1. Prepare Excel

• Prepare the excel file as per the prescribed Excel Formats for Masters.
  (Download sample excel from the link available at bottom of the page)
• Ensure that excel files are properly filled with all the Mandatory columns for Masters.
• Ensure that the excel sheet name should as “Group“
• Save the excel file as per the prescribed Excel file types, such as sheet name and file type.

 2. Load Excel and Verify Masters

• Connect ‘Tally Master – Excel to Tally’ with Tally ODBC
• Go to the “Masters” menu, click the “Group” form.
• Click the “Load Excel” button (at the bottom screen) and select the prepared excel file.
• Next, follow Verify and Analyse methods with loaded excel before import, for track existing master and more.

3. Upload to Tally

• Now Upload all or selected vouchers to tally.
  (Use check box on the left side in the data grid)
• Now click the “Upload to Tally” button to upload entries in to Tally directly.

4. Verify Import Status

• Check the Import Process, Log and Report for details of records imported.
• After upload is completed, users shall check the Tally and verity the same.