Frequently Asked Questions

Tally 6.3 and higher

Yes

Yes. It is unlikely that any future version of Tally Software will not support any of the features which are currently supported by Tally Software.

udiMagic imports bulk data from Excel spreadsheets directly into Tally Prime — masters (ledgers, stock items, cost centres) and vouchers — using ready-made Excel templates, so you don't have to key entries into Tally manually.

Yes. Tally Prime must be running with the target company open. It is usually on the same PC (IP 127.0.0.1), but it can be on another machine — just set that machine's IP address and matching port in udiMagic's settings.

Windows 10, Windows 11, or Windows Server 2016 and later. Both 32-bit and 64-bit builds are available (64-bit recommended). udiMagic v12 is required to import into Tally Prime 3.0 or higher.

No. You fill in a standard Excel template, select it in the udiMagic wizard, and click Start. udiMagic generates the Tally XML for you in the background.

Download udiMagicSetup.exe from the Downloads page. Pick the 64-bit build unless you are on a 32-bit machine — both are the current v12 release.

Start Tally Prime and open the company you want to import into. Launch udiMagic, choose Excel to Tally, then Import data into Tally, browse to the filled-in standard template, and click Start.

No. udiMagic is a Windows application and runs on Windows 10, Windows 11, and Windows Server 2016 or later, alongside your Tally installation.

No. udiMagic talks to Tally through Tally's own built-in ODBC server. Nothing has to be installed or loaded inside Tally itself — just keep Tally running with the company open.

udiMagic v12 and higher versions are built for TallyPrime 3.0 and above. If you are still using an older TallyPrime release, please contact us and we will advise you on the matching udiMagic version.

Yes. udiMagic offers a 14-day free trial, limited to 5 records per import, so you can test the full workflow with your own data before purchasing.

Limited Edition — all masters and basic voucher types, without inventory. Custom Edition — adds domain-specific templates. Standard Edition — all masters and vouchers with inventory support (most popular). Professional Edition — everything, plus MySQL and SQL-Server to Tally. Licensing is the same across all editions: link with one Tally Serial, a Travel License on one USB flash drive, and shifting to another computer up to 10 times per annum.

udiMagic is sold as a 12-month subscription and is renewable. Your license is emailed automatically within seconds of a successful payment.

Cards, UPI, and net banking through our Indian payment gateway, and Razorpay for international customers.

Yes. udiMagic works with Tally Prime wherever it is installed, and international customers can pay through RazorPay.

Your license is emailed automatically within seconds of a successful payment. If payment clears through a slower channel, it reaches you within 24 hours along with the download instructions.

Software charges are non-refundable and non-transferable, and orders cannot be cancelled once placed. This is why we recommend running the 14-day free trial on your own data first. Genuine cases are reviewed by management at their discretion.

Yes. Start with the 14-day free trial (5 records per import) and use your own Excel file. Demo videos are available under Tutorials, and our team can walk you through a live demo over TeamViewer.

udiMagic works with its standard Excel templates, which cover most common requirements. If your data comes out of another system in a fixed format, contact us — a custom template can be mapped to your layout.

Yes, indirectly. Save or export the file as an Excel workbook first, arrange it as per the udiMagic template, and then import it as usual.

Every voucher you import must carry its own unique identifier in the UNIQUE ID column — just as every Aadhaar number, mobile number, or GST invoice number is unique. It can be numeric or alpha-numeric, up to 24 characters. For sales invoices, the invoice number is the natural choice. All voucher templates supplied with udiMagic contain this column, except Vouchers-Bank-Statement.xls. udiMagic uses it to group the rows belonging to one voucher (for example, all the items on a single invoice) and to prevent the same voucher being created twice. The Undo feature also relies on the Unique ID to identify which entries in Tally to reverse — so getting it right is essential. See What is Unique ID?, also available in Hindi and Gujarati.

In almost every case this is a Unique ID problem. The four common mistakes are:

• The same Unique ID repeated on unrelated vouchers — they are treated as one voucher, so five payments with a duplicated ID come into Tally as four.
• The Unique ID column left blank — no vouchers are imported at all.
• A party code entered instead of the invoice number — two invoices for the same party share an ID and one overwrites the other.
• The Unique ID column not sorted — rows of the same invoice are split apart, so a multi-item invoice imports incorrectly.

Give every voucher its own Unique ID, keep all rows of one voucher together, sort the column, and re-import.

udiMagic reads the columns defined in the template, so extra columns are ignored. Remove blank rows in between your data, as they can end the import early or produce incomplete vouchers.

Yes. Enable the Global help list for Ledger and other Masters setting and you can pick Tally ledgers and other masters directly from within MS Excel while preparing your sheet — which avoids the misspelt and mismatched names that cause duplicate ledgers in Tally. It is disabled by default. Note that if your Tally company has a very large number of masters, udiMagic will take longer to load them.

Yes. Show Data Validation Alerts is enabled by default and warns you when incorrect data is found in the sheet, based on rules defined in the XML tags. Alerts are also written to alerts.log when Send Data Validation Alerts to File is enabled. Disable the first option only if you want to suppress the warnings on screen.

Masters (ledgers, stock items, cost centres and categories) and vouchers — accounting entries with or without inventory, POS data, and Bill-of-Materials, depending on your edition.

