Data Grouping in udiMagic — Group & Summarize Excel Rows Before Import in Tally

udiMagic now supports data grouping feature. With this, you can import summarized data from Excel into Tally Prime. Let's see how it works.

SOURCE : Excel sheet with Sales data

  • In the above Excel sheet, there are 5 rows of data.
  • In this, the Item1 appears three times
  • And Item2 appears twice

DESTINATION : Sales data imported in Tally using udiMagic

  • On importing data from Excel to Tally, only two items are imported
  • The Item1 appears once only. (Qty: 3+2+5 Nos = 10 Nos)
  • The Item2 appears once only. (Qty: 6+4 Nos = 10 Nos)

Remarks:

  • The excel data is automatically grouped on Stockitem and imported into Tally.
  • The template 'Vouchers-Sales-Purchase-with-StockItems-Advanced.xls' now supports the data-grouping feature.
  • A new field / column GroupByStockItem has been added in the said template.
  • For your reference, one entry with 'GroupBy' feature has been included in the said template.

Ready to import your Excel data into Tally?

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