Shweta Softwares

To get the time and cost estimates for importing data from your custom format into Tally, you must provide the following :

1) Source data : (Excel sheet with some real data)
2) Destination data : (Tally data having the same entries as given in Excel)

SOURCE data : Guidelines for creating the Excel sheet 

• The Excel sheet must have few records (say 2 to 5).
• Highlight the required columns in YELLOW which are to be imported into Tally.
  
• For each required column, specify remarks in the Excel sheet itself :
  
• Is the column-value mandatory or not ?
• the data-type viz text, date or number;
• the Tally field / column-name
• Specify other conditional requirements (if any)
• Specify the Excel version that you are using.

To provide more clarity, two pictorial examples are given underneath; one with incomplete details and other with complete details.

Example 1:
Here's an example of XLS format with INCOMPLETE details.

Remarks:
>> Can you make out whether it is Sales or Purchase data ?
>> There are two columns for No, Date. Which one is to be imported into Tally ? 

Example 2:
Here's an example of XLS format with COMPLETE details :

DESTINATION data : Guidelines for creating Tally data

• Create a new Company in Tally.
  
• Enable the features in Tally Company as required (viz VAT, Cost Centre etc).
• Manually enter the data into Tally based on your Excel sheet .
  
• Ensure that the figures in Tally match the XLS data, so that we can identify and relate the XLS and Tally data.
• Provide the Tally user-name and pwd (if any)
• Mention the Tally version that you are using.