Tally to ERPNext
migration, done right.
A scoped Tally to ERPNext migration: assess data and integrations, validate balances and stock, then cut over with agreed sign-off and fallback controls.
For businesses whose stock, orders, branches or teams have outgrown Tally: masters and balances reconciled to your books, GST set up, and Tally kept as a read-only archive.
Everything that matters, reconciled.
Done only when ERPNext ties out to your Tally books.
Masters
Customers, suppliers, items and the chart of accounts, mapped into ERPNext.Opening balances
Ledger and stock balances reconciled to your Tally trial balance.Transaction history
History is assessed by reporting, tax and audit needs. It may be imported selectively or retained in Tally as a read-only archive.GST & compliance
GST tax templates, e-invoicing (IRN + QR) and e-way bills configured for India.Integrations
Bank feeds, payments, customer channels, notifications and analytics connections are inventoried and validated after cutover.You own the stack
On infrastructure you control — source, data and runtime stay yours.A phased cut-over, with defined controls.
The plan defines validation, sign-off owners, a read-only or parallel-run approach and rollback criteria before the cutover date.
1 · Assessment
Your Tally setup, data volume and processes, scoped in a written plan.- Data audit
- Process mapping
- Scoped plan + estimate
2 · Migrate & reconcile
Masters, balances and history migrated, then reconciled until they tie out.- Masters + balances
- History import
- Trial-balance reconciliation
3 · Parallel run & go-live
Optional parallel run, key-user training, then cut-over with support on the thread.- Parallel-run option
- On-site training
- Go-live support
Designed around the workflow in scope.
This page describes a reference approach, not an automatic bundle. We agree the systems, record ownership, interfaces, approvals, delivery gates and handover before implementation. Published outcomes are used only where their client-approved basis is clear.
Open-source ERP, owned by you.
We assess ERPNext as an operational core and document the customer, channel, analytics and automation connections that need to be rebuilt or retained. Delivery scope and ownership terms are confirmed in writing.
Talk to usEstimate your ERPNext migration cost & timeline
Zero licence fees — ERPNext is open source. First-year total = implementation + 12 months hosting + AMC. Indicative; a 30-min audit gives an exact quote.
Tally to ERPNext migration — FAQs
Not sure you should move at all? See Tally: connect it, move off it, or stay.
See the work, then try it
Case studies
All case studiesSee it live
An online order, start to finish
A shop order is picked, shipped, billed and paid, and nobody types it twice.
Sales Order → Pick List → Delivery Note → Sales Invoice → Payment Entry
The supplier's bill, matched and paid
The bill arrives in the portal, matches the order and receipt, and is paid.
Purchase Invoice → Payment Entry
An unpaid invoice gets collected
An overdue bill flags itself, a reminder goes out, and the payment matches on its own.
Sales Invoice → Dunning → Payment Entry