nitmit / express_tally

Tally To ERPNext Data Migration Tool

This tool helps migration of data from Tally Prime (Masters and transactions) to ERPNext using frappe rest apis.

• Migrate Masters (Account, Customer, Suppliers, Contact and Address)
• Migrate Transactions (Purchase Invoice, Sales Invoice, Payment Entry, Journal Entry)

Prerequisite

• TDL Files https://github.com/laxmantandon/tally_migration_tdl.git
• Tally Prime
• ERPNext Active Site
• india_compliance app is required https://github.com/resilient-tech/india-compliance

Installation

Once you've set up a Frappe site, installing Express Tally Integration is simple:

1. Download the app using the Bench CLI.

   bench get-app --branch [branch name] https://github.com/laxmantandon/express_tally.git

2. Install the app on your site.

   bench --site [site name] install-app express_tally

Steps to Configure

• Configure TDL Files in tally

  • follow instruction on this repo https://github.com/laxmantandon/tally_migration_tdl.git

• Generate Authentication Keys Create a user with appropriate permission and generate api key and secret

• Setting up Auth Keys in Tally Prime

  • From Gateway of Tally -> F1 -> Addon Features -> F6 Set Enable ERPNext Integration to Yes and specify auth keys and other parameters

  

• Migrating Data from Tally to ERPNext

  • From Gateway of Tally go to Display -> ERPNext -> Migrate to ERPNext

  

• Observe result in ERPNext

Errors and Exception Handling

• From Gateway of Tally goto -> ERPNext -> Migration -> Exception (select object type )
  • You can check for exceptions here and make necessary changes in data
  • Check Error Log List in ERPNext for errors
  • Alternatively you check tally event log for more info

Planned Features

• Sync Alternate (Multiple Units)
• Sync Price Lists

Contributing

• Issue Guidelines
• Pull Request Requirements

License

[GNU General Public License (v3)]