How to Migrate Tally ERP 9 Data into Tally Prime (Step-by-Step Guide)

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Introduction

Migrating from Tally ERP 9 to Tally Prime is a straightforward process, but it must be done carefully to avoid data corruption or version conflicts. Tally has built an internal Migration Tool that safely converts ERP9 data into the new Tally Prime format.

Whether you are upgrading for better speed, GST compliance, advanced reports, or future features like Tally Prime 7.0, migration is the first step.

This guide explains everything you need, including steps, precautions, and troubleshooting.

Before You Start: Important Checklist

Before migrating your data, make sure:

✔ You have the latest Tally ERP 9 Release (most stable build)

Ideally Release 6.6.3 / latest.

✔ You have installed the latest Tally Prime version

Migration is smooth only with updated builds.

✔ You take a backup of your Tally ERP 9 data

This is the MOST important step.
Go to ERP9:
Company Info → Backup → Choose folder

✔ No data corruption is present

Use ERP9 → Ctrl + Alt + R (rewrite data) if needed.

✔ Close Tally ERP 9 before starting migration

Do not keep both software open at the same time.

 Step-by-Step: How to Migrate ERP 9 Data into Tally Prime

Step 1: Locate Your ERP 9 Data Folder

Usually located at:

• C:\Tally.ERP9\Data
• Or a custom folder you selected earlier

You should see folders like:

10001

10002

10003

These are your company data sets.

Step 2: Open Tally Prime Migration Tool

When you install Tally Prime, the migration tool is also installed.

Search in Windows:

�� TallyPrime Data Migration Tool

or open file:

tpmigrate.exe

This tool has two options:

• Migrate Data
• Migrate TCP/TDL

Choose Migrate Data.

Step 3: Select Tally ERP 9 Data Path

In the migration tool:

1. Click Select Source Folder
2. Choose your ERP9 Data folder
3. It will show all companies inside it
4. Select the company you want to migrate

Step 4: Start Migration

Click Migrate.

The tool will now:

• Read ERP9 data
• Convert internal file structure
• Validate masters, ledgers, vouchers
• Create Tally Prime-compatible format

You will see messages like:

• "Processing vouchers…"
• "Updating masters…"
• "Migration complete"

After migration, a new data folder is created in the same directory with the updated format.

Example:

10001 → ERP9 data

10001 (Prime) → Migrated Prime data

Step 5: Open Tally Prime and Load the Migrated Company

Now open Tally Prime → Select Company
Choose the migrated folder.

Tally Prime may ask:

• Rewrite data
• Update GST configurations
• Enable security settings

Proceed normally.

Your data is now fully converted and ready in Tally Prime.

Post-Migration Checklist (VERY IMPORTANT)

After opening data in Tally Prime, check:

✔ Balance Sheet

Should match ERP9 values.

✔ Trial Balance

All ledgers must be accurate.

✔ GST Returns

Check if any vouchers need classification.

✔ Stock Summary

Verify quantities and values.

✔ Bank Reconciliation

Ensure no mismatches appear.

If any issue appears, restore ERP9 backup and migrate again.

Common Migration Problems & Solutions

1. “Data Corrupted” Error During Migration

Solution:

• Open ERP9 → Company → Rewrite Data (Ctrl + Alt + R)
• Then migrate again

2. Company Not Showing After Migration

Reason: You selected the wrong folder.

Solution:

• Ensure you select the migrated folder, not the ERP9 folder.

3. GST Reports Not Matching

Possible causes:

• Incorrect tax ledgers
• Missing HSN/SAC
• Old vouchers not classified

Solution:

• Tally Prime will highlight issues in GST → Exceptions
  Fix them and reports will align.

4. Large Data Taking Too Long

This is normal for:

• Multi-year companies
• Heavy voucher volume

Keep the system plugged in and do not close the migration tool.

Best Practices for Smooth Migration

✔ Always migrate during non-working hours
✔ Keep at least 2 backups
✔ Do NOT open ERP9 while migrating
✔ Update antivirus to avoid interruptions
✔ Use SSD instead of HDD for faster conversion
✔ After migration, set auto-backup in Tally Prime

 FAQs – Migrating ERP 9 Data to Tally Prime

1. Is migration from ERP9 to Tally Prime free?

Yes. Migration is completely free for all existing Tally users.

2. Will my old ERP9 data work in Tally Prime without errors?

Yes, if your data is healthy and properly rewritten before migration.

3. Can I use ERP9 and Tally Prime side-by-side?

Yes, but not on the same migrated data.
ERP9 and Prime use different formats.

4. Will my GST settings and ledgers remain intact?

Yes. All masters, GST classifications, ledgers, stock items, and vouchers migrate successfully.

5. Is it safe to migrate data during office hours?

Not recommended.
Migration should be done during after-hours to avoid unexpected disruptions.

6. Can I revert back to Tally ERP 9 after migration?

No. The migration cannot be reversed.
But you can open your ERP9 backup anytime.

Conclusion

Migrating ERP9 data to Tally Prime is a safe, simple, and reliable process when done properly. With better speed, clarity, interface, and GST tools, Tally Prime provides a much smoother working experience.

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