Customer & vendor records
Review names, contact details, identifiers and duplicates before mapping records.
TALLY TO ZOHO MIGRATION
Your next chapter.
Built on data
you can trust.
Move from Tally with a clear plan for your records, opening balances and everyday workflows. We help you assess, map, transfer and validate the agreed data before you go live.
Plan my migration ↗MIGRATION BLUEPRINT / ILLUSTRATION
TallyFIELD MAPPINGZoho
Party recordsContacts
Account ledgersAccounts
Item recordsItems
Agreed balancesOpening balances
Illustrative mappings. Final treatment depends on your source data and selected Zoho setup.
01 / AGREE WHAT MOVES
A defined scope.
Before the first import.
We review the source records and destination requirements together. Each category is assessed before it becomes part of the migration scope.
Accounts & balances
Agree the account structure, opening date and balances to be carried forward.
Items & stock
Assess item masters, units and stock information where inventory is in scope.
Outstanding transactions
Define the treatment of unpaid invoices, bills and associated balances.
Historical transactions
Agree the period and transaction types required, subject to export and import feasibility.
Reports & source backups
Identify the reference reports and source backups needed for checks and handover.
02 / VALIDATE THE MOVE
Imported is a step.
Reconciled is the goal.
We compare the agreed source reports with the migrated results, review exceptions and work through differences with your team before sign-off.
Discuss your data ↗RECONCILIATION WORKSPACE / ILLUSTRATION
CONTROL CHECKREVIEW
Record completeness
Opening balances
Receivables & payables
Stock, where included
Compare → Investigate → Resolve → Sign off
Illustration of the review process, not live migration results.
03 / YOUR MIGRATION JOURNEY
From current records
to everyday use.
A staged approach with agreed responsibilities and review points.
Assess & plan
Review the Tally setup, available exports, required history and target Zoho organisation.
Prepare & map
Agree the fields, clean up identified issues and define the import sequence.
Transfer & reconcile
Transfer the agreed data and compare results against source reports.
Test & approve
Have users test everyday scenarios and review unresolved exceptions.
Cut over & support
Agree the final transfer window, train users and hand over the support plan.
CUTOVER PLAN / ILLUSTRATION
SOURCE SYSTEMTallyAgreed final entry point
Controlled handover
NEW WORKSPACEZohoApproved opening position
04 / PREPARE YOUR PEOPLE
A planned switch.
A prepared team.
We agree when entries stop in the source system, how the final data is handled and who approves the new opening position. User training focuses on the workflows your team will use after launch.
05 / GET READY FOR DISCOVERY
Bring the context.
We’ll help plan the move.
For the first discussion, tell us what you use today and what you need next.
Your current setup
Tally version, number of companies, users and any connected tools.
Your data requirements
Required financial periods, approximate volumes and inventory needs.
Your target & timeline
Preferred Zoho apps, target start date and the team responsible for review.
MIGRATION QUESTIONS
Know what to expect.
Can all our Tally data be migrated?
We assess the source data, export options and destination requirements first. The supported records, historical period and any exclusions are confirmed in the agreed scope.
Do we have to migrate every historical year?
No. We discuss whether you need historical transactions or a defined opening position with outstanding records. The approach depends on your reporting and operational requirements.
Will our existing data be changed?
We plan the transfer using agreed exports and reference backups. Any source cleanup is discussed with your team. Retaining your source records is part of the handover planning.
How are balances checked?
We agree the source reports and validation criteria, compare them with the destination results and record differences for review before sign-off.
How long will migration take?
The schedule depends on data quality, volumes, history, integrations and the time needed for user review. We propose a timeline after assessment.
Is training included?
Training and post-migration support are defined in the engagement scope, including the users, workflows and support period covered.