Tally Migration

A Frappe/ERPNext app to migrate data from Tally Prime into ERPNext. Built and maintained by Greycube Technologies.

Credit : Aditya Hase & Frappe
Attach the master and daybook data,  exported from tally (XML format) & attach them into ERPNext to get it processed for records creation.
If due to any reason it fails , the error log is generated for further investigation & resolution.

Note : The app is free , time is not , if you wish to get our consultancy on this migration , our support packages starts @ 10k (excluding GST) .
 Contact us on sales@greycube.in

What It Does

This app provides a step-by-step wizard to import your complete Tally dataset into ERPNext:

Master Data (from Tally's Master Data XML export):

• Chart of Accounts

• Customers and Suppliers with addresses

• Stock Items and Units of Measure (UOMs)

Transactional Data (from Tally's Day Book XML export):

• Journal Entries — for Journal, Receipt, Payment, and Contra vouchers

• Sales Invoices and Purchase Invoices — for inventory-based Sales, Purchase, Credit Note, and Debit Note vouchers

All imported documents are tagged with the original Tally GUID and Voucher Number for traceability.

Requirements

• ERPNext v15 or above

• Python >= 3.10

• beautifulsoup4 with lxml parser (for XML parsing)

Migration Workflow

Step 1 — Export Data from Tally

Export two XML files from Tally:

1. Master Data — contains Chart of Accounts, Ledgers, Stock Items, and UOMs.

2. Day Book — contains all historical vouchers/transactions.

Step 2 — Process Master Data

1. Open Tally Migration from the ERPNext desk.

2. Upload the Master Data file.

3. Set the Tally Creditors Account (default: Sundry Creditors) and Tally Debtors Account (default: Sundry Debtors) to match your Tally setup.

4. Click Process Master Data.

The app parses the XML and produces intermediate JSON files for Chart of Accounts, parties, addresses, items, and UOMs.

Step 3 — Import Master Data

Click Import Master Data. The app will:

• Create the ERPNext Company and import the Chart of Accounts.

• Create Customers and Suppliers with their addresses.

• Create Stock Items and UOMs.

After import, verify the auto-detected Default Warehouse, Default Cost Center, and Default Round Off Account in the Accounts section.

Step 4 — Process Day Book Data

Upload the Day Book export file and click Process Day Book Data. The app parses all vouchers and prepares them for import.

Step 5 — Import Day Book Data

Click Import Day Book Data. The app will:

• Create missing Fiscal Years automatically.

• Add Tally GUID and Tally Voucher Number custom fields to Journal Entry, Sales Invoice, and Purchase Invoice.

• Import all vouchers in chunks of 500, submitted and ready for use.

• Disable the temporary "Tally Price List" once import is complete.

Progress is shown in real time via the browser.

Import Logs

Any records that fail to import are captured in the Failed Import Log section with the full error traceback. You can review, correct, and re-attempt them without re-running the entire migration.

Voucher Type Mapping

Contributing

This app uses pre-commit for code formatting and linting. Install and enable it before contributing:

cd apps/tally_migration
pre-commit install

Pre-commit runs the following tools:

• ruff — Python linting and formatting

• eslint — JavaScript linting

• prettier — JavaScript/CSS formatting

• pyupgrade — Python syntax modernization

License

MIT — see license.txt