Transfer Data from Excel to Tally

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Excel Add-In for Tally

The Tally Excel Add-In is a powerful tool that allows you to connect with live Tally data, directly from Microsoft Excel.

Use Excel to read, write, and update Tally SalesOrders, PurchaseOrders, Accounts, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!

This article explains how to transfer data from Excel to Tally using the Excel Add-In for Tally.

The CData Excel Add-In for Tally enables you to edit and save Tally data directly from Excel. This article explains how to transfer data from Excel to Tally. This technique is useful if you want to work on Tally data in Excel and update changes, or if you have a whole spreadsheet you want to import into Tally. In this example, you will use the Company table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new Tally connection by clicking From Tally on the ribbon.

Set the following connection properties to connect to Tally Instance:

  • Url: Set this to the URL for your Tally instance. For example: http://localhost:9000.

Retrieve Data from Tally

To insert data into Tally, you will first need to retrieve data from the Tally table you want to add to. This links the Excel spreadsheet to the Tally table selected: After you retrieve data, any changes you make to the data are highlighted in red.

  1. Click the From Tally button on the CData ribbon. The Data Selection wizard is displayed.
  2. In the Table or View menu, select the Company table.
  3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
  4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to Tally

After retrieving data, you can add data from an existing spreadsheet in Excel.

  1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, =MyCompanySheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to Tally, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the Company sheet.
  3. Highlight the rows you want to insert and click the Insert Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.