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How do I Import Item Master from Excel to Tally

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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

 

7. Now Click Process Excel

 

8. Now Click Download XML

 

 

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.

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/-

Important Note

– Option “Ignore errors during data import” should be YES. Find this option on Gateway of Tally > Press F12 > General

In case of any query, kindly write us on support@excel2Tally.in 

For more details visit www.excel2tally.in

Updated on September 27, 2018

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