How to Import Invoices into Tally Prime from Any Billing Software (XML Guide)
Stop re-entering invoices in Tally manually. This guide shows how to export sales voucher XML from Ozydo and import it into Tally Prime in minutes — with party ledgers, GST ledgers, and amounts all pre-mapped.
Most small businesses in India use two separate tools: a mobile or web billing app to create and share invoices with clients, and Tally for accounting and GST filing. This creates a painful double-entry problem — every invoice created in the billing app must be manually re-entered into Tally. For businesses raising 30–100 invoices a month, this can consume 5–10 hours of accountant time. The solution is Tally XML import.
What Is Tally XML Import?
Tally Prime supports importing data via XML files in a specific format called TDL (Tally Definition Language) XML. When you export invoices from your billing software as a Tally-compatible XML file and import it into Tally Prime, all voucher entries — party ledger, sales ledger, GST ledger, amounts — are created automatically. No typing, no manual ledger selection.
What Data Gets Imported into Tally via XML
| Data Field | Where It Goes in Tally Prime |
|---|---|
| Invoice number & date | Voucher number and date in Sales Voucher |
| Client name | Party Ledger (created automatically if not present) |
| Taxable amount per line item | Sales Ledger with correct GST rate group |
| CGST amount | CGST Payable Ledger under Duties & Taxes |
| SGST amount | SGST Payable Ledger under Duties & Taxes |
| IGST amount | IGST Payable Ledger under Duties & Taxes |
| HSN/SAC code | Stock Item or Service master (HSN details) |
| Place of supply | Used for intra/inter-state tax determination |
| Total invoice value | Sundry Debtors balance for the party |
How to Export Invoices from Ozydo as Tally XML
- 1Log in to Ozydo and go to the Reports section.
- 2Select 'Tally Export' and choose the date range (weekly, monthly, or custom).
- 3Ozydo generates a Tally-compatible XML file containing all sales voucher entries for that period.
- 4Download the XML file to your computer.
- 5Open Tally Prime on your computer.
- 6Go to Gateway of Tally → Import Data → Vouchers.
- 7Select the XML file you downloaded from Ozydo.
- 8Tally Prime imports all invoices as sales vouchers. Party ledgers and GST ledgers are auto-created if they do not already exist.
- 9Verify a few entries in Tally to confirm correct mapping, then proceed with reconciliation.
Map Ledger Names Once
The first time you import, verify that ledger names in Tally match the ones in Ozydo (e.g., 'Sales @18%' vs 'GST Sales 18%'). Once mapped correctly the first time, all future imports will use the same mapping automatically.
Manual Entry vs XML Import — Time Comparison
| Task | Manual Entry in Tally | Ozydo XML Import |
|---|---|---|
| 30 invoices per month | ~4 hours (8 min per invoice) | ~10 minutes total |
| 50 invoices per month | ~7 hours | ~15 minutes total |
| 100 invoices per month | ~14 hours | ~20 minutes total |
| Error rate | High (manual typing) | Near zero (data sourced from original invoices) |
| Accountant cost saved | ₹2,000–₹5,000/month | ₹0 extra cost |
Common Issues When Importing Tally XML
- Duplicate voucher numbers — if you import the same period twice, Tally may create duplicate entries. Always check before re-importing.
- Ledger mismatch — if the ledger names in your XML do not match existing ledger names in Tally, new ledgers are auto-created. Review and merge if needed.
- GSTIN not mapped — make sure your client GSTINs in Ozydo match the party masters in Tally to avoid reconciliation issues.
- Tally version compatibility — Tally XML import works with Tally Prime 2.0 and above. Tally ERP 9 supports an older XML format — use the legacy export option in Ozydo if needed.
Export to Tally Free
Ozydo generates a Tally Prime-compatible XML file from all your invoices. Import a month's worth of sales vouchers into Tally in under 15 minutes — completely free.
Export to Tally Free →Frequently Asked Questions
Does Tally XML import work with Tally ERP 9 or only Tally Prime?
Ozydo supports both Tally Prime (2.0+) and Tally ERP 9 XML formats. When exporting, you can choose which version format you need. Tally Prime format is recommended if you have already upgraded.
Will client ledgers be created automatically in Tally during import?
Yes. If the client's name in the XML does not match an existing ledger in Tally, Tally Prime auto-creates the party ledger under Sundry Debtors during import. You can then add GSTIN and address details to the ledger afterwards.
Can I import credit notes and debit notes from Ozydo into Tally too?
Yes. Ozydo's Tally XML export includes credit notes and debit notes issued during the period, mapped to the correct voucher types in Tally Prime (Credit Note and Debit Note vouchers respectively).
Written by the Ozydo Team
Ozydo is India's simplest free GST invoice app for small businesses and freelancers. We write practical guides on invoicing, GST, and business finance to help you get paid faster.
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