Migrating Tally7.2 data to Tally.ERP 9

Customers using Tally 7.2 have to execute the steps shown in order to upgrade their existing data from Tally 7.2 to Tally.ERP 9.

  1. Double click on the Tally72migration.exe

  2. Tally Data Migration and Tally.ERP 9 start simultaneously in separate screens

  3. As soon as Tally.ERP 9 is loaded, a message Ready for Migration appears in the Migration Messages Pane

  4. Select Migrate Data

  5. The Select Company for Migration appears

  6. Specify the data path, if required

  1. Select the required company from the List of Companies

  2. Incase the company selected contains Payroll data; Tally.ERP 9 prompts a message as shown:

  1. Press Enter to continue with Migration

  2. Tally.ERP 9 displays a message Continue Migration Yes or No

  1. Press Yes to start data migration from Tally 7.2 to Tally.ERP 9

  2. The Migration Information screen displays the Types of Masters and Types of Vouchers that need to be migrated from Tally 7.2

  3. Tally.ERP 9 displays a message Migrate Yes or No

  4. Press Y or click on Yes to proceed with migration

  5. During the migration process, the calculator pane of Tally.ERP 9 displays the number of Masters and Vouchers migrated to Tally.ERP 9

Note: Certain un-used Voucher Types are removed from Tally.ERP 9, hence there will be a mismatch in Voucher Type Master Statistics.

Employee Masters have been split into Employees and Employee Groups.

  1. On successfully completing the migration process, Tally.ERP 9 will display a message Migration Completed Check Statistics

  1. On pressing any key a Congratulatory message appears as shown:

  1. Errors that occur that during the migration process are displayed in the Migration Message pane in red color

Note: Incase of an error during migration, it is advised to rewrite the data by pressing Ctrl + Alt + R from the migration tool and then start migration of data to Tally.ERP 9.

  1. The migrated company data is stored in the default Tally.ERP 9 folder and prefixed with a zero. The company folder will appear as shown

Caution

Tally.ERP 9 will warn the user with a message as shown, when the user want to migrate the same company from Tally 7.2 to Tally.ERP 9 once again

Changes that occur after Successful Migration to Tally.ERP 9

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:

  1. To generate a Payslip with YTD Details from the Current month onwards:

  2. Create/Alter the Attendance Voucher for the previous month

  3. Select the Employee

  4. To Nullify YTD details, select ATTD- prefixed Attendance Type and enter the Cur Bal value with a Negative sign in the Value field

  5. Select the Employee and the Attendance type

  6. Enter the Cur Bal amount as the Value and Accept the Voucher

Additional Information

Once the migration of Data from Tally 7.2 to Tally.ERP 9 is completed, two important log files are created in the folder containing the tally72migration.exe.

migration.err

The migration.err file contains the errors, if any, which occur during migration.

migration.log

The migration.log file provides the user with the following migration details :

  1. Date of Migration

  2. The Name of the company opened for migration

  3. Migration Start time

  4. Time taken and the Migrate data information, i.e., Masters, Vouchers and Reports from Tally 7.2 to Tally.ERP 9

  5. Lists the number of errors, if any

  6. Migration End time

  7. The Migration tool closing 7.2 company ABC Company and Closed information of the migrated company