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

Import Ledger Masters with Contact Details and Address

Import Ledger masters with contact person, address, pincode, state, country, phone, mobile, email and website into Tally. This exercise shows how SKIP leaves out blank details, how FORMULA sets bill-by-bill, country and state, and how LEDMAILINGDETAILS.LIST fills the mailing details.

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Exercise 6

Import Ledger Masters with Opening Balances

Import Ledger masters with Debit / Credit opening balances and bill-by-bill allocations into Tally. This exercise shows how FORMULA signs the balances, how SCROLL adds one bill per row, how SKIP ignores blank bills, and how OLDNAME renames existing masters.

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Exercise 7

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 8

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 9

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 10

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 11

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 12

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 13

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 14

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 15

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 16

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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Exercise 17

Cash Payment Vouchers

Import Cash Payment Vouchers that debit several expense ledgers and credit Cash into Tally. This exercise shows how the SCROLLHORIZONTALLY attribute reads the expense columns one after another, and how SKIP ignores the empty ones.

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Exercise 18

Import Ledgers with GST Tax Rates

Import Sales, Purchase and GST duty Ledgers with HSN codes and GST rates into Tally. This exercise shows how GSTDETAILS.LIST and RATEDETAILS.LIST set the Central, State and Integrated Tax rates, how FORMULA sets GST applicability, and how SKIP leaves out the GST details of the duty ledgers.

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Exercise 19

Import Stock Item Masters with GST Tax Rates

Import Unit and Stock Item masters with HSN/SAC codes and GST rates (Central, State, Integrated Tax and Cess) into Tally. This exercise shows how FORMULA converts the Excel date and builds the opening value and Cess type, and how SKIP leaves out the GST details of non-GST goods and the rates that are not needed.

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Exercise 20

Sales Vouchers With GST Without Inventory

Import Sales Vouchers with GST (IGST, CGST and SGST, no stock item) into Tally. This exercise shows how GROUPBY combines the rows of an invoice, how SKIP leaves out zero-tax entries and ledgers, and how the GST details of the party and tax ledgers are created.

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Exercise 21

Sales Vouchers With GST With Inventory

Import Sales Vouchers with GST (IGST, CGST and SGST) and stock items into Tally. This exercise creates the Unit and Stock Item masters with GST details, uses SCROLL for one inventory line per row, GROUPBY to combine the party and tax entries of an invoice, and SKIP to leave out zero-tax entries and ledgers.

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Exercise 22

Sales Vouchers With Default Ledgers

Import Sales Vouchers with GST and stock items into Tally without ledger-name columns in the sheet. This exercise uses FORMULA to build default ledger names such as SALES 18% and CGST 9%, creates those ledgers on the fly, and uses SCROLL, GROUPBY and SKIP in the voucher.

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Exercise 23

Update Ledger Name in Tally

Rename existing Ledgers in Tally from Excel. This exercise shows how ACTION="Alter" updates existing masters, how OLDNAME finds the ledger to rename, and how SKIP ignores blank values.

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