Excel Formats for Masters

Excel File Type

• Read the Excel file types to be used for import.

Excel Sheet Name

1. Sheet name should be as the Name of the Master Type and without space in the name.
   • Example, for Ledger Master, sheet name should be as “Ledger”,
   • For Stock Item Master, sheet name should be as “StockItem” and
   • Sheet name is Case Sensitive, so use first letter in CAPS for each word

Mandatory Details

1. Excel Data, Column header should be in defined format.
   • Primary column “Name” should exist for all masters, thru which the name of such master is being linked to Tally.
   • Rest of the Column can be added as required, but it should be equal to the Storage Field used in Tally.
   • No space in the Column Header
     • example, header name “Pin Code” is wrong, “PinCode” is correct.
   • No blank row should be in excel sheet for continues reading of data.
   • No blank column should be in headers
   • Column header is not case sensitive.