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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

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

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

  • 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

    image

  • Migrating Data from Tally to ERPNext

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

    image

  • Observe result in ERPNext

image

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

image

Planned Features

  • Sync Alternate (Multiple Units)
  • Sync Price Lists

Contributing

License

[GNU General Public License (v3)]

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