Creating stock item masters manually in a new company can be time-consuming, especially when you need to configure stock groups, units, HSN/SAC details, GST rates, and opening balances for multiple items.
TallyPrime provides an easy way to import stock item masters using an Excel file and a customized import template, helping businesses reduce manual data entry and speed up their company setup.
What Details Can Be Imported?
Before importing, prepare your Excel sheet with the required item information, such as:
Stock Item Name
Stock Group
Unit
HSN/SAC Details
GST Tax Rate
Type of Supply – Goods or Services
Opening Quantity
Opening Rate
Opening Value
Applicable Date, wherever required
Make sure the required Stock Groups and Units are already created in TallyPrime and that the names in Excel match the names in TallyPrime.
How to Import Stock Items from Excel?
The basic process is:
Prepare your Stock Item master data in Excel.
Open your company in TallyPrime.
Go to Import and select Excel.
Specify the location of your Excel file.
Select the required worksheet.
Create or select an appropriate Stock Item import template.
Map the Excel column headings with the corresponding TallyPrime fields.
Select the required import behaviour, such as Modify with New, Combine with Opening Balance, or Ignore Duplicates.
Process the import.
Verify the imported stock items and GST details.
Why Use an Import Template?
If you regularly create new companies or migrate master data, an import template can save considerable time. Once the required fields are mapped correctly, the same template can be reused for future imports with similar Excel formats.
Important Points to Check
Before processing the import:
Ensure item names, groups and units are correctly entered.
Verify HSN/SAC details and GST rates.
Check opening quantity, rate and value carefully.
Use the correct GST applicability and effective date.
Ensure your Excel column headings match the fields used during mapping.
Always verify the imported masters and GST configuration after the import.
Simplify Your TallyPrime Setup with Shivansh Infosys
Importing stock masters through Excel can make the process of setting up a new TallyPrime company faster and more organized. With the right Excel structure and import mapping, large volumes of stock item data can be handled with less manual effort.
Need help with TallyPrime implementation, data migration, GST setup or customization?
Shivansh Infosys – Your TallyPrime Partner
📞 +91 84609 04467 | +91 63530 61867
🌐 www.shivanshinfosys.in
📧 info@shivanshinfosys.com