Getting Started with udiMagic — Your Excel to Tally Import Guide

If you are new to udiMagic, the first step is to Signup for the udiMagic 14 days Free Trial Plan. Alternatively, you can download the udiMagic application and then signup from within the application.

udiMagic is an Excel to Tally software that lets you import bulk data from Microsoft Excel directly into Tally Prime or Tally ERP 9 — covering vouchers, ledger masters, stock items, and GST entries. The guides below cover the most important concepts, common setup steps and troubleshooting scenarios for new users.

Once you have installed the udiMagic application, create a Company named "DUMMY" in Tally and play around by importing data from different templates provided within the udiMagic folder. Please ensure that you always start Tally first and then udiMagic application.

Here are some resources to help you get started.

  1. Unique ID - The most important field
  2. Understanding how udiMagic works using the Debug mode
  3. Using Global Helplist
  4. How to Undo Entries?
  5. How to activate Travel License?
  6. Troubleshooting- Could not connect to Tally
  7. Using Tally on Cloud