How to Import Stock Items from Excel to Tally Prime
How to Import Stock Items from Excel to Tally Prime
Manually creating hundreds of stock items with custom HSN codes, tax slabs, and units of measure is highly inefficient. Here is the bulk upload guide.
Who is this for: Tally Setup Docs
For trading, manufacturing, and distribution businesses in India, maintaining an accurate inventory ledger is essential for generating GST-compliant tax invoices. When migrating from legacy ERPs or setting up a new retail company, bulk-uploading your item masters from an Excel sheet saves hours of manual work.
Required Excel Columns for Stock Item Import
To successfully create inventory records, organize your product catalog into these exact columns in Excel:
| Column Name | Required? | Description | Example Value |
|---|---|---|---|
| Stock Item Name | Yes | Unique description of the product | Syska LED Bulb 12W |
| Stock Group | Optional | Category for inventory classification | Electrical Items |
| Unit of Measure (UOM) | Yes | Tally UQC code for product units | NOS |
| HSN Code | Yes | 8-digit Harmonized System Nomenclature code | 85395000 |
| GST Rate (%) | Yes | GST percentage rate | 18% |
| Opening Qty | Optional | Starting inventory on hand | 150 |
| Opening Rate | Optional | Cost per unit of opening stock | 120.00 |
Tally UQC (Unit Quantity Codes) Reference List
To prevent tax mismatch warnings on the GST portal, you must use Tally's standard Unit Quantity Codes (UQC) in your PDF files:
| Unit Name | Tally UQC Code | Unit Name | Tally UQC Code |
|---|---|---|---|
| Numbers / Pieces | NOS | Kilograms | KGS |
| Boxes | BOX | Litres | LTR |
| Meters | MTR | Bags | BAG |
Method 1: Native Import via Tally Prime
If using Tally Prime 4.0/5.0, you can map your catalog sheet natively:
- Go to Import > Manage > Mapping Templates.
- Choose Stock Items and select your Excel workbook.
- Map the columns (Item Name, UOM, HSN, Tax rate).
- Go to Import > Masters to load the records.
Method 2: Auto-Creating Inventory from Supplier Bills
Instead of manually preparing inventory spreadsheets, you can extract inventory items directly from purchase bills:
- AI Product Parsing: When you upload a purchase bill PDF or scanned image, the layout AI extracts all items, HSN codes, and tax rates.
- Smart Stock Matching: It automatically suggests matching existing Tally stock items or alerts you if a new item needs to be created.
- Instant Master Creation: Allows you to map alternate units of measure and create missing stock items directly from the TrulyInvoice dashboard.
- Pushes vouchers and new inventory items directly to Tally Prime over a secure Port 9000 connector.
Frequently Asked Questions
Q: Why does my stock item import fail with "Unit not found" error?
A: Before importing stock items, the corresponding Unit of Measure (e.g. NOS, BOX) must exist as a master in your Tally company database. Ensure the units are defined in TallyPrime before starting the master import.
Q: Can I import multiple GST tax slabs for a single item?
A: While Tally allows setting slab-wise GST rates (e.g. 5% if price is below ₹1,000, 12% if above), setting this up in Excel is complex. Ensure you configure slab rates directly in TallyPrime's inventory masters.
Q: What is the TrulyInvoice flat pricing?
A: TrulyInvoice charges a flat rate of plans starting at ₹399/month for unlimited statement and invoice synchronization, enabling automated data entry directly to Tally Prime.
Automate Your Tally Bookkeeping 🚀
TrulyInvoice makes Tally data entry effortless. Upload purchase bills, sales invoices, or bank statements and sync them to Tally instantly.
Founder & Chief Architect of TrulyInvoice