Moving from Tally, Excel or old software.
The worry with any new system is the move. We bring your parties, balances, outstanding bills and stock across, check them against your old figures, and go live only when they agree.
Your business, not just your ledgers.
Masters
Customers, suppliers, brokers, transporters, items, qualities, designs, units, HSN codes and price lists, cleaned of duplicates on the way in.
Opening balances
Ledger balances on the cutover date, matched to the trial balance of the old system before anything goes live.
Outstanding bills
Every unpaid bill for every party, bill by bill with dates, so collections and ageing carry on without a break.
Stock
Quantities by item, lot, batch, godown and, where you track them, stock lying with job workers or karigars.
Open orders and challans
Pending sales and purchase orders, and challans not yet billed, so nothing in progress is dropped.
History
Past vouchers can come across with their original references, so old and new entries can still be traced to each other.
Checked twice, switched once.
Map
We list what your current system holds, what the new one needs, and how each field maps across.
Clean
Duplicate parties, dead items and wrong opening figures are fixed before they are carried over, not after.
Trial load
Data is loaded into a test copy. Your accounts team checks balances, outstanding and stock against the old system.
Parallel run
For an agreed period both systems run side by side, and the figures are compared until they match.
Cutover
Final balances are carried over on the chosen date and the new system becomes the one you work in.
Keep the old
Your old data stays available to look up, so nothing from earlier years is lost.
Run both, side by side.
If your accountant wants to stay on Tally, operations can run in the new system and post entries to Tally.
Tally integrationHow implementation works.
Migration is one part. See the whole path from the first study to support after go-live.
ImplementationQuestions, answered.
Can you move our data from Tally?
Yes. Masters, opening balances, bill-wise outstanding and, where needed, past vouchers can be brought across from Tally. Where Tally stays in use for accounts, the new system can also send entries to it instead of replacing it.
What if our data is in Excel sheets or an old custom system?
That is common. Spreadsheets and exports from older software are mapped field by field, cleaned and loaded in the same way. The more consistent the old data, the faster this goes, and we tell you early what needs fixing.
Do we have to stop work during the move?
No. The trial load and the parallel run happen while you keep working in your current system. Only the final cutover needs a fixed date, usually at a month end or year end.
How do we know nothing was lost?
Before cutover, your accounts team checks the trial balance, party outstanding and stock in the new system against the old one. We do not go live until those agree.
Worried about moving your data?
Send us a sample of what you have today. We will tell you what moves easily, what needs cleaning and how long it will take.