How to Export and Import of Data in Tally ERP 9
– Export of Data in Tally ERP 9
Export of data is a feature provided for a better presentation of summaries and statements/
reports such trial balance, stock summary and so on. The important use of this feature is to
export data to a spreadsheet and reorganize it for statutory presentation. The formats available
for export are
ASCII (Comma Delimited): This is in plain text format, where data is separated by commas
and it does not have any special formatting or fonts. This is the most common e-mail format
as all mail programs recognize it. ASCII data can be easily worked upon by other programs.
HTML (Web- publishing): HTML (Hyper Text Mark-up Language) is the language used for
publishing hypertext on the world wide web. Reports retain their formatting and fonts
and can be read by any HTML-enabled mail program and even by the internet explorer.
XML (Data Interchange): Extensible Markup language is an extension of HTML though the
data is capable of being imported into other XML-aware systems. This language is fast emerging
as the de-facto standard for information exchange all over the world. With it ,Tally provides you
the means to collaborate with others and share information with those who do not have Tally.
An XML output will have an XML envelope. It is formatted with XML tags to enable import into
Purpose of Exporting Data
To export data for re-import into tally, the masters have to be first exported and then the
Export Masters in Tally
Go to Gateway of Tally > Display > List of Accounts > Click Export.
The fields and their descriptions with actions to be taken are given in the following table.
|Language: In this field, select the required file
|Select Restricted (ASCII only)|
|Format: In this field, select the required file format.||Select XML (data interchange)
|Output File Name: In this field, define the file name with file extension and path.||Retain the system defined default Master.xml|
|Type of Masters: In this field, select any from the list of the type of masters displayed.||Select Ledgers|
Accept the settings to export data.
A sample of export settings displays as shown.
Note : Experiment by defining a different path in the “Output File Name” field beside.es the default one.
Import of Data
Import Masters in Tally
The following steps are involved in this process.
Go to Gateway of Tally.
Shut Syscon Computers Ltd. and load Syscon Telecom Services.
Select Import of Data from Gateway of Tally.
Select Masters from Import of Data screen
The action to be taken for fields and their descriptions are given in the following table.
|Import File Name (XML): In this field, type the name and path f the file that needs to be imported.||Type Master.xml
|Treatment of entries already existing :In this field, select one of the behaviours from the list displayed.||Select Modify with New Data|
Accept the settings to import data.
View the list of accounts to verify the data imported.
A sample of import settings displays as shown.
Note: Experiment with the other options available and observe the differences. Transactions too can be imported by selecting the Import transactions option.