Hands-On XML Exercises

A set of hands-on exercises that build on the Tally XML tags reference. Each one walks through a real Excel-to-Tally scenario using a sample sheet and its matching XML tag file.

Each exercise also includes a short explanation of the tags and attributes it uses. Start with the basics if you're new to udiMagic XML, since later exercises build on earlier ones. If you already know what you need to import, jump straight to the matching exercise.

Before you begin, make sure Tally is running with a test company open, so you can import the samples safely.

Exercise 1

Import Stock Items in Tally

Learn how to import Stock Item masters from Excel to Tally. Herein, we have taken a Excel sheet that contains only one Column i.e. the Stock-Item Names. This exercise teaches how to use the COLUMNREFERENCE attribute to fetch data from a specific Excel column.

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Exercise 2

Import data into Multiple Companies in Tally

Use the COMPANYNAME attribute to import Stock Group and Stock Item masters into several Tally companies from a single Excel sheet in a single run.

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Exercise 3

Import Stock Item Masters with Opening Stock

Import Stock Item masters with their Opening Qty, Rate and Value. This exercise shows how the FORMULA attribute calculates the Opening Stock value.

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Exercise 4

Import Stock Item Masters with Standard Cost Price

Import Stock Item masters with multiple Standard Cost and Standard Selling Price rates. This exercise shows how to use the SCROLL attribute.

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Exercise 5

Sales Vouchers Without Inventory

Import simple Sales Vouchers (no stock item) into Tally — Party, Sales Ledger, Narration and Amount only.

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Exercise 6

Sales Vouchers With Inventory

Import Sales Vouchers with Stock Items into Tally — Party, Sales Ledger, Stock Item, Qty, Unit, Rate, Amount and Narration.

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Exercise 7

Purchase Vouchers Without Inventory

Import simple Purchase Vouchers (no stock item) into Tally — Supplier, Purchase Ledger, Narration and Amount only.

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Exercise 8

Purchase Vouchers With Inventory

Import Purchase Vouchers with Stock Items into Tally — Supplier, Purchase Ledger, Stock Item, Qty, Unit, Rate, Amount and Narration.

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Exercise 9

Cash Receipt Vouchers

Import Cash Receipt Vouchers into Tally — mapping the Cash ledger and the Party/Income ledger for each entry.

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Exercise 10

Sales Vouchers With Multiple Items

Import Sales Vouchers with several Stock Items per invoice into Tally. This exercise shows how the SCROLL attribute groups rows of the same invoice into one voucher, and how curly braces {} total the Invoice amount.

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Exercise 11

Purchase Vouchers With Multiple Items

Import Purchase Vouchers with several Stock Items per invoice into Tally. This exercise shows how the SCROLL attribute groups rows of the same invoice into one voucher, and how curly braces {} total the Supplier amount.

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Exercise 12

Sales Vouchers Without Inventory With Multiple Ledgers

Import Sales Vouchers (no stock item) that credit several Sales Ledgers per invoice into Tally. This exercise shows how the GROUPBY attribute groups and sums the rows by the Sales Ledger.

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Exercise 13

Import Ledger Masters with Multiple Aliases

Import Ledger masters with up to 10 aliases each. This exercise shows how several NAME tags inside NAME.LIST map Excel columns to the ledger name and its aliases.

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Exercise 14

Import Ledger Masters with Multiple Aliases Using SCROLLHORIZONTALLY

Import Ledger masters with any number of aliases into Tally. This exercise shows how the SCROLLHORIZONTALLY attribute reads the alias columns to the right of the ledger name until it reaches a column with no heading.

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