How to Import Data from Marg to Tally Prime Without Errors (2025 Full Step-by-Step Guide)

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Many businesses use Marg ERP for billing, inventory, and GST, while using Tally Prime for complete accounting, financial reporting, and audit purposes. Because both software serve different roles, companies often need to transfer data from Marg to Tally Prime for final accounting.

This simple, non-copyrighted 6-minute guide explains:

What type of data can be imported
Required formats
Step-by-step import method
Common errors and solutions
Best practices for smooth migration

This guide is written in clean, simple language without symbols so you can directly use it on your website.

Why Import Data from Marg to Tally Prime

Businesses import data from Marg to Tally Prime for the following reasons:

To maintain final books of accounts in Tally
To prepare GST returns from Tally
To manage inventory and financial reports in one place
To avoid duplicate data entry
To reduce errors in manual posting

Marg is excellent for billing and stock control, while Tally is the preferred platform for accounting, GST, compliance, and statutory reporting. Importing ensures both software work together smoothly.

What Data Can Be Imported from Marg to Tally Prime

You can import the following information:

Sales invoices
Purchase bills
Credit notes
Debit notes
Stock items
Ledger masters
Customer and supplier accounts
Opening balances
GST details

Tally Prime accepts data in XML or Excel format depending on the version and feature you choose.

Important Requirement Before Importing

Before importing to Tally Prime, ensure:

You are using Tally Prime with TSS active
You have proper backup of your Tally Data folder
Your Marg software is updated
Your GST and ledger master names match as much as possible
Your unit of measurement and stock item names are consistent

If names mismatch, importing will lead to duplicate or incorrect posting.

How to Export Data from Marg ERP

Follow these steps to export data from Marg:

Open Marg ERP
Go to the Reports or Transactions menu
Choose the option to Export
Select Sales, Purchase, Ledger or Stock based on requirement
Choose XML or Excel format (XML is best for Tally import)
Save the file in a location you can access easily

If XML export is not available in your Marg version, export to Excel and convert it into Tally XML with third-party tools or manual formatting.

How to Import Marg Data into Tally Prime

Once your file is ready, follow these steps in Tally Prime.

Step 1

Open Tally Prime and select your Company.

Step 2

Go to the top right corner and choose Import.

Step 3

Select Masters or Transactions depending on what you want to import.

Masters include Stock Items, Ledgers, Units, Groups
Transactions include Sales, Purchases, Credit or Debit Notes

Step 4

Browse and select the XML file exported from Marg.

Step 5

Press Enter to continue. Tally will read the XML and show summary.

Step 6

Accept the import and wait for the confirmation message.

Tally will process the XML and create the vouchers or masters in your company data.

What to Do If You Have Excel File Instead of XML

Tally does not directly import Excel data into vouchers. You have three options:

Option 1
Convert Excel to XML using online converters or software.

Option 2
Use ODBC import methods available in Tally Prime through developer tools.

Option 3
Use third-party utilities that map Excel into Tally XML.

If you need clean, error-free import for high data volume, XML export from Marg is the safest.

Common Import Errors and How to Fix Them

Error

Ledger not found
Solution
Ensure the ledger name in Marg exactly matches Tally ledger name or create the ledger before import.

Error

Stock Item not found
Solution
Match stock names and units of measurement in both software.

Error

Incorrect GST calculation
Solution
Verify HSN, SAC and GST rate setup in both Marg and Tally.

Error

File not in correct XML format
Solution
Open XML in a text editor and ensure structure is correct or regenerate file from Marg.

Error

Duplicate entries imported
Solution
Use Tally’s delete vouchers or check import date ranges.

Best Practices for Smooth Data Import

Maintain consistent naming for all masters
Keep your GST configuration updated
Import masters first, then transactions
Import small files to test before large batch import
Always keep backup of Tally before importing
Avoid importing old or unnecessary data
Clean Marg records before export to avoid errors in Tally

Benefits of Importing Marg Data into Tally Prime

Saves time and avoids duplicate entries
Reduces manual errors
Improves GST accuracy
Ensures all financial reporting is done in one place
Helps in smooth audit and compliance
Makes accounting faster and more reliable
Improves business decision-making with better reports

Conclusion

Importing data from Marg to Tally Prime is straightforward when done with the correct format and clean masters. By exporting XML from Marg, matching names correctly, and using Tally’s import tools, you can transfer sales, purchases, stock data, and ledgers easily into Tally without errors.

This process ensures that Marg handles billing and inventory, while Tally Prime manages accounting, GST, and compliance smoothly. With regular import and proper maintenance, businesses can achieve a highly accurate and efficient accounting workflow.

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