No. udiMagic creates the required ledger and stock item masters automatically before the vouchers are imported, so you can start from a blank company.

Yes. The Create dependent Masters setting is on by default, which is why masters are created before the vouchers are imported. Turn it off if you want vouchers only. You can then enable Warn if dependent Masters do not exist in Tally to be told which ledgers or stock items are missing, instead of having them created for you.

Yes. The templates are GST-ready, so GST details entered in Excel are posted into the corresponding fields in Tally Prime.

Yes. Opening balances are part of the master templates, so they can be brought in when you create the ledgers and stock items — useful when setting up a new company in Tally.

Yes, as long as the voucher dates fall within a period Tally will accept for that company (i.e. on or after the books beginning date, and within an open period).

Yes. Bank statements usually come in the bank's own layout, so they are handled through a custom template that maps your statement columns to Tally's fields. A step-by-step video for this is available under Tutorials.

Yes. Data is imported into the company that is currently open in Tally. To import into another company, switch the company in Tally and run the import again.

There is no fixed record limit outside the trial. udiMagic v12 imports around 5,000 records in under 5 minutes — roughly 97% faster than udiMagic v3.0.

Yes, in two ways. One-click batch import processes a set of templates together in a single run instead of one at a time. And the Auto-run on Start-up setting (disabled by default) makes udiMagic begin importing as soon as it starts, with no user intervention — useful for a routine import that runs the same way every time.

Yes. udiMagic supports Unicode, so names and descriptions in Hindi, Gujarati, Arabic and other languages import into Tally correctly.

Yes. In udiMagic's settings, set the Tally IP Address to the machine where Tally Prime is running (not the Tally License Server) and match the port. On a cloud or remote desktop there is a catch: only the first instance of Tally gets the port number, so other instances are unreachable. The fix is to give the udiMagic user their own Tally folder — for example copy c:\Tally to c:\Tally-UserA, keep the same data path in Tally.ini, and set a different port (say 9001) — then set that same port in udiMagic. See Tally on Cloud. udiMagic Single User supports one such user; Multi User supports five.

No. udiMagic only writes the records present in your Excel file. Vouchers and masters that are not in your sheet are left untouched, and nothing is deleted unless you explicitly run Undo Entries.

Data is not duplicated. Masters that already exist in Tally are ignored, and vouchers that already exist are overwritten with the values in your sheet, matched on their Unique ID. This makes it safe to correct a sheet and re-import it.

Yes. Enable the Ignore duplicate Vouchers setting — vouchers already present in Tally are then skipped rather than overwritten, identified by a GUID. It is disabled by default, so out of the box an existing voucher is overwritten by the version in your sheet.

udiMagic talks to Tally over Tally's ODBC server, so both sides must agree on the port.

In Tally Prime: F1 → Settings → Connectivity → Client/Server Configuration (in Tally ERP: Gateway of Tally → F12 → Advanced Configuration). Set Tally is acting as = Both, Enable ODBC Server = Yes, and Port = 9000.

In udiMagic: on the second screen, set Tally Port = 9000 and Tally IP Address = 127.0.0.1.

To test it: open any browser and visit http://127.0.0.1:9000 (or http://localhost:9000). If Tally responds, ODBC is working.

Two warnings: do not set the port to 9999 — that is reserved for the Tally License Server. And do not change the IP address to 192.168.0.x on the assumption that "the Tally data is on the server"; udiMagic connects to the Tally running on your own machine, so leave it at 127.0.0.1. If port 9000 is blocked on your system, try 9001, 9002 and so on — but set the same port in both Tally and udiMagic.

Debug Mode uploads your records from Excel into Tally one at a time instead of all at once. You can pause at any point to see the status of each record — whether it was created, altered, or ignored — and inspect the XML tags udiMagic generated for it. Use it whenever an import doesn't produce what you expected: fewer vouchers than rows, a value landing in the wrong field, or a record Tally refuses. A step-by-step video is available on the Debug Mode page.

Yes. Enable Show the upload status for individual records and udiMagic writes the status — Created, Altered, Ignored or Error — into column 256 of your sheet. The useful part: on the next run from the same sheet, only the rows marked Error are uploaded again. View log status after import of data shows the same summary after an import finishes.

Yes. The Undo Entries feature deletes entries you imported earlier, at any time afterwards — even after a week, a month, or a year. It works with all standard templates except Vouchers-Bank-Statement, and identifies the entries in Tally using the Unique ID value from your sheet. Three things to keep in mind: you must select the same Excel sheet you originally imported; vouchers entered manually in Tally cannot be deleted this way; and Undo removes the vouchers only, not the masters (ledgers, stock items) that were created along with them. A step-by-step video is on the Undo Entries page.

No. udiMagic runs on your own PC and writes directly into the Tally company you are connected to. Your Excel files and Tally data stay with you.

Yes. The FAQ page and key articles are available in Hindi and Gujarati, and our support team can assist you in these languages over the phone.

Use the knowledge base, demo videos and FAQs on the website, or contact support on +91 97257 22436 — remote assistance over TeamViewer is available for setup and import issues.

Your registered email address or udiMagic Serial Number, the udiMagic version you are using, your TallyPrime release, the Excel template you are importing, and the exact error message shown. Call +91 97257 22436 or request a TeamViewer session.