TallyPrime Import Export Integration : Efficient data movement and third-party tool integration are crucial for modern accounting. TallyPrime simplifies this through its powerful Import, Export, and Integration capabilities, helping businesses automate data exchange between systems and streamline their compliance processes. This guide walks you through all practical steps and tips related to importing, exporting, and integrating TallyPrime with other platforms.
✅ Basic Requirements to Use These Features
Before using Import/Export or integration functionalities:
- ✅ TallyPrime (Latest Version) installed
- ✅ Basic familiarity with Excel, XML & JSON formats
- ✅ Tally developer mode enabled (for some integrations)
- ✅ Valid licenses for third-party APIs if required
- ✅ Proper user role permissions enabled for data import/export
⚡ Quick Shortcuts
| Task | Shortcut |
|---|---|
| Export any report | Alt + E |
| Export to Excel, PDF, JSON | On Export screen → Select Format |
| Import Masters | Gateway of Tally → Import of Data |
| Export Company Data | Alt + O → Company Data Export |
| Enable Developer Mode | Press Ctrl + Alt + T → Configuration |
🧩 Supported File Formats
| Operation | Supported Formats |
|---|---|
| Import | XML (primary), Excel (via mapping tools) |
| Export | Excel, PDF, XML, JSON |
| API Integration | JSON, XML, ODBC |
📥 Importing Data into TallyPrime
Tally allows importing the following:
- 🔹 Masters (Ledgers, Items, Groups, Employees)
- 🔹 Vouchers (Sales, Purchase, Payments)
- 🔹 Payroll data
- 🔹 GST ledgers or entries
📝 Step-by-Step Import Process
| Step | Action |
|---|---|
| 1 | Convert source data into Tally-compliant XML format |
| 2 | Go to Gateway of Tally → Import of Data |
| 3 | Choose type: Masters or Vouchers |
| 4 | Specify file path of the XML |
| 5 | Set “Ignore Duplicates” if re-importing |
| 6 | Press Enter → Tally will validate and import the data |
📌 Tip: Use Excel to XML converters or Tally Import Utilities to ease the process.
📤 Exporting Reports and Data from TallyPrime
You can export almost any report or data set from Tally:
- 📃 Ledger Reports
- 📦 Stock Summary
- 🧾 Sales/Purchase Registers
- 💰 GST Reports (GSTR-1, GSTR-3B)
- 📑 Trial Balance, Balance Sheet, P&L
✅ Export Formats
| Format | Use Case |
|---|---|
| Excel | Financial reporting & audit sharing |
| Finalized reports, emailing | |
| JSON | GST filing portals (Govt. sites) |
| XML | Software-to-software exchange |
📤 Exporting Steps
| Step | Action |
|---|---|
| 1 | Open any report you wish to export |
| 2 | Press Alt + E |
| 3 | Select file format (Excel, PDF, etc.) |
| 4 | Set file destination and name |
| 5 | Press Enter to export the file |
🧮 Exporting for GST Returns (JSON Format)
TallyPrime provides a direct JSON export for GSTR-1, GSTR-3B, and GSTR-9 returns.
- Go to
Gateway of Tally→Display More Reports→GST - Choose the report (e.g., GSTR-1)
- Select
Export→ Format: JSON - Upload this on GST portal for return filing
🔗 More details on this can be found in our detailed guide on GST filing from Tally
🔗 Integration Possibilities with Tally
TallyPrime supports various integration approaches:
🔌 1. Tally ODBC (Open Database Connectivity)
- Pulls real-time data from Tally into Excel or BI tools like Power BI
- Use Data → Get External Data → From ODBC in Excel
🔌 2. XML API
- Used by developers to push data from ERPs or CRMs into Tally
- Requires proper XML structure matching Tally schema
🔌 3. JSON Integration
- For GST and e-Invoice JSON upload/download
- Tally prepares GST returns and invoices in proper JSON schema
🔄 Automation via Third-Party Tools
Several tools are available for:
- 💾 Auto-import of sales/purchase data from POS or eCommerce
- 🔄 Auto-export of daily trial balances to accountants
- 📈 Live sync of inventory and orders with ERP systems
Tools like Busy to Tally connectors, Zoho API, Magento plugins, etc., are widely used.
📑 Charts & Comparison Table
Comparison of Tally Import and Export Capabilities
| Feature | Import | Export |
|---|---|---|
| File Types | XML | Excel, PDF, JSON, XML |
| Supported Data | Masters, Vouchers | Reports, Ledgers, Returns |
| Default Format | XML | Excel |
| Automation Ready? | Yes (via XML) | Yes (via scheduler) |
| Integration Scope | APIs | BI tools, filing portals |
❓ FAQs on TallyPrime Import Export Integration :-
- What is the best format to import data into Tally?
XML is the primary supported format for import operations. - Can we export GSTR-1 from Tally directly?
Yes, in JSON format for direct upload on the GST portal. - Can we export reports to Excel in bulk?
No, each report must be exported individually unless you use third-party tools. - Is there a way to auto-import data daily?
Yes, through scheduled XML imports via TDL or connectors. - Can we sync Tally with an eCommerce platform?
Yes, using API integrations or custom plugins. - Is ODBC free with Tally?
Yes, ODBC support is available with standard Tally installations. - How can we view import errors?
Tally logs import failures and reasons directly in the console after import attempt. - What data can we integrate via API?
Vouchers, ledgers, GST data, stock, and payroll records. - Does Tally support real-time syncing?
Not out-of-the-box. Requires customization or Tally Server extensions. - How secure is data import/export in Tally?
Very secure if access control is properly configured and login rights are restricted.
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