Learn How to Export Tally Data from SwilERP Software

Export Data for Tally

How to Export Tally Data from SwilERP Software


Basic Information

SwilERP features the option for their users to export vouchers for tally. Users can export the data from SwilERP to do accounting in tally. The voucher is a supporting document for accounting. And the Master data will help you find every master of accounts. To import the voucher in tally, you need to export the voucher file in XML format. With SwilERP, you can easily export the voucher data by selecting parameters. But first, you have to export masters data and then export the vouchers with the same selected date range. Users can find this option from Import/ Export Data section in system form.

This option allows you to Tick or Untick few details that you want to include or exclude in the exported data. As below written:
  1. Master: Users select the master option to include all masters detail in the exported data.
  2. Location with account and group: Always tick-mark on this option to include location wise details.
  3. Closing stock value: When you tick-mark on this option, the closing stock value will include.
  4. Opening balance: When you tick-mark on this option, the opening balance will include.
  5. Alias with customer A/c: If you want alias detail, then tick-mark on it.
  6. Exclude bank vouchers: If you want to exclude bank vouchers then tick-mark on it.

  Start with Login in SwilERP dashboard to initiate the process

  1. Go to the System> Import/ Export> Import Patient Opening Balance
Reference image:

Import Patient Opening Balance

How to Export Data for Tally

After that, you will see Export/Import Data window. Follow the below-mentioned steps to initiate the process:

Step:1) Export Master Data
  1. In the next slide will appear a new Import patient opening balance window.
  2. Go to the Transaction section and click on the Export for Tally option.
  3. Select the Given Options to include them in the exported file. (Information regarding these options is given at the starting of the article)
  4. To export the master data it is mandatory tick mark on the Master option.
  5. Select the Rupees symbol from the given options. (Select the rupees symbol as per tally)
  6. Select the Date Range "From" to "To" in which in you want to export the Masters. (Only the selected date range data will be exported)
  7. Users can also Regenerate Closing Stock for the given dates by clicking on it.
  8. Click on the Export for Tally option to export the file into XML format.
  9. Select the option between Summary and Detail in which you want to export the Master Data.

Note: To export the Master Data you have to tick-mark on the "Master" and "Location with A/c and Group".

As shown in the below-given image:

Export Data for Tally


  1. Press OK to continue.
  2. After that, a pop-up window will appear to select the file path to save it.
  3. Enter the File Name and Save the file in your selected path.

As shown in the below-given image:


file path


  1. After saving the file in your system.
  2. You will get the "Data Exported Successfully" message in the next slide.
Reference image:

Data Exported Successfully


Step:2 Export Vouchers Data

After exporting master data now you have to export the Voucher Data. For this follow the below-mentioned steps.
  1. Follow the same process as written in "step 1", but the only thing you have to do is untick the Master option.
  2. Click on the Vouchers Type option and tick mark on the voucher by applying a filter on it.
  3. Select same Date Range as same you selected while exporting the master data.
  4. Now, export the data by clicking on the Export For Tally option.
Reference image:

Export Vouchers Data

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