The User Guide provides the information and instructions needed to use this online tool & services. Guide topics include the use of different templates and the process of Excel to Tally XML file conversion. Please read the help guide before getting started.

✅ Import Excel To Tally Tips:

Use AUTO MENU – Automatically calculate Dr/Cr Ledger amount & simplify the process.
Template names: VCHR for Vouchers, LED for Ledgers, MITM for Items, BANK for Bank.
Do not change the file name of the downloaded Excel template.
Different template formats are available for different types of data.
Each column has a specific format – do not modify the layout.
Use Delete Rows/Columns to remove data.
If the format is broken, download a fresh template.
Use Copy and Paste Special → Values to retain field formatting.
Create all master records in Tally before importing vouchers.
In the Master Ledger Template – if Ledger Name contains &, replace it with &
Set system and Excel date format to DD-MM-YYYY.

Excel To Tally Templates Details:

VCHR_VoucherAllTally: Excel template for all types of Vouchers – works with Tally 7.2, ERP 9 & Prime.
LEDN_LedgerAllTally: Universal Ledger creation template compatible with all Tally versions.
LEDS_LedgerTally7: Exclusive template for creating Ledgers for Tally 7.2 and ERP 9 only.
MITM_ItemAllTally: Excel template for creating Stock Items – works with all Tally versions.
FVCH_CurrencyVoucherAllTally: Excel template for all types of Forex Multi Currency Vouchers – works with all Tally versions.
BANK_AllTally: Bank ledger Excel format for Bank Statements Transaction with all Tally Versions.
Auto_Menu: Press F1 to open Auto Menu for data validation, error removal, auto Dr/Cr ledger values, and more.
Macros Enabled Templates: All templates are macros-enabled (.xlsm) for automated data processing.
Data Validation Applied: Templates include strong validation rules to prevent Tally import errors.
Uniform Structure: Templates follow a fixed column order and naming system to ensure accurate XML conversion.

▶️ Video Demo:

📥 How to Import Data to Tally from Excel?

Download the required Master or Voucher Excel template.
Do not rename the downloaded template file.
Enter your data as per the template format.
Use the Template Button to auto-make DEBIT amounts negative.
Delete all empty rows – Press CTRL + END to check.
Upload the file and click on Generate XML.
XML file will be generated and downloaded automatically.
Use the downloaded XML file to import into Tally.

📂 How to Import XML File in Tally?

Open Tally and select the desired company.
Navigate to Import of Data section.
Choose Masters or Vouchers option.
Enter the full path of the XML file (e.g., c:\vch.xml).
Import will begin automatically.
Create all Master entries before importing Vouchers.
If errors occur, check the Tally.imp file for details.

💻 Prerequisite Software:

Windows 7 or higher.
Microsoft Excel 2007 or higher.
Compatible with Tally 7.2, 8.1, 9, ERP, ERP 9, Prime & above.
Recommended Browser: Google Chrome.

📘 Excel To Tally Training:

No special training needed.
Basic knowledge of Excel and Tally is sufficient.
Refer to the Help Guide before starting.
Watch demo videos and view screenshots.

❌ Tally Error Handling:

Error: Can’t Import – Check Tally.imp?

Open Tally and go to Gateway of Tally → F12 → General.
Set “Ignore errors during data import” to YES.

Error: No Accounting Allocation?

This error usually appears when inventory is enabled in Ledger settings.
Go to Alter → Ledger for the affected ledger.
Set “Inventory values are affected” to YES.

How to View & Fix Errors?

Tally.imp file contains full error log and reasons.
Find it in the folder where Tally is installed.
Right-click Tally icon → Properties → Open File Location.
Look for file type “IMP file” → Open with Notepad.
Understand and fix the error in Excel, re-upload and re-import.

How to Check Errors in Tally Prime via Exception Reports?

Go to Gateway of Tally → Display More Reports → Exception Reports.
Select exception types like Errors in Vouchers, Negative Stock, etc.
Click on the row to open the error details and fix directly in Tally.
This helps detect any unlisted or missed errors after XML import.

Help Guide