Welcome to Xcel2Tally User Guide. It is an online utility tool that converts your Excel Data into Tally based XML format in a few clicks. To get started, first of all you will be required to sign up on Xcel2Tally.
If your excel file is already prepared and you want to process it for importing it to Tally, click on Process Make sure that your excel file is in the specified format as shown in demo file otherwise it will not be processed. If you want more information on how to import your excel file to tally select on View Demo and follow the steps as shown in video.
If you don't know how to prepare your excel file then you can download the demo file for your reference from Download Demo Files Option which is provided on left side of your screen.
Choose the Process Excel file option from the left sidebar. After that upload your prepared Excel File, you can process it by selecting the template and your company name. Make sure the uploaded excel file is in a specified format as shown in Demo File.
On your left side of the screen, you will see the Process Logs option. Click on that and you can see the list of all the converted files with details and status. If the status of your excel file shows Success, then you can download the XML file. In case there are any errors in the Excel File, it will show you Failure as status and you can correct it accordingly.
Click on the saved file and see to it that it opens in a browser. Copy the file location path as shown in the image given below.
Open Tally.ERP, you will find an option of Import Data under Utilities into Gateway of Tally options. Click on Vouchers, A small box will be open beside it wherein you have to paste the copied file location path.
Click Here and visit Xcel2Tally website. Fill up the required details. Read the agreement and tick mark the box beside it. Click on the Sign up button to proceed.
In case you have forgotten your password click on Forget Password and enter your registered email address which you have submitted at the time of registering your account. Immediately you will receive a verification email instructing you to create a new password.
We are having different subscription plans, which you can purchase according to your requirement. We offer you with the lowest and most convenient plan that will help you to remove all the restrictions of free plan user. You can purchase the plan by paying online with multiple payment options like credit card, debit card, Net-Banking, Wallets and UPI/BHIM.
If your business requires a specific template, the Normal (For Single Template) plan will be best for you. As you can purchase a single template of your choice and convert unlimited entries. It might be possible that you will have more than one company, so in that case you can even import the other company’s entries also.
The Combo plan includes the ones which are most used templates and is specially designed for those who want to purchase five most popular templates at a time which combines Sales, Payment Voucher, Receipt Voucher, Journal Voucher & Bank Statement.
It is a plan that provides you with all the templates at a time to import your Excel to Tally with unlimited entries. By purchasing this plan, you can import infinite entries of all your companies for any templates.
If you want to purchase customised templates for your business, we provide you with a customised plan at a discounted rate to fulfill all your requirements. To purchase our customised plan, contact our support team at firstname.lastname@example.org for more details and pricing.
Once you login in to your registered account. You will find the Purchase Product option on the left side of your screen. Click on it. As shown below, a product list will appear with its pricing. As per your requirements, add the respective products to the cart. You can see a cart button on the top-right side of your screen. Click on the cart button and proceed.
Fill up the required details and Click on the process payment button to proceed for payment.