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.
What is the fastest way to import invoice data into Tally Prime without manual data entry? The fastest and most reliable way is using native Tally XML voucher files. Using AccuRaik, upload your PDF purchase invoices to extract vendor GSTINs, invoice dates, line items, and CGST/SGST/IGST tax splits. AccuRaik generates a structured XML voucher file that you import directly via Tally Prime's Import Data > Vouchers menu without installing third-party TCP plugins.
For millions of accountants and CA firms across India, Tally is the absolute source of truth. However, getting data into Tally from physical bills or digital PDFs is a major productivity bottleneck.
If you process more than 50 invoices a month, manual data entry is costing you valuable time and introducing GST compliance risks. The modern solution is to import invoice data directly using Tally's native XML import feature.
Understanding Tally XML Format
Tally accepts data imports primarily through a specialized XML (eXtensible Markup Language) format. When invoice data is formatted into the exact XML schema that Tally expects, you can import hundreds of purchase vouchers in seconds.
The challenge? You cannot simply "save as XML" from a PDF. You need an AI tool to read the PDF, extract the GSTINs, dates, line items, and tax amounts, and structure them into the Tally XML schema. This is where AccuRaik comes in.
1 Step 1: Extract Data to XML with AccuRaik
- Upload your vendor invoice PDFs or images to the AccuRaik dashboard.
- The AI automatically extracts the Supplier Name, Invoice Date, Invoice Number, Base Amount, and IGST/CGST/SGST splits.
- Map vendor names to your Tally ledger heads (AccuRaik saves this rule for all future bills).
- Click "Export as Tally XML" to download the voucher file.
2 Step 2: Import into Tally Prime / ERP 9
- Open Tally Prime or Tally ERP 9 and open your company.
- In Tally Prime, press Alt+O (Import) > Transactions. (In Tally ERP 9: Gateway of Tally > Import Data > Vouchers).
- Select the XML file you exported from AccuRaik.
- Press Enter to execute the import.
- Tally will process the vouchers and create the purchase entries immediately. Check your Day Book to verify!
Why is XML Import Better Than Excel Add-ons?
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 & Fixes
- "Ledger does not exist": Ensure the vendor or expense ledger in the XML exactly matches the ledger name in Tally. AccuRaik's ledger mapping tool prevents this error.
- "Date out of financial year": Verify that the company period in Tally covers the invoice dates extracted from the documents.
- "Duplicate voucher reference": Tally warns if an invoice number already exists in your Day Book, preventing double-entry.
Start Importing to Tally Today
Experience the magic of zero manual data entry. Export your first batch of invoices to Tally XML for free.
Get Started with AccuRaik