Import and verify existing records

Open the destination company and Import / Export. Choose Tally Direct to connect to running Tally and fetch records automatically. For other tools, export records in that tool first, then choose Import and upload each supported file manually.

For each file import, select an accepted file and the matching source profile. A profile interprets the uploaded file; it does not connect to that app. Set the period and any delta-import option deliberately.

For Tally Direct, open the intended company in Tally, check Host and Port, and enter Company Name if needed. Select Test Connection, verify the detected company, set From Date and To Date, then select Import from Tally. This fetches accounts, opening balances, stock and vouchers automatically.

For file imports, select Choose File, Upload, then confirm Format. Save Metadata, select Preview and inspect duplicates, rejected rows and unknown accounts. Resolve issues before Commit Ledgers or Commit & Post. Repeat for each exported file.

If importing ledger balances, use Create opening balance journal entries from ledger balances only when needed, with the correct As of date. Do not duplicate manually entered opening balances.

Review completion counts, failed periods and Needs Review items. Inspect successful work before retrying only the affected scope.

Compare Trial Balance, bank balances, party balances and stock with the source. Review historical statements separately from posted vouchers and resolve differences before new entry.