Switch from Tally to ERP Software – Complete Guide

Why Businesses Are Moving Away from Tally

Tally has served Indian businesses well for accounting. But as businesses grow — opening new branches, adding more products, needing mobile access, requiring barcode billing — Tally's limitations become significant. More and more Indian businesses are switching to cloud ERP that provides everything Tally does plus the operational capabilities Tally lacks.

5 Signs You've Outgrown Tally

• You check sales by calling your shop manager — not from your phone
• Monthly stock audit takes days and results in discrepancies
• Staff at billing counter need accounting knowledge to use Tally
• Managing multiple branches means multiple separate Tally installations to reconcile
• Barcode billing requires separate POS software that doesn't sync with Tally

What Data Can You Migrate from Tally

• ✅ Customer master and ledger
• ✅ Supplier master and ledger
• ✅ Product/item master
• ✅ Opening stock quantities
• ✅ Opening balances for accounts
• ⚠️ Historical transactions — view-only in old Tally; not migrated typically

Step-by-Step Migration Process

Step 1: Export Master Data from Tally

Export your ledger list, stock item list, and opening balances from Tally. MILAAN ERP provides mapping templates to convert Tally export format to ERP import format.

Step 2: Clean and Verify Data

Review exported data for duplicates, incomplete GSTINs, incorrect HSN codes. Clean data before import — this is the single most important step for a smooth migration.

Step 3: Set Migration Date

Choose a financial period start (typically beginning of month or beginning of financial year) as your migration date. Enter opening balances as of this date in MILAAN ERP.

Step 4: Import into MILAAN ERP

Import your cleaned master data. MILAAN ERP's import validator flags any issues. Once validated, import runs in minutes.

Step 5: Parallel Run (Optional)

For the first 1–2 weeks, some businesses run both Tally and MILAAN ERP simultaneously to validate output consistency before switching completely.

Step 6: Go Live

From the migration date, all new transactions go into MILAAN ERP only. Tally is archived for historical reference but receives no new entries.

MILAAN ERP Migration Support

• Dedicated migration consultant
• Tally-to-ERP data mapping templates
• Data validation before import
• Historical data archival strategy
• Free migration assistance included in all plans