How to import data from excel into Tally on Remote Computer?

Tally on Cloud / Remote System

When Tally ERP is installed on a remote system, you may face certain challenges while importing excel data into Tally. This happens as ONLY the first instance of Tally is assigned the Port Number and other instances of Tally cannot communicate with external applications. To resolve this, you must change the Tally Port number again and again.

Here are some guidelines to import data into Tally installed on Cloud / Remote System:

1. Keep Separate Tally folders for each user

Install Tally in separate folders for each user. Example :
c:\Tally-UserA
c:\Tally-UserB
c:\Tally-UserC

You must also specify the data path for each Tally installation. The data path must be the same if all users want to access the same data.

2. Tally Port Number Setting

Each user must set a unique Port Number using the option "Gateway of Tally || F12 [Advanced Configuration]"

Example :
Port Number : 9001 (for user of c:\Tally-UserA)
Port Number : 9002 (for user of c:\Tally-UserB)
Port Number : 9003 (for user of c:\Tally-UserC)

3. Separate udiMagic folders for each user

Install udiMagic in separate folders for each user. Example :
c:\udiMagic-UserA
c:\udiMagic-UserB
c:\udiMagic-UserC

4. Port Setting in udiMagic

Each user must set the Port Number in udiMagic SETTINGS. The Port Number must be same as assigned to your Tally.

Example :
Port Number : 9001 (for user of c:\Tally-UserA)
Port Number : 9002 (for user of c:\Tally-UserB)
Port Number : 9003 (for user of c:\Tally-UserC)


Remote Excel to Tally - How it Works?
Now, when a userA starts Tally (from his folder c:\Tally-UserA), it runs on Port 9001 and when the user starts udiMagic (from c:\udiMagic-UserA), it connects to Tally on port 9001.

Similary, when userB starts Tally (from c:\Tally-UserB), it runs on port 9002. And when udiMagic is started (from c:\udiMagic-UserB), it connects to Tally on port 9002.

FAQs

How many users can connect and import data into Tally?

Ans:
udiMagic Single User -  One user only
udiMagic Multi User  - Five users only

What will be the upload / import speed ?

Ans:
The upload speed will depend upon :
a. Existing data (Masters and Vouchers) in your Tally Company
b. Number of users uploading data in Tally.
c. System CPU speed and RAM

Can we import data in Tally when connected as Tally.NET Remote User?

Tally ERP 9 provides remote capabilities to access data from anywhere using the Tally NET feature. This enables you to remotely view Tally Reports or even create or modify entries depending upon the rights assigned to you by the administrator. However, the option "Gateway of Tally || Import data" is disabled when you log-in as Remote user using the Tally NET feature.

In simple words, you CANNOT import data into Tally ERP when logged in as a Remote user using the Tally NET feature.

Please refer the Point 15 at Tally Solutions website link given underneath :
https://help.tallysolutions.com/article/faqs/all_releases/remote-access-faq.htm

udiMagic v11 Release 1.8

The following new features have been  incorporated in udiMagic v11 Release 1.8 :

TEMPLATE MODIFICATIONs

1. Vouchers-V11-Sales-Purchase-Without-Stockitems-Advanced.xls

The following new fields have been added :
a. Item Description (Number of columns increased to 10 from 3)
b. Ledger Description (Number of columns increased to 10 from 3)

udiMagic v11 Release 1.7

The following new features have been  incorporated in udiMagic v11 Release 1.7 :

TEMPLATE MODIFICATIONs

1. Vouchers-V11-Financial-Transactions-Advanced.xls

The following new fields have been added :
a. Tax Classification (Column L)

2. Vouchers-V11-Journal-with-multiple-references.xls

The following new fields have been added :
a. Tax Classification (for all ledgers)

Notes:
a. You must first enable the "GST Applicable" option in the required Ledger-Masters.
b. The new column "Tax Class" overrides the GST Classification at the Voucher level only.

udiMagic v11 Release 1.6

The following new features have been  incorporated in udiMagic v11 Release 1.6 :

TEMPLATE MODIFICATIONs

1. Vouchers-V11-Horizontal-Sales-Without-Stockitems.xls

The following new fields have been added :
a. Party Alias (Column I)
b. Invoice mode Yes or No (Column AD)

2. Vouchers-V11-Horizontal-Purchase-Without-Stockitems.xls

The following new fields have been added :
a. Party Alias (Column I)
b. Invoice mode Yes or No (Column AD)

Notes:
a. When the Invoice mode is set to Yes, the transactions are imported as "As Invoice"
b. When the Invoice mode is set to No (default), the transactions are imported as "As Voucher"

udiMagic v11 Release 1.5

The following new features have been  incorporated in udiMagic v11 Release 1.5:

TEMPLATE MODIFICATIONs

1. Master-StockItemMaster.xls
The following new fields have been added :
a. Quantity From (for Price Level)
b. Quantity Less than (for Price Level)

FIXES
In udiMagic Settings, if the default decimal places is changed and error appears "Access violation at address xxx". This issue has now been resolved.

REMOTE SUPPORT
Teamviewer QuickSupport version 13 is now included with udiMagic Software

• When you run Teamviewer QuickSupport, it automatically generates a Service Case ID (like a ticket) and notifies the Shweta Softwares Support Team. 
• You can additionally specify the "Description" about your query so that the support team knows about your query and can assist accordingly at the earliest.
• Remote assistance is available during office hours on working days. 
• The response time may vary depending upon the queries in the queue.
• You may additionally create a ticket using the Support Desk ticket system.

udiMagic v11 Release 1.4

The following new feature have been  incorporated in udiMagic v11 Release 1.4:

Data Validation Alerts

udiMagic now supports data-validation alerts. The data validation feature checks and validates the excel data prior to importing it into Tally ERP software and displays warnings if incorrect data is found in the Excel file.

How it works?
Excel data is validated against a pre-defined set of rules which are specified in the XML tags. An alert is displayed on screen or logged into file, if any of the the rules are voilated.

Presently, alerts have been included in the following templates :
1. Vouchers-V11-Sales-Purchase-With-Stockitems-Basic.xls
2. Vouchers-V11-Sales-Purchase-With-Stockitems-Advanced.xls

The following checks have been currently kept :

1.  VoucherType Name [Column B]
Must contain a valid [predefined] Tally voucher-type. An alert message will be displayed if the Excel sheet contains incorrect voucher-type.

2. State Name  [Column  K]
Must contain a valid State-name as per Tally's State-Name list. An alert message will be displayed if the Excel contains invalid state-name.

3. Unit of Measurement
An alert message is displayed if this is empty. The default value "Nos"  is  used in such cases.