Tally Automation

Import Data from Excel to Tally In 3 Easy Steps

August 26, 2022

Tally Automation

Import Data from Excel to Tally In 3 Easy Steps

August 26, 2022
Ankit Virani

Ankit Virani

Co-Founder Suvit

Pushing data to Tally can be tedious because of the hours of manual entries made from Excel. As an accountant, this process eats into your time. 

On top of that, Tally is not the most user-friendly software that can facilitate seamless data import. 

Automated accounting solves this problem for all tax experts. With the right automation tool for excel to tally data import, 100% error-free entries and process optimization are possible. 

The process can be completed in  3 steps, taking only a few clicks and saving up to 80% of the time you would normally take to transfer data from excel to tally. 

Before you begin:

Download Suvit and begin your 7-Day Free Trial, 

Make sure that Suvit is connected to Tally and the Internet. 

Sign in to suvit

Step 1:

Upload your excel sheets according to the modules available of Banking, Sales or Purchase

Upload

Step 2:

Fill out the necessary information and click on Save Mapping.

Map

Final Step:

Click on Send Transactions to Tally for successful data transfer from excel to tally.

Send

You will be notified once your entries are pushed into Tally. 

Process

Apart from enabling a quick and easy data transfer from excel to tally, Suvit offers tons of other benefits 

  • You can directly upload PDFs, scanned PDFs, and excel sheets to Suvit.
  • Clients can upload documents directly instead of sharing it to you on other platforms.
  • Centralized platform where you can manage all your data and collect data insights. 
  • Access data remotely and share controlled access to your team members.
  • Machine learning and AI will continually optimize so you don't have to repeatedly enter the same data over and over again in Suvit.

Thanks for making it to the footer, we have something for all Tax Experts and Chartered Accountants in India.

Suvit is extending 24/7* support to all the accountants to help them with tax filings. 

Call us on ↴

📞 +91 9558261955

📞 +91 6358937957

📞 +91 6358937940

📞 +91 6358937960

You can also email us at support@suvit.io.

Try Excel to Tally with Suvit, Now

FAQs

1. How can data be imported in tally?

With our accounting automation software, you can directly upload files in different format such as PDFs, Excel Files, Scanned PDFs. and the data will be automatically imported in tally with the help of Suvit.

2. How can data be imported from excel to tally?

Data can be imported into tally in XML format. The third party accounting automation software will convert your XSL file into XML. 

Want to know how to automate baking as well and have more questions? Here's our FAQ.

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