What Tally versions do you support?

Tally ERP 9 and Tally Prime, exported as XML or Excel. If something in an older file doesn’t parse, we’ll tell you in the preview step.

My COA is non-standard. Will the auto-mapping break?

It won’t break — it’ll auto-map what it recognises and leave the rest blank. You map the rest manually. We persist your mapping so you only do this once even across re-runs.

Can I migrate incrementally?

Yes. Run the migration once for history, then re-export Tally periodically and re-import deltas. We detect already-imported vouchers by voucher number + date + amount hash and skip them.

What if my opening balances don’t balance?

We refuse the import. We show you which accounts are off and by how much. Often it’s a missing P&L closure entry from prior year — we’ll suggest the fix.

What happens to my Tally licence?

Nothing. Keep it. We recommend running both in parallel for about a month while you get comfortable, then switch over. Your CA can still read your Tally backups for old years.

What about my customisations (TDL)?

TDL customisations don’t migrate (they’re Tally-specific code). Custom report layouts, custom voucher types, custom fields — we’ll review during the walkthrough and recommend equivalents in Triam.

How do you handle HSN code variants?

We carry your HSN exactly as Tally stored it. If two products have inconsistent HSNs, we flag it during preview and ask you to pick the canonical one. Common gotcha — we catch it.

What about multi-fiscal-year files?

Supported. We pick the earliest opening balance and replay vouchers forward. Year-end closure entries are re-applied automatically.

Is my Tally file safe?

Stored with provider-managed encryption, in your tenant, deleted on request. We do not look at the contents beyond the parser. We do not train on your data, ever.

How long does it really take?

It depends on file size and how much of your chart of accounts needs manual mapping. We’ll walk through it with you after the preview step.

Do you have a service team for white-glove migrations?

Yes — included on Enterprise; on other plans, talk to us. We share screen, run the import together, review every step.

Can I undo the migration?

Yes. Until you start posting new transactions in Triam, you can delete the tenant entirely and start over. We even keep the mapping so the re-run is faster.

Migrate from Tally

Six steps. The import itself runs as a background job — the rest is you reviewing what we found. If it doesn’t land cleanly, we get on a call and finish it with you.

Send us your XML →Watch the steps

triam · migrateexample

tally-fy26.xml18 MB

import0%

·parse vouchers

·map ledgers → coa

·validate Dr = Cr

·post journals

✓migrated · journal balanced · Dr = Cr

$triam migrate --watch

0

guided steps

free preview before import

0 MB

max upload

Tally XML or Excel export

0

categories migrated

COA to recon history

0

importer tests

parse → validate → import

chart of accountsopening balancesvendorscustomersproductsinvoicesbillsbank ledgersrecon history

illustrative · what the parser does

XML in. Journal out.

The same pipeline runs on your file — parse, resolve, map, validate, post. We refuse to import if Dr ≠ Cr.

tally-export.xml0 / 622 B

<TALLYMESSAGE>
  <VOUCHER VCHTYPE="Sales" ACTION="Create">
    <DATE>20260315</DATE>
    <VOUCHERNUMBER>INV-1042</VOUCHERNUMBER>
    <PARTYLEDGERNAME>Tefty Organics</PARTYLEDGERNAME>
    <ALLLEDGERENTRIES.LIST>
      <LEDGERNAME>Tefty Organics</LEDGERNAME>
      <AMOUNT>-118000.00</AMOUNT>
    </ALLLEDGERENTRIES.LIST>
    <ALLLEDGERENTRIES.LIST>
      <LEDGERNAME>Sales · Services</LEDGERNAME>
      <AMOUNT>100000.00</AMOUNT>
    </ALLLEDGERENTRIES.LIST>
    <ALLLEDGERENTRIES.LIST>
      <LEDGERNAME>Output IGST 18%</LEDGERNAME>
      <AMOUNT>18000.00</AMOUNT>
    </ALLLEDGERENTRIES.LIST>
  </VOUCHER>
</TALLYMESSAGE>

parser → mapper → poster

triam.ledger · journal #4831double-entry

AccountDrCr

1200 AR · Tefty Organics₹1,18,000—

4000 Revenue · Services—₹1,00,000

2200 GST Output · IGST—₹18,000

✓ balancedTotal₹1,18,000₹1,18,000

what gets migrated

Ten categories. Nothing left behind.

