Migrate from Tally Prime to Dolibarr ERP

Tally Ledgers are the atomic account records in the chart of accounts. We export Ledgers via Tally XML template with opening balance, closing balance, mailing address, and GSTIN fields, then create corresponding Dolibarr third-party or accounting account records depending on the Ledger type (sundry debtor maps to customer third-party; sundry creditor maps to supplier third-party; others map to accounting accounts in the plan comptable). Primary group assignments and the affects-reporting flag are preserved as account category metadata in Dolibarr.

Tally Groups define the hierarchy above Ledgers and carry a primary/affects-reporting flag. We map Groups to Dolibarr account categories in the accounting module, preserving the reporting-affects relationship so that the trial balance and financial statements aggregate correctly in Dolibarr. Groups that represent a collection of sub-ledgers (like Cost of Goods Sold or Direct Expenses) map to the equivalent heading in the target plan comptable.

Tally Parties with GSTIN, PAN, credit limit, and shipping/billing addresses map to Dolibarr Third Parties. Sundry Debtors become Dolibarr customers; Sundry Creditors become Dolibarr suppliers. GSTIN validation is performed against the GST portal API during pre-migration audit; any invalid GSTINs are surfaced for customer correction before import. Credit limit, payment terms, and bank details transfer to Dolibarr Third Party extra fields.

Tally's currency definitions and exchange rates map to Dolibarr's multi-currency setup. We export the active currencies and their most recent exchange rates and load them into Dolibarr's currency configuration. For businesses operating primarily in INR, the base currency is straightforward. Foreign-currency transactions from Tally (with realised and unrealised gain/loss entries) transfer as separate lines in Dolibarr's accounting entries.

Tally Sales Vouchers map to Dolibarr Customer Invoices (Facture client). Voucher number, voucher date, party reference, line items (stock item + quantity + rate), and tax breakdown (CGST + SGST or IGST) transfer as structured fields. Tally's GSTIN-linked party reference is resolved to the Dolibarr Third Party created during the Party import phase. Voucher number retention is agreed upon with the customer during scoping to avoid duplicate invoice numbering in Dolibarr.

Tally Purchase Vouchers map to Dolibarr Supplier Invoices (Facture fournisseur). The same field mapping applies as for sales vouchers, with the party reference resolved to the Dolibarr supplier Third Party. TDS deduction entries in Tally map to Dolibarr accounting entries linked to the invoice. Purchase invoice PDF attachments from Tally are not carried forward as native Dolibarr attachments unless the customer exports them separately.

Tally Payment vouchers map to Dolibarr bank and cash payment entries; Receipt vouchers map to bank and cash receipt entries; Contra vouchers map to internal transfer entries; Journal vouchers map to Dolibarr manual journal entries (Écritures comptables). We map Tally's debit/credit account references to Dolibarr debit/credit lines within each document, preserving the original voucher narration as the document note. Bank ledger references in Tally map to Dolibarr bank account records created during the Ledger import phase.

Tally's custom voucher type definitions (naming series, numbering prefixes, applicability to specific ledgers) map to Dolibarr's document type configuration. Each voucher type becomes a corresponding document model in Dolibarr's accounting module. Numbering series continuity is preserved where possible by setting Dolibarr's document sequence to start after the last Tally voucher number.

Tally Stock Items with UOM, opening quantity, rate, and HSN/SAC code map to Dolibarr Products with the stock module enabled. We create Dolibarr products in variant mode if Tally has multiple units of measure per item. HSN/SAC code transfers as a product extra field. Opening quantity and rate transfer to Dolibarr's stock warehouse initial stock entry. Stock item pricing from Tally price lists maps to Dolibarr customer-specific price lists.

Tally Godowns represent physical storage locations. We map each Godown to a Dolibarr Warehouse (Entrepôt). When Tally stores the same stock item at multiple godowns with different quantities, we create separate Dolibarr warehouse stock entries per location. Dolibarr's warehouse module must be activated in the Dolibarr Modules section before stock migration; this is a configuration step the customer performs with our guidance. Godown-level stock reports from Tally drive the per-warehouse quantity entry in Dolibarr.

Tally Cost Centres function like departments or cost pools for expense allocation. We map them to Dolibarr Projects with cost-tracking enabled, or to the internal cost centre feature if the Dolibarr accounting module's cost centre extension is activated. Tally does not enforce cost centre assignment on vouchers, so we flag any voucher with a cost centre reference and map it explicitly. Projects in Dolibarr provide budget-versus-actual tracking that has no direct Tally equivalent.

Tally Budget masters associate Groups or Cost Centres with period-based budget values. We map these to Dolibarr budget or forecast records where the Dolibarr accounting module's budget extension is active. Note that Dolibarr's native budget module has different data-entry mechanics from Tally's budget master; we provide a written budget mapping table during handoff so the customer's accountant can re-enter budget values in Dolibarr's preferred format.

Tally price lists associate stock items with party-type-based pricing (retail, wholesale, special). We map these to Dolibarr customer-specific price lists (Tarifs) attached to Third Parties. Where Tally price lists use quantity-breaks, we create Dolibarr price list lines with min/max quantity thresholds. Price-list conditional logic from Tally (such as date-effective pricing) is documented in the mapping notes for the customer's admin to configure manually in Dolibarr.