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Export and Import Data in Tally Prime

The document provides a brief guide on exporting and importing data in Tally Prime, explaining the processes and steps involved. Exporting allows users to save data in a usable format like XML, while importing brings external data into Tally Prime. It also highlights benefits such as time-saving and improved data management efficiency.

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kshubham89188
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42 views

Export and Import Data in Tally Prime

The document provides a brief guide on exporting and importing data in Tally Prime, explaining the processes and steps involved. Exporting allows users to save data in a usable format like XML, while importing brings external data into Tally Prime. It also highlights benefits such as time-saving and improved data management efficiency.

Uploaded by

kshubham89188
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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Export and Import


Data in Tally Prime
A Brief Guide
 What is Export ?

 Exporting data refers to the process of taking data
from one system or software and saving it in a format
that can be used elsewhere. In Tally Prime, for example,
you can export your accounting records, inventory
details, or other data into an XML file. This file can then
be shared or used in another system, ensuring the
information remains intact and structured.
 What is Import ?


 Importing data is the reverse process. It involves
taking data from an external source (like an XML file)
and bringing it into your system or software. In Tally
Prime, you can import data that has been exported
from another Tally Prime instance or different
accounting software, allowing you to integrate that
information seamlessly into your current setup.
How to export data?

 To export data follow these steps.
Step:- 1 Create a company with name XYZ and financial
date.
Step:- 2 Create a Ledger and pass the some entries.
Step:- 3 To export data Navigate to Gateway of tally
Step:- 4 click on E: Export
Step:- 5Masters
Step:- 6 configure.
Step:- 7 Send.
Step:- 3 To export data Navigate to Gateway
of tally


Step:- 4 click on E: Export

Step:- 5 click on Masters



Step:- 6 configure.


• List of Configuration


• Select file format


• Select file path


Step:- 7 Send.


How to Import data?

 To import data follow these steps.
Step:- 1 Create a company with name ABC and financial
date.
Step:- 2 To export data Navigate to Gateway of tally
Step:- 3 click on O: Import
Step:- 4 Masters
Step:- 5 Select file format and file to import
Step:- 6 Send.
Step:- 2 To export data Navigate to Gateway
of tally


Step:- 3 click on O: Import

Step:- 4 click on Masters


Step:- 2 Select file format and file to import


• Behaviour.


• Combined Opening
Balance


 By enabling this option, your opening balances
are combined. Meaning, if two or more ledgers
contain the same data, the system will
combine them and show a single balance.
• Ignore Duplicate

 By enabling this option, the system ignores
duplicate entries. Meaning, if any duplicate
entry is found in the imported data, the
system will not import that entry.
• Modify with New Data

 This option means that if changes are to be
made to the existing record, the new data gets
modified accordingly. Meaning will overwrite
the imported data if a transaction or record
already exists.
Benefits

 Time-Saving
 Collaboration
 Export and import features in Tally make your
data management efficient, accurate and
reliable. These features help you in data
sharing, reporting, compliance, and
integration.
Thank

you

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