Masters, transactions and history — with the checks that make them trustworthy.

general ledger

Chart of Accounts

Full GL hierarchy. We map your Tally groups to our 3-level COA. You confirm the mapping before commit.

Sundry Debtors1200 AR · Trade

day zero

Opening balances

GL opening balances on your migration date. Per-account, balanced before commit. We refuse to import if Dr ≠ Cr.

Dr = Cr enforced

masters

Customers & Vendors

Master data with GSTIN, PAN, billing/shipping addresses, payment terms. Duplicate detection on GSTIN.

masters

Products & Services

SKU, UOM, HSN, rates. UOM conversions if your Tally has them.

payables

Bills (AP)

Purchase vouchers. ITC reverse-mapped where Tally tracked it.

receivables

Invoices (AR)

Full sales vouchers with line items, taxes (CGST/SGST/IGST), HSN, narration. PDF re-renderable in Triam.

sales voucherPDF re-renderable ✓

CGSTSGSTIGSTHSNnarration

banking

Bank & cash transactions

Receipt / Payment / Contra vouchers. UTR preserved where present for re-reconciliation.

UTR preserved

journals

Journal entries

Manual JEs including reversal entries, depreciation, accruals.

recon

Reconciliation history

Tally bank-clearing dates carried over so your historic recon doesn’t get re-opened.

clearing dates carried

structure

One company file at a time

Each Tally company file is imported on its own, with its own mapping. Anything that doesn’t map cleanly is flagged in the preview.

the six steps

What you actually do.

You review at every gate. Nothing commits until the preview looks right — and the preview is free.

01
Upload your Tally XML
you · drag-drop
Export → XML from Tally (Gateway → Display More Reports → Export). Drag-drop into Triam. Files up to 25 MB.
02
Master data preview
you · skim
We parse the file, show you the master objects we found: COA, vendors, customers, products. You skim and approve scope.
03
COA mapping
auto + you
We auto-map common Tally groups (Sundry Debtors → 1200 AR · Trade, etc.). You review and adjust anything custom. Save mapping for future runs.
04
Mapping review
pre-flight
Final cross-check. Mismatches highlighted. Pre-flight validators run: balanced opening, GL existence, HSN sanity.
05
Transaction preview
free
See what will be imported, with counts per voucher type. Spot anything wrong here, fix the mapping, re-run preview. Free.
06
Migrate
background job
Background job runs, with progress shown as it goes. Errors logged per-row with retry. How long it takes depends on file size.

common gotchas

What usually goes wrong with Tally migrations.

Tally patterns that commonly trip up a migration — and how each one is handled.

in tallyin triam

hsn codes

in tally

Inconsistent HSN codes across the same product — Tally allows it.

in triam

Flagged during preview. You pick the canonical code once.

opening balance

in tally

Opening balance carried as a single ledger entry that doesn’t balance against prior P&L.

in triam

The import refuses Dr ≠ Cr and shows which accounts are off.

fy closures

in tally

Multi-fiscal-year files with year-end closure entries that depend on each other.

in triam

We replay them in order, earliest opening balance first.

gstin

in tally

Vendors created with no GSTIN that later got one.

in triam

Flagged in the preview so you can fix the master before import.

bank recon

in tally

Bank ledgers without UTR — only cheque numbers.

in triam

We review it with you during the walkthrough.

tds

in tally

TDS tracked via the narration field rather than a statutory ledger.

in triam

We review it with you and map it to a proper TDS ledger.

tdl

in tally

Custom TDL reports and voucher types that only exist in Tally.

in triam

They don’t migrate — we recommend Triam equivalents during the walkthrough.

reverse charge

in tally

Reverse-charge GST entries split across multiple JEs.

in triam

We review it with you during the walkthrough.

questions CAs ask

Migration FAQ.

how long it takeshonest answer

It depends on the size of your file and how much of your chart of accounts needs manual mapping. We won’t guess a number here.

We’ll walk through yours with you after the free preview step — no commitment.

Bring your Tally file.Review it, then import.

XML in. Journal out.

Ten categories. Nothing left behind.

Chart of Accounts

Opening balances

Customers & Vendors

Products & Services

Bills (AP)

Invoices (AR)

Bank & cash transactions

Journal entries

Reconciliation history

One company file at a time

What you actually do.

Upload your Tally XML

Master data preview

COA mapping

Mapping review

Transaction preview

Migrate

What usually goes wrong with Tally migrations.

Migration FAQ.

Ready when you are.