Many businesses use Excel spreadsheets to manage their books of accounts. While this setup may be enough for a small organisation, businesses find it necessary to adopt an accounting software when they begin scale their operations. Adopting a new software comes with its difficulties.
When you start to use the new software for your accounting operations, the first step you will need to perform is entering all of your spreadsheet data into the new system. For many software products in the market this is a manual task.
With TallyPrime you can easily migrate your excel data to the software. The latest version of TallyPrime 4.0 has a handy Excel Import function. As the name suggests, this feature will help you to migrate all the data from your Excel files to the software without any manual effort.
Steps to migrate data to TallyPrime from an Excel worksheet
Given below are the steps to migrate data from Excel spreadsheet to TallyPrime
- Click on Alt+O, and then choose the Configurations from the Import Screen.
- You will see the List of Configurations on the screen now. Click on the Show More option to view the entire list.
- In this list, there are two sections—General and Banking. Here are the options you will see under the Banking section:
Once you follow these steps, your data gets seamlessly migrated to TallyPrime so that you can continue your business operations effectively.
Advantages of migrating data to TallyPrime
- With only a few clicks, you can migrate all the data on your vouchers, customer orders and other external software to TallyPrime. This saves you a great deal of time and effort while eliminating manual errors.
- Thanks to the import functionality in TallyPrime, you can import any data in the new software at your convenience. Even if the original file has invalid data, missed data, or unorganised data, you can easily import to their respective fields on TallyPrime.
- Once you import the data in TallyPrime, you can save this template for later use for similar kinds of data. It also provides several samples, which you can use to import your data to get the correct data in the proper fields within minutes. You can even customise a template as per your preferences.
- When you import data to TallyPrime, you can also select the option of seeing detailed error logs. This helps you check for possible log errors, and correct them automatically. These logs will help you avoid similar errors in the next batch of imports.