TALLY DATA MIGRATION FROM 7.2 TO 9

Introduction The Tally Data Migration Tool helps you upgrade from Tally 7.2 to Tally 9, by migrating Data and TCP (Tally Compliant Product) files. It also restores 7.2 backup files. You can also migrate Payroll data using the Tally Data migration Tool. Tally 7.2 data and TCP files cannot be used on Tally 9 unless you migrate them, for which you need to be a licensed user of Tally 9. Tally 6.3 users can also use the migration tool, which will rewrite the version to Tally 7.2 and then migrate the data to Tally 9. Tally Data Migration Tool The Tally Data Migration Tool works with the tally 9. exe and helps you migrate Tally 7.2 company data. It also helps you migrate Tally 7.2 TCP files. A brief explanation on Tally Data Migration and Tally 9 screen follows, as both screens open simultaneously during migration.

Migrate Company Menu The Migrate Company menu displays the following:

• Migrate Data
• Migrate TCP
• Restore 7.2 Backup

Migration Messages Pane The migration status displays in the Migration Messages Pane when the migration is in progress. Calculator Pane If errors occur during migration, then an error message displays in the Calculator Pane.

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Note: The Data Migration Tool is resource intensive. It is recommended that you close all other applications when you migrate Data or TCP files. If an interruption occurs during the migration process, the migrated or partially migrated data will be deleted and you have to repeat migration for the same.

Migrating Data from Tally 7.2 to Tally 9 For an existing 7.2 customer, the migration process takes place as explained below.

1. Click the tallymigration icon to start the migration
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
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
6. On selecting the company, the company is loaded
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   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
8. To continue with the migration, press Enter
9. Accept to migrate the selected company
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.
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    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.
13. On pressing any key, a Congratulations message appears as shown below
14. If errors occur during migration, they are displayed in red in the Migration Messages Pane as shown in the following screen.
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    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.
16. Now you can work on Tally 9 with the migrated data
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    Note: The migrated data will reside in the folder where it was at the time of migration.

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