AccuRaik
Tally Automation Guide

How to Import Invoice Data
into Tally Prime & ERP 9

Stop creating purchase vouchers manually. Learn how to convert your PDF invoices into Tally-ready XML files and import hundreds of entries in seconds.

For many accountants and CA firms in India, Tally is the absolute source of truth. However, getting data into Tally from physical bills or digital PDFs is a massive bottleneck.

If you process more than 50 invoices a month, manual data entry is costing you money and introducing GST compliance risks. The modern solution is to import invoice data directly using Tally's native XML import feature.

Understanding Tally XML

Tally accepts data imports primarily through a specialized XML (eXtensible Markup Language) format. If you can format your invoice data into the exact XML schema that Tally expects, you can import thousands of vouchers instantly.

The challenge? You cannot simply "save as XML" from a PDF. You need a tool to read the PDF, extract the GSTINs, dates, and amounts, and structure them into the Tally XML schema. This is where AccuRaik comes in.

Step 1: Extract Data to XML

  1. Upload your vendor invoice PDFs to the AccuRaik dashboard.
  2. The AI will automatically extract the Supplier Name, Invoice Date, Invoice Number, Base Amount, and IGST/CGST/SGST splits.
  3. Map the vendor names to your Tally ledger names (AccuRaik remembers this for next time).
  4. Click "Export as Tally XML" to download the file to your computer.

Step 2: Import into Tally

  1. Open Tally Prime or Tally ERP 9 and load your company.
  2. Go to Gateway of Tally > Import Data > Vouchers.
  3. In the "File Name" field, enter the full path to the XML file you downloaded from AccuRaik (e.g., `C:\Downloads\accuraik_export.xml`).
  4. Press Enter to begin the import.
  5. Tally will process the file and automatically create all the Purchase Vouchers. Check your Day Book to verify!

Why is XML Import Better Than Excel Import?

While some third-party tools allow you to import Excel files into Tally, it requires installing custom TCP (Tally Customization File) add-ons. Tally XML is the native method supported by Tally Solutions out of the box. It is faster, less prone to crashing, and does not require you to pay for expensive Tally Add-ons.

Common Import Errors

  • "Ledger does not exist": Ensure the vendor name in your XML exactly matches the ledger name in Tally. AccuRaik's ledger mapping tool solves this.
  • Date out of financial year: Double-check the invoice dates extracted from the PDF.

Start Importing to Tally Today

Experience the magic of zero data entry. Export your first batch of invoices to Tally XML for free.

Get Started with AccuRaik