Migrating Data from Tally 7.2 to Tally 9

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For an existing 7.2 customer, the migration process takes place as explained below.

1.Click the tallymigration icon to start the migration.

Tally Data Migration Tool_Migrating Dataexe

2.Tally Data Migration and Tally 9 start simultaneously, in separate screens.
3.As soon as Tally 9 is loaded, the message ‘Ready for Migration’ displays in the Migration Messages Pane.

Migrateinitial

4.Click the Migrate Data option to select the company whose data is to be migrated from Tally 7.2 to Tally 9.
5.Specify the data path in the Directory field.

migratedata_selection

6.On selecting the company, the company is loaded.

Note: If you have placed the data to be migrated from Tally 7.2 to Tally 9 in the Tally 9 folder, you have to only specify the path and need not select the company.

7.If the company selected has Payroll data, the following screen appears.

MigratingPayroll_postmigration note

8.To continue with the migration, press Enter.
9.Accept to migrate the selected company.

Migrate_Initializing

10.In the Migration Information screen on the left hand side, you can view the Types of Masters and Vouchers to be migrated from Tally 7.2.
11.During the migration from Tally 7.2 to 9, the status of the migration appears in the screen on the right hand side, which displays the number of Masters and Vouchers that have migrated to Tally 9.

Migrating Status

Note: As certain voucher types and units have been removed from Tally 9, there will be a difference of 3 in the total number of Voucher Type Masters and 1 in the number of Unit Masters.

12.When the migration is complete, an Information pop-up message appears as shown below.

migrateCheck_Statistics

13.On pressing any key, a Congratulations message appears as shown below.

Migrate Company Successful

14.If errors occur during migration, they are displayed in red in the Migration Messages Pane as shown in the following screen.

Tallydatamigration_Error

Note: If an error “The Cost Centre 'ABC' does not belong to the Category 'XYZ' appears during migration, rewrite Tally 7.2 data with Tally Data Migration Tool using Ctrl + Alt + R and then migrate the data to 9.

15.The migrated companies are saved in the Tally 7.2 data folder. The migrated data is prefixed with a ‘0’ and appears as a 5 digit number as shown.

Tallydatamigration_data folder

16.Now you can work on Tally 9 with the migrated data.

Note: The migrated data will reside in the folder where it was at the time of migration.

Caution:

If you try to migrate a company that has already been migrated from 7.2 to 9, you will get a warning message as shown below.

Tallydatamigration_warning

Changes that occur after successful migration process are:

The Payroll Deduction ledgers created under the group Duties and Taxes in Tally 7.2, after migration will become a Pay Head grouped under Current Liabilities in Tally 9.
The Payroll Deduction ledgers created under the group Direct or Indirect Expenses in Tally 7.2, after migration will become a Pay Head grouped under Current Liabilities in Tally 9.
The Payroll Deduction ledgers created under the group Loans & Advances (Assets) in Tally 7.2, after migration will become a Pay Head grouped under the Pay Head Type Loans and Advances in Tally 9.
Any Attendance Type created with unit Mth will appear prefixed with ATTD- followed by the name of the Attendance Type.
If you have migrated data containing attendance entries for the current month, whose Payroll is yet to be processed, those entries will become Production Type Entries. So it is suggested that you re-enter the attendance entries for the current month after migration and then process the Payroll.
After migration, by default the Attendance Types will change to Production Types and therefore the YTD details will not be retained. All migrated Attendance types will be pre-fixed by ATTD-

Follow the procedure to display the accurate YTD details in the Payslip:

1.To generate a Payslip with YTD Details for any of the earlier months:
oCreate/Alter the Attendance Voucher for the respective month
oSelect the Employee
oTo Nullify YTD details, select the ATTD- prefixed Attendance Type and enter the Cur Bal value with a negative sign in the Value field.
oSelect the Employee and the Attendance type
oEnter the Cur Bal amount as the Value and Accept the Voucher
2.To generate a Payslip with YTD Details from the Current month onwards:
oCreate/Alter the Attendance Voucher for the previous month
oSelect the Employee
oTo Nullify YTD details, select the ATTD- prefixed Attendance Type and enter the Cur Bal value with a negative sign in the Value field.
oSelect the Employee and the Attendance type
oEnter the Cur Bal amount as the Value and Accept the Voucher.

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