Moving from Tally to ARUKZ ERP
How to move from Tally: export masters as XML, check before saving, bring groups, ledgers, parties, stock items and opening balances, then reconcile group by group.
The short answer
Most manufacturers who move to an ERP keep their books in Tally until the day they switch. The move itself is three things:
- Masters: your ledgers, customers, suppliers and stock items.
- Opening figures: the balance of every ledger and the stock on hand on the start date.
- A check: the new books must agree with Tally, group by group, before anyone posts a new invoice.
Old vouchers stay in Tally. You start the new books on a clean date, usually the first day of a month or a quarter, with opening balances that your accountant has already closed.
For the wider plan (which date to pick, what order to work in, how long to keep the old system), see Moving from Tally or Excel in the ERP guide.
Step 1: export your masters from Tally
In Tally, export All Masters in XML format. Masters only, not vouchers: ARUKZ ERP reads groups, ledgers, stock items and units, and the file must be under 30 MB and hold no more than 10,000 ledgers and stock items together. Tally writes these files in UTF-16; that is fine, ARUKZ ERP reads them as they come.
Close the books for the period in Tally first, so the opening balances in the export are the ones your auditor will see.
Step 2: check the file before anything is saved
In ARUKZ ERP, go to Settings → Opening data → Import from Tally, choose the XML file and the date your new books start. Check a Tally file reads it and changes nothing in your books. It shows:
- How many accounts, customers and suppliers, and products it will add, and how many it will update because they came in before.
- The total opening debit and credit in the file, and the difference if Tally's own figures do not balance.
- How many stock items carry an opening quantity.
- Warnings, line by line: a GSTIN that is not in the right form, a unit with no match here.
Only then do you press Import. The file is read and checked again at that moment, so what goes in is what you just saw.
What comes across
| In Tally | Becomes in ARUKZ ERP |
|---|---|
| Groups | They decide what each ledger becomes. Tally's own groups (Bank Accounts, Duties & Taxes, Sundry Debtors and the rest) map to the matching account type; a group you added follows its parent. |
| Ledgers under Sundry Debtors and Sundry Creditors | Customers and suppliers, with GSTIN, address, State, PIN code, email and phone where Tally has them. Their balances sit on "Sundry Debtors (from Tally)" and "Sundry Creditors (from Tally)", party by party. |
| Every other ledger | An account in your chart of accounts, coded TL00001, TL00002 and so on |
| Stock items | Products with their HSN code and unit. The GST rate is set when your company has a matching "GST n%" tax. Common Tally units (Nos, Pcs, Kgs, Mtr, Ltr, Doz) are matched; anything else becomes Units, with a warning. |
| Opening balances | One balanced journal entry on your books-start date, called "Opening balances from Tally" |
| Opening stock | Each item's opening quantity and rate, loaded into your first warehouse |
If Tally's opening figures do not balance by themselves, ARUKZ ERP does not invent a figure to hide it. The difference goes to an account called Difference in opening balances, and the import tells you the amount, so your accountant can clear it.
Step 3: reconcile, group by group
After the import, the same page shows a reconciliation table with one row per Tally group:
| Tally group | Tally | ARUKZ ERP | Difference |
|---|---|---|---|
| Sundry Debtors | ₹14,82,350.00 | ₹14,82,350.00 | ₹0.00 |
| Bank Accounts | ₹6,15,240.50 | ₹6,15,240.50 | ₹0.00 |
| Duties & Taxes | −₹1,08,600.00 | −₹1,08,600.00 | ₹0.00 |
(The figures above are an example.) "ARUKZ ERP" is the posted balance on the books-start date of every account and party that came from that group, to the paisa. Every row should read zero before you go live. The table downloads as a CSV for your auditor's file.
Running it again
Every ledger, party and stock item is remembered against its Tally record. Import the same file, or a newer export, and ARUKZ ERP updates what it made the first time instead of making duplicates: a changed GSTIN or address comes through, a new ledger is added.
Opening balances and opening stock go in once per company. A second import says so and only updates the masters, so you cannot post the same opening balances twice by accident.
Not on Tally?
If your figures are in spreadsheets, the Opening balances and Opening stock pages next to the Tally import take CSV files instead: account code, debit and credit for balances; product, location, quantity, unit cost and lot for stock. They are checked line by line in the same way before anything is posted.
Try it
Start a 14-day free trial, export your Tally masters, and run Check a Tally file on them. Nothing goes into your books until you press Import.
What it does not do
- It does not bring past vouchers: sales, purchases, receipts, payments and journals stay in Tally. You start from opening balances on a cut-over date. Keep Tally, read-only, for the years the law asks you to.
- It does not bring bill-wise outstanding. Each customer and supplier comes across with one opening balance, not a list of their unpaid bills.
- It does not split opening stock by godown or batch. All opening stock goes into your first warehouse; move it to other locations afterwards. Use the Opening stock CSV if you need lots.
- It does not keep Tally and ARUKZ ERP in sync. It is a one-way move on a start date, not a running link.
Last updated 7 November 2026