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Points to be noted before import

  • Check here for Points to prepare Excel file for import masters before upload excel file.
  • Excel file Sheet name should be as “StockItem” (case sensitive).
  • Any field of Stock Item masters can be imported, including UDF.
  • Ensure that the excel file filled with required data correctly.

Steps by step action to import

  1. Open Tally Master App and go to Stock Item menu under Masters menu
  2. Load Excel, excel file shall be loaded for import.
  3. Use Verify Master, to check the availability of dependence of stock items in tally.
  4. Once verify master is done, then click Upload to Tally, for direct upload to tally.
  5. After upload is completed, summary of import shall be popped up for confirmation.
  6. Also at the end of the data grid, upload status flag will be reflected for detailed confirmation.

Opening Balances

  • Opening Balance alone can be imported using this software
  • Below is the sample template for import
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