Imports & migration

Moving to Ledgerly shouldn't mean re-typing your books. The Imports menu covers migration from Tally and Excel, plus the recurring imports you'll do every month.

Masters & opening balances

Imports → Masters & Opening Balances is the migration workhorse. It accepts:

• Excel templates — for your chart of accounts, customers, vendors, items and opening balances.
• Tally Masters XML — export Masters from Tally, upload the XML, and Ledgerly parses your ledgers and parties.

Imports → Masters & Opening Balances — download the template, or import from Excel / Tally XML.

Every import shows a review table before anything is written: check the parsed rows, fix classifications, then confirm. Opening balances post against the Opening Balance Equity account, so your books start balanced.

Sales & purchases import

Bulk-load historical or externally-generated documents:

• Imports → Sales — invoices from Excel.
• Imports → Purchases — bills from Excel.

Useful for catching up a backlog or migrating the current year's transactions.

Bank statements

Imports → Bank imports bank statements from Excel for reconciliation — see Banking.

Mapping templates

Different banks (and different Tally/Excel exports) lay columns out differently. Imports → Mapping Templates lets you map a format once — which column is the date, the narration, the amount — and reuse it on every future import.

Import history

Imports → History logs every import: when, what file, how many rows — so you always know what came from where.

Tip: import in this order — chart of accounts → customers & vendors → items → opening balances → transactions. Each step builds on the one before.