Binarysoft is Authorised Tally Sales & Implementation Partner in India
+91 742 877 9101 or E-mail: tally@binarysoft.com
Office Hours 10:00 am – 6: 00 pm , Mon-Fri
Published on: 07-03-2025
Detailed Steps to Import Excel into Tally Prime
1. Prepare Your Excel File
Example Structure for Ledger in Excel:
Ledger Name |
Group Name |
Opening Balance |
Sales |
Income |
5000 |
Purchases |
Direct Expense |
3000 |
Example Structure for Voucher in Excel:
Date |
Voucher Type |
Account |
Amount |
01/01/2025 |
Sales |
Sales |
1000 |
01/01/2025 |
Sales |
Cash |
1000 |
2. Convert Excel to CSV Format
Tally Prime supports only CSV files for importing data, so the first step is to convert your Excel sheet to CSV.
How to Convert Excel to CSV:
3. Start Tally Prime
4. Navigate to the Import Data Section
5. Choose the Type of Data to Import
You will need to decide what type of data you’re importing:
For example:
6. Select the File to Import
7. Map the Fields (Optional)
Tip: Double-check that all required columns (like Account Name, Amount, and Date) are mapped correctly. This will ensure no data is missed during import.
8. Check for Errors
9. Import the Data
10. Review the Imported Data
Additional Tips:
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Renew your license now and upgrade from Tally ERP 9 to Tally Prime for Free!₹ 45000 + 18% GST (₹ 8100)
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