OthTech Solutions
Switching · 5 min read

Moving from Tally or Excel to OthTech

Bring your parties, products, opening stock and balances across in one sitting. You see a preview of every section before anything is saved.

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Reviewing a spreadsheet of parties and products on a laptop
Moving across

Your Tally file in, a clean preview out

Upload the masters export and see every section before it is saved. Fix the file and try again as often as you need.

invoice.othtech.com/settings/migration

Import from Tally

Masters.xml · 2.4 MB · preview only

Reading…
Masters.xml exported from Tally Prime
  • Customers (Sundry Debtors)…
  • Suppliers (Sundry Creditors)…
  • Products with HSN and GST rate…
  • Opening stock…
  • Opening balances…
Fix and re-uploadImport 3,414 rows

Masters.xml

Exported from TallyPrime · 2.4 MB

Ledgers
514
Stock items
1,284
Format
XML

Uploaded for preview

Import summary

Preview · nothing saved yet

  • 418 customers
  • 96 suppliers
  • 1,284 products with HSN
  • Opening stock and balances

3,414 rows ready to import

Illustration · sample names and numbers

5 sections
parties, products, stock and balances
Preview first
nothing saved until you confirm
Tally XML
or Excel and CSV files
GSTIN checks
bad numbers flagged before import
What comes across

What gets imported from Tally

Everything you need to start billing tomorrow. Past entries stay in Tally, where your CA can still see them.

  • CustomersSundry Debtors become customers, with GSTIN and state.
  • SuppliersSundry Creditors become suppliers.
  • ProductsStock items with HSN code, unit, cost and GST rate.
  • Opening stockQuantities posted as opening stock movements.
  • Opening balancesParty balances become outstanding receivables and payables, so ageing reports are right from day one.

Stays in Tally

  • Past vouchers: old sales, purchase, payment and journal entries
  • General ledger accounts and their history
  • Old invoices as documents

Keep Tally read-only for look-ups, or keep it for your CA's accounts.

General ledger accounts and historical vouchers are not imported. Start OthTech from a clear cut-over date.

Cut-over date

Pick one day to switch, and make it a clean one

  1. 30 Sep

    Last day in Tally

    Finish the month's billing in Tally and close the day as usual.

  2. 30 Sep, evening

    Export and import

    Export masters with closing stock and balances, preview them in OthTech and import.

  3. 1 Oct

    First bill in OthTech

    Bill from OthTech. October's GST return comes from one system.

Example dates. The start of a financial year (1 April) is the cleanest switch of all.

Step by step

How to import your Tally data

  1. 01

    Export masters from Tally

    In Tally, export your masters (ledgers and stock items) as an XML file.

  2. 02

    Upload the file

    In OthTech, go to Settings → Data / Migration and choose the Tally XML file.

  3. 03

    Preview each section

    See what will be created for customers, suppliers, products, opening stock and balances — nothing is saved yet.

  4. 04

    Import and check

    Commit the import, then compare a few balances and stock figures with Tally before you start billing.

In TallyPrime, use Export (Alt+E) → Masters and choose XML as the file format. If your Tally version names it differently, look for the masters export in XML.

Excel and CSV

Coming from Excel? Map your columns once

Upload a spreadsheet, tell OthTech which column is which, and run a dry run. Rows with problems are listed with the reason, and nothing is saved until you confirm.

Your columnOthTech fieldSample value
Party NameCustomer nameMehta Provision Stores
GST NoGSTIN27AAKFM4821L1Z6
City / StateState (filled from GSTIN if blank)Maharashtra
MobilePhone98xxxxxx21
BalanceOpening balance₹18,900 Dr

Before you switch

  • Merge duplicate parties (the same shop entered twice)
  • Check customer GSTINs and states
  • Make sure every stock item has an HSN code and GST rate
  • Count closing stock, or trust Tally's closing figures
  • Agree party balances with Tally on the cut-over date
Questions

Questions about switching

Something not covered here? Call or WhatsApp us and you'll speak to the people who build the product.

All questionsTalk to us

No. The import covers masters, opening stock and opening party balances. General ledger accounts and past vouchers are not imported, so pick a clean start date such as the beginning of a month or financial year.

Yes. Customers, suppliers, products, opening stock and opening balances can each be imported from CSV or Excel, with column mapping, a preview and a per-row error report. A customer's state is filled from a valid GSTIN.

Yes. Invalid GSTINs are flagged with a warning during preview so you can correct them.

The first day of a month, or better, of a financial year. Your opening balances and stock then match a closing figure you already have in Tally, and GST returns for the month come from one system.

Yes. You can bill and manage stock in OthTech while your accountant keeps their existing workflow. Sales, purchases, payments, products, customers and inventory can be exported as CSV or JSON.

Keep reading

Try the import on a free trial

Upload your Tally export and preview it before you commit. 14 days free, no credit card.

  • 14 days free
  • Import from Tally or Excel
  • Works on any PC or phone
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