Data import
Bring your data from whatever you use today
The hardest part of changing software is not learning new screens. It is the years of parties, balances, items and bills sitting in the old one. LalaJi imports Tally and BUSY data today, and Excel templates cover items, parties and invoices. For everything else, an AI import that reads the file your current software gives you is launching next.
Still deciding whether to move off Tally? Read TallyPrime vs LalaJi ERP first. This page is about moving your data once you have decided.
Your data comes across today. Tally, BUSY and Marg shortcut presets for the desktop app's Classic mode are launching next; this is our test build.
Where are you coming from?
What works today, and what the AI import adds when it launches.
TallyPrime / Tally.ERP 9
Works todayExport the company as XML and upload it. Parties with opening balances, items with HSN and GST rates, units, and sales and purchase vouchers come across.
TallyPrime vs LalaJi โBUSY
Works todayUpload the BUSY data export. Masters and sales and purchase vouchers come across the same way as Tally.
Excel or Google Sheets
Works todayFill our templates for items, parties and sales and purchase invoices. With the AI import, you will be able to upload your own sheets as they are.
Marg ERP
AI import, launching nextUpload the export files from Marg and the AI import will map parties, items, batches and bills to LalaJi.
Vyapar, Zoho Books and others
AI import, launching nextMost billing apps export to Excel, CSV or XML. The AI import will work out what is inside and map it to LalaJi.
Your own custom software
AI import, launching nextIn-house systems usually export to CSV, Excel or a ZIP of reports. Those are exactly the files the AI import is being built for.
How the AI import will work
No column mapping by hand, and no guessing what got imported.
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1
Upload what you have
A ZIP, an XML export, or Excel and CSV files from your current software. You will not need to clean them first.
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2
See what is inside
Before importing anything, a plain summary: how many parties and items, the date range of invoices, total outstanding, and anything that could not be read.
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3
Check how it maps
The AI matches your fields to LalaJi: party names, GSTINs, HSN codes, units, batches and balances. You correct any match before going ahead.
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4
Import and compare
Nothing is saved until you confirm. After import, you match the opening balances and stock against your old software's closing figures.
Before you go live, check these five numbers
Whichever software you come from, our onboarding team goes through this list with you. If all five match your old software on the cut-over date, you can switch with confidence.
- Total receivables, and the outstanding of your ten biggest parties
- Total payables to suppliers
- Stock quantity of your top items, in each godown
- Cash and bank balances on the cut-over date
- GSTINs and state codes of your registered parties
Pick a clean cut-over date, such as the first of a month, and bring in each party's balance on that date. Keep your old software for looking up older records.
FAQ
Questions about switching
Which software can I import from today?
Tally (XML export) and BUSY (data export), plus Excel templates for items, parties and sales and purchase invoices. Marg, Vyapar, Zoho Books and other software come with the AI import, which is launching next.
What comes across from Tally or BUSY?
Parties with opening balances, items with HSN codes and GST rates, units, and sales and purchase vouchers. Receipts, payments and journals are not imported, so pick a cut-over date and bring each party's balance on that date.
I use something else. What should I do now?
Talk to us. Our team can move your masters through the Excel templates today, and we will run the AI import with you once it launches.
Do I lose my old software's data?
No. Importing only reads your exported files. Your old software and its data stay as they are, so you can look up older records any time.
Is data import included in my plan?
Yes. Data import, and the AI import when it launches, is part of every plan at no extra cost.
TallyPrime, Tally.ERP 9, BUSY, Marg ERP, Vyapar and Zoho Books are trademarks of their respective owners and are named here only to describe the files LalaJi ERP can import. LalaJi ERP is not affiliated with, sponsored by or endorsed by any of them.
Plan your switch with us
Tell us what software you use today and how many years of data you have. We will tell you exactly what comes across and how long it will take.
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