Tally tip: importing vouchers and masters via XML in TallyPrime

How XML import works in TallyPrime, and the checks to do before importing vouchers prepared outside Tally (ledger names, GST details, dates).

• TallyPrime can import masters and transactions from XML files through its Import option (Alt+O in TallyPrime; Gateway > Import in older releases).
• Import masters first (ledgers, stock items, units, GST details), then vouchers. A voucher referring to a ledger name that does not exist fails or creates errors.
• Choose the behaviour for duplicates (combine, replace or ignore) carefully, per the import options.

Checklist before importing

1. Backup the company data.
2. Ledger and party names in the XML must match exactly, including spaces and case conventions.
3. Dates must fall within the company's books period and must not be in locked/closed periods.
4. GST: party GSTIN, State, registration type, HSN and rate should be in masters so returns compute correctly.
5. Import a small test batch, check the import log and exceptions, then import the rest.
6. After import, run GST reports (GSTR-1/3B in Tally) and look for "uncertain" or excluded transactions.