Data Transfer With Conversion

Data Transfer & Conversion makes it easier to move business transactions from one Tally company to another while intelligently handling the dependent masters and required voucher conversions.

The tool is designed for scenarios where the source and destination companies remain open, allowing entries to be transferred without manually recreating the transactions and related masters.

• Transfer Entries Between Companies – Transfer selected business transactions from a source company to a destination company.
• Transfer Dependent Masters – Bring along the masters required by the transferred entries.
• Voucher Conversion – Convert vouchers into the appropriate voucher type while transferring.
• Configurable Conversion Rules – Configure how vouchers and masters should be mapped between the source and destination companies.
• Open Company Workflow – Designed to work with both source and destination companies kept open during the transfer process.
• Designed for Controlled Data Migration – Useful for company restructuring, branch transfers, data consolidation and other controlled migration scenarios.

Example conversions include:

• Sales → Purchase
• Delivery Note → Receipt Note
• Payment → Receipt
• Other voucher conversions based on configured rules

Note: Conversion options, master mapping and transfer capabilities can be configured according to the specific business requirement.