1) Watch Demo Video
2) Follow Step By Step Process
1. Login in to your Excel2Tally.in account
2. Select Template “Item Master”
3. Click “Process Data”
4. Add Company or Select Company in which you want to import data in Tally. (Company to be added manually)
5. Download Sample file format
6. Once you are ready with your excel data then Choose file and Upload Excel
STEP 1
7. Now Click Process Excel
STEP 2
8. Now Click Download XML
STEP 3
9. Now import the converted XML to Tally, using option import data > Masters > Modify with New data
10. In case data is not successfully imported in Tally then check Tally.imp file for data import log report or check message in calculator panel
Note: Stock Group & Stock Category will not be created automatically, you need to first create stock groups & category manually then import item master.
3) Column Wise Explanation
The column names given in RED are compulsory and are required to be filled where as the column names given in BLACK are optional
| Column Name | Explanation | Excel template Explanation |
| Item Name | Item Name is basically the name of the product you are selling | Methanol – A332, Thermostat- 54325, Cotton fabric – L1121 etc… |
| UOM | UOM stands for UNIT OF MEASURE. A unit of measure is assigned to all inventory items and must be defined before a product can be entered. Each product will have a stocking unit of measure a purchasing unit of measure. | Pcs, Nos, Kgs, Ltrs, Box, etc |
| Item Code / Alias 1 | This will be the code number or the short name of the particular product | A1 |
| Item Code / Alias 2 | This will be the code number or the short name of the particular product | B1 |
| Item Code / Alias 3 | This will be the code number or the short name of the particular product | C1 |
| Item Code / Alias 4 | This will be the code number or the short name of the particular product | D1 |
| Item Code / Alias 5 | This will be the code number or the short name of the particular product | E1 |
| Item Code / Alias 6 | This will be the code number or the short name of the particular product | F1 |
| Part No | This will be the part number of particular product | |
| Item Description | Item description is basically detailed information about the specific item like nature,size,colour and so on | Best Quality, Size – 12, Color – Blue |
| Standard Cost | Standard Cost can also be called as User Specified Rate. Once when Std Cost is specified, this rate is applicable for the current date irrespective of the price/cost of purchase/input. | 125 |
| Standard Selling Price | A predetermined selling price set for each product sold for a specified period. | 200 |
| Applicable From (SC / SP) | This will be the applicable date of Standard Cost and/or Standard Selling price of the particular product | |
| HSN Code | HSN refers to Harmonized System of Nomenclature code and is used for classifying the goods under GST It is an internationally accepted product coding system created under General Agreement on Tariffs and Trade (GATT). | 85556 |
| Tax ability | This will be the status of the product whether it is Taxable, Exempt, NIL Rated, etc as per GST requirements | |
| GST Rate | This will be your Goods and Service Tax rate | GST @ 5%, GST @ 10%,GST @ 20% |
| Applicable From | This will be the date from which Tax is applicable for the particular product | |
| Group Name | This will be the name of the group for particular product | CASIO MJ-120D is grouped under Calculators |
| Category Name | This will be the name of the category for particular product | CASIO MJ-120D is grouped under Casio |
| Opening QTY | Qty is defined as an abbreviation for “quantity” and means the number or amount of something that quantifies that you wanted to Sell or Purchase Open quantity is nothing but the quantity which we have when the DAY starts. | 5 Nos, 5 KGS, 5 Ltrs, 5 Pcs |
| Rate | A fixed price paid or charged for Goods or Services Per Unit | Rs 12500/- |
| Amount | This is the GROSS AMOUNT of the product before taxes, other charges & discounts | RS 24000/- |
4) Important Note
– Option “Ignore errors during data import” should be YES. Find this option on Gateway of Tally > Press F12 > General