How to Import Excel Data to Tally Prime: All Voucher Types
How to Import Excel Data to Tally Prime: All Voucher Types
Whether you are importing sales registers, purchase books, journals, or receipts, bulk importing from Excel saves days of work. Here is the complete configuration guide.
Who is this for: Tally Setup Docs
Tally Prime includes robust Excel-based data import capabilities. You can import accounting masters, inventory items, and transaction registers directly. To successfully load these records, you must structure the spreadsheets to match Tally's schema definitions.
Voucher Types Supported for Excel Import
| Voucher Type | Common Use Case | Key Columns Needed |
|---|---|---|
| Sales (F9) | Importing e-commerce / POS invoices | Invoice No, Date, Customer, Item, GST Slabs, CGST/SGST/IGST |
| Purchase (F8) | Bulk loading supplier bills for ITC | Supplier Invoice No, Date, Vendor Name, Item, Taxable Value |
| Payment (F5) / Receipt (F6) | Importing bank statement transactions | Voucher Date, Party Ledger, Bank/Cash Ledger, Amount, Narration |
| Journal (F7) | End-of-month adjustment entries | Date, Dr Ledger, Cr Ledger, Debit Amount, Credit Amount |
Step-by-Step Excel Import Process in Tally Prime
To import standard PDF files natively:
- Ensure Tally Prime 4.0 or above is running and the correct company file is open.
- Go to Import > Manage > Mapping Templates. Select Create.
- Choose the Voucher Type (e.g. Sales) and locate your Excel workbook.
- Map each Tally data field (e.g. Date, Voucher No, Ledger Name, Amount) to the corresponding column header in your Excel file. Save the template.
- Go to Import > Transactions. Select the template you created and choose the Excel file. Press Enter to load the vouchers.
Skip Excel Formatting with TrulyInvoice
Instead of manually preparing PDF templates or creating column maps inside TallyPrime, you can automate your workflow by processing invoices directly:
- Direct PDF & Scanned Image Input: Upload your purchase bill PDFs or scanned receipts directly. TrulyInvoice reads the text and extracts line items using layout AI.
- Automatic Ledger Mapping: The system maps party names and inventory items to your existing Tally ledgers automatically.
- Pre-Import Verification: Double-checks tax calculations and flags duplicate bills on a visual dashboard before sync.
- Pushes vouchers directly over localhost port 9000 at flat plans starting at ₹399/month.
Frequently Asked Questions
Q: Does Tally support CSV file imports?
A: Yes, Tally Prime supports both Excel (`.xlsx`, `.xls`) and CSV (`.csv`) formats. You can configure mapping templates for both file types under the Import menu.
Q: Why does my import fail with "Voucher out of balance" error?
A: This error means the total debit amount does not match the total credit amount in a double-entry voucher. Check that the amount column values match perfectly in your spreadsheet before importing.
Q: What is TrulyInvoice's 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