functional. In this way we can also keep an hard copy of all our accounts stored in tally.

  3. #3
    Join Date
    Mar 2012
    Posts
    2

    Re: How to Export and Import DATA from Tally

    Can you give XML format in which Tally import data from a DBF file ?

  4. #4
    Join Date
    Jan 2006
    Posts
    605

    Re: How to Export and Import DATA from Tally

    Quote Originally Posted by ambrishbhatia View Post
    Can you give XML format in which Tally import data from a DBF file ?
    I think that you can use RTSlink DLL to read/write Tally data using XML tags. You can create/modify/delete Masters or Vouchers using XML tags programmatically from your Application software using the RTSlink DLL. Technical support provided via email to implement the required changes in your program which may take 15 to 45 days.

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