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Import from Tally and Tally Sync

Bring your Tally groups, ledgers, parties and stock items into Arthlekha from a Tally XML file, or link Arthlekha to Tally on the Tally computer.

There are two Tally screens. Import from Tally reads a Tally master XML file and creates your groups, customers, suppliers, ledgers and stock items here. Tally Sync (live) gives you a small program to run on the Tally computer, so masters and invoices move between Tally and Arthlekha.

Before you start

Only the business owner sees these screens.
Create your financial years in Arthlekha first. See Financial years.
Know the start date of the Tally year you are bringing across (for example 01-04-2025 for FY 2025-26). Opening balances are posted on this date.

Export the masters from Tally

In Tally Prime, go to Gateway > Display More Reports > List of Accounts.
Press Alt+E to export.
Choose format XML and type All Masters.
Save the file on your computer.

Import the masters

Open Import & Export > Import from Tally.
In Opening balance date, enter the first day of your Tally financial year.
Click Upload Tally XML and pick the exported file.
Read the message at the top. It shows how many masters were found, how many are new and how many are already in your books.
Open each tab: Account Groups, Customers, Suppliers, Other Ledgers and Stock Items. Each row has a status: NEW, DUPLICATE or ERROR.
Tick or untick rows. New rows are ticked already. A duplicate customer, supplier or ledger that has an opening balance is also ticked: its opening balance is posted on the existing ledger, and no second copy is made.
Check the date shown under the button ("Openings will land on").
Click Import N selected.
Read the Import Result box. Rows marked RECONCILED had their opening balance posted or updated. Any row that failed is listed with the reason.

Stock items are created with their opening quantity and value, and the opening stock is posted to stock. A stock item that already exists is never changed. After the import, open Products and check the GST rate of each item: if Tally did not send a rate, the item is created with GST applicable but a rate of 0.

Re-import with the group tree

Use this only if an earlier Tally import put all your groups at the top level.

On Import from Tally, find Re-import Tally master with hierarchy preserved and click Show.
Read the warning. This deletes all your own account groups, ledgers, opening balances, and the accounting vouchers tied to those ledgers. It keeps the built-in groups, products, customers, suppliers, sales and purchase invoices, delivery challans and stock movements.
Click 1. Download COA backup (JSON) and keep the file safe. The next step stays locked until you do this.
Type WIPE-COA-AND-VOUCHERS in the box.
Click 2. Wipe and prepare for re-import.
Upload your Tally XML again, as in "Import the masters" above.

Set up Tally Sync (live)

Open Import & Export > Tally Sync (live).
In Tally, go to F1: Help > Settings > Connectivity > Client/Server configuration. Set "TallyPrime acts as" to Both and Port to 9000. You do this once.
On the Tally computer, open Arthlekha and click 1. Import from Tally and 2. Connector script. Save both files in the same folder.
Open Tally on that computer.
Double-click the Import from Tally file you saved. It asks you to sign in once.
It reads your ledgers, groups and stock items, then the sales and purchase invoices that use them. It shows what would come in and asks before anything is saved.
Back on Tally Sync (live), the Sync status box shows how many records are linked and when the last sync ran.

Running a sync twice over the same period is safe. Records already brought in are reported as unchanged, not imported again. Every invoice is checked against Tally to the paisa; one that does not agree is reported instead of posted.

Send Arthlekha invoices to Tally

Look at Send invoices to Tally on the Tally Sync (live) screen. The chip shows how many invoices for this financial year are waiting.
On the Tally computer, run the connector with -Export -Apply to send them.

Upload an export by hand

Under Or upload an export by hand, click Choose Tally XML.
Read the counts of new, unchanged and changed records.
Click Link these to Tally.

Link these to Tally only records the Tally IDs so the same records are never brought in twice. It does not create ledgers, invoices or purchases. To bring masters in, use Import from Tally.

Common problems

Empty file. — the XML has nothing in it. Export again from Tally.
File too large (50 MB max). — export fewer masters at a time.
Rows show DUPLICATE and cannot be ticked — the master already exists and has no opening balance to post. Nothing more is needed.
Opening balances on the wrong date — the Opening balance date was wrong. Fix the balances on Opening balances.
"N record(s) carry no Tally ID" — those records cannot be checked for duplicates, so they are not linked.
Confirmation phrase must match exactly — type WIPE-COA-AND-VOUCHERS in capitals, with the hyphens.

More in Data & Tools

Users and permissionsGive your staff their own login, reset a forgotten password, switch a user off, and choose exactly which screens each staff member may use.Import data from Vyapar, myBillBook or ExcelBring customers, suppliers, items with opening stock, ledgers, invoices, expenses and bank entries into Arthlekha from an Excel or CSV file.Back up and restore your dataDownload a backup file of your customers, suppliers, items and invoices, save a copy to the cloud, and understand what a restore does.Check the audit logSee who added, changed or deleted records in your books, and when, from the audit log.Delete transactions in bulkRemove many invoices, notes, challans, vouchers, stock journals or opening balances at once, for example after a wrong import.