Export Import Data in Tally And Add Password In Tally Prime ?


We need to export and Import the data of ledgers of to maintain the same ledgers of a existing company in a new company. Further, copy the transactions up to a specific date from the existing company into the new company. We can export the masters and transactions from the existing company in XML format, and import them into the new company.

1. Export Masters in XML format

Type of Masters : Ledgers
File Format : XML (Data Interchange) Export to : Local Drive
Folder Path : C:\Program files\Tally Prime File Name : Master.xml
Press E : Send
Note : Folder Path and File Name may be change by pressing F6

2. Import Masters Data in New Company Create New Company (New Data)

Press Alt+O

Import Masters (Only Tally XML format is supported) File Path :

File to import    :        Master.xml

Behavior of import if master already exists:           Select as per your requirement Combine opening balance

Ignore duplicate Modify with new data

Press Enter to import the data

Check the ledgers and imported data in Gate way of Tally > charts of Accounts

3. Protect Company data with Password

 Alt+F3 : Company > Alter Company >

F12 > configure > Use user access control : Yes Security

Control user Access to Company data : Yes User Name:                         abd

Password:                  123

Confirm Password : 123 Enable Tally Audit: Yes Accept: Yes

F3: Company: Shut Company

Reopen with username and password.

4. Remove Password from the Company

F3: Company > Alter Company

Control user access to company data :No Current /Existing password: 123 Accept: Yes

F3: Company: Shut Company

Reopen the Company (username and password is not required)

Post a Comment