Migrate from TallyPrime to Dolibarr ERP

Each TallyPrime Company maps to either a separate Dolibarr instance or the Multi-Company module (paid module). We extract the Company name, GSTIN, base currency, and fiscal year configuration from Tally's export and recreate them as Dolibarr Setup parameters. If multiple TallyPrime companies share a single GSTIN, we consolidate into one Dolibarr instance with separate third-party and accounting sets.

TallyPrime Ledgers map to Dolibarr Accounting Account records (plan_comptable table) for financial ledgers and to Bank Accounts (accountingaccount) for cash and bank ledgers. We preserve the ledger hierarchy (group and primary), GST classification (GST registration type, RCM applicability), mailing details, and opening balance. Tally ledger types (Sales, Purchase, Debit/Credit Note, etc.) map to Dolibarr account types ( receivable, payable, stock, expenses, revenue).

TallyPrime Vouchers map by type to Dolibarr objects: Sales Voucher to Customer Invoice, Purchase Voucher to Supplier Invoice, Receipt Voucher to Bank Transaction (paiement), Payment Voucher to Bank Transaction, Contra Voucher to Internal Bank Transfer, Journal Voucher to Manual Journal Entry. We sequence voucher export by date, apply a cutoff-date filter, and import in chronological order so that opening balance vouchers are confirmed before transaction vouchers reference them. Narration and voucher numbers migrate as reference fields.

TallyPrime Stock Items map to Dolibarr Products with the stock module enabled. HSN/SAC codes migrate to a custom product field (customcode or customfields), opening quantity and rate map to Dolibarr stock_warehouse records, and the stock item's unit of measure (UoM) maps to the Dolibarr unit field. If the TallyPrime item has a BOM, we map it to Dolibarr's Manufacturing module product variant structure.

TallyPrime Godowns map to Dolibarr Warehouses. We export the godown-stock mapping (each stock item's quantity at each godown) and create corresponding warehouse-stock records in Dolibarr. If the destination uses a single warehouse, we aggregate godown quantities. Godown aliases and addresses migrate as warehouse description and contact fields.

TallyPrime Parties map to Dolibarr Third Parties. GSTIN, PAN, mailing address, contact name, phone, email, credit limit, and outstanding receivables/payables migrate to Dolibarr thirdparty fields. We create separate Third Party records for each Party in TallyPrime and set the type (Customer, Supplier, or Both) based on whether the party appears in Tally sales or purchase vouchers. Opening receivable and payable balances migrate as separate Journal Entries against the mapped party account.

TallyPrime Cost Categories and Profit Centers are internal segmentation tools for segment-wise P&L. These map to Dolibarr Projects when the Project module is enabled. Each TallyPrime Profit Center becomes a Project in Dolibarr; vouchers tagged to a Profit Center are linked to the corresponding Project via the Project ID field on the migrated invoice or journal entry. If the customer does not enable the Project module, Cost Centers map to accounting dimension filters on reports.

TallyPrime fixed assets tracked via stock items with Track-as-Asset flag map to Dolibarr Asset module records. We export the asset register (description, original value, accumulated depreciation, depreciation book, and current book value) and create Asset records with the corresponding depreciation schedule in Dolibarr. If Dolibarr's Asset module is not enabled, we create nominal ledger entries for asset and depreciation accounts.

TallyPrime Budgets define periodic or YTD control values against ledgers. If the customer enables Dolibarr's Project module with budget tracking, we migrate budget records as Project budgets linked to the corresponding accounting accounts. Otherwise, we document the budget structure as a reference spreadsheet for manual entry into Dolibarr's accounting module or a reporting tool.

TallyPrime UoMs map to Dolibarr Units. Compound UoMs (e.g., 'dozen boxes') are split into component units in Dolibarr or stored as a label in the unit name field. The full UoM list is exported and created in Dolibarr before product import so that product-unit references resolve correctly.

TallyPrime multi-currency definitions and historical exchange rates from voucher logs migrate to Dolibarr's multi-currency table. Each currency code is created in Dolibarr Setup, and exchange rates are stored as dated rates. For vouchers with foreign currency amounts, the converted base-currency amount and exchange rate are preserved in Dolibarr's devise field on invoice lines.

TallyPrime custom Voucher Types (with numbered series, print layouts, and approval configurations) are documented as Dolibarr document templates or ECM records. Numbering sequences migrate as Dolibarr sequences (using the model_number or $conf->global->INVOICE_NUMBERING_MODEL). Custom print layouts are not migrated as PDF templates; we deliver a written specification for the customer's admin to configure in Dolibarr's document template editor or via a Dolistore template module.

GSTR-1, GSTR-3B, e-Invoice JSON, and e-Way Bill data from TallyPrime are carry-forward records that reference the GST portal as the authoritative source. We migrate the GSTIN-linked party data, ITC opening balance (as a ledger opening balance in Dolibarr), and the last-filed-period reference numbers as a custom field record. The GST portal maintains the authoritative filing history; Dolibarr has no native Indian GST module, so we recommend a third-party GST filing integration (such as ClearTax, TallyGlow, or a similar tool) post-migration.

TallyPrime bank ledgers (with IFSC codes, account numbers, and cheque printing configuration) map to Dolibarr Bank Accounts. Cheque numbers, dates, and reconciliation status from Tally vouchers migrate as Bank Transaction reference fields. We import reconciliation data as confirmed (reconciled) or pending transactions depending on the voucher date relative to the cutoff date.