Import from Tally

Pull ledgers, stock items, fixed assets, aging vouchers, and related data from Tally into the selected company and financial year.

Prerequisites

• Tally configured with ODBC on port 9000
• tcodes.tcp plugin installed (Installation)
• Correct company and financial year selected in the client bar
• Tally open with the matching company and period

Steps

Step 1: Prepare Tally

1. Open Tally and load the company you want to import.
2. Set the period to match the client financial year.

Step 2: Open import screen

1. Go to Import → From Tally.
2. Read the Instructions card on the left.

Step 3: Select data and import

1. In the Import card, tick the data types to import (ledgers, stock, fixed assets, aging, etc.).
2. Click Import from Tally.
3. Wait until the progress message completes — do not close the page during import.

Destructive import for ledgers and stock

For the selected FY, existing ledger and stock records are deleted before import. Fixed assets and aging records update when external IDs match.

Screenshot: FinAuto Client v9.0 — Import → From Tally

Related links

• Installation
• Tally configuration
• Ledgers
• Resolve import conflicts

Troubleshooting

Symptom	Likely cause	Resolution
Connection error port 9000	Tally ODBC off or Tally closed	Enable ODBC; keep Tally running
Income tax number not set	PAN missing in Tally	Configure PAN in Tally company features
Import hangs	Large data volume	Wait; check Tally company is responsive

See also Common issues.

Need more help? Contact support@finautoindia.com. Do not share API keys or PAN in email.