How to Perform Tally Master Mapping with FieldAssist DMS Masters ?

Step 1- Upload Masters from Tally to DMS

First, upload the masters from Tally to DMS. (Refer to "How to Upload Ledger & Stock Item Masters from Tally to DMS" for guidance.)

The uploaded masters will be visible in the dashboard under: DMS → My Master Data → Tally Mapping.

Step 2 - Understand the Tally Mapping Dashboard

The Tally Mapping dashboard displays the following columns:

        Tally Name: Shows the name as it appears in Tally.

        Tally Code: The unique GUID of the respective Ledger/Stock Item from Tally.

        FA Name: Displays the name as it appears in FieldAssist DMS.

        FA ERP ID: The unique ID in DMS.

        FA ID: Used for mapping purposes.

        Status :  unmapped , Mapped, synced  

Step 3- Perform Mapping

For each Tally Name, identify the corresponding FieldAssist Name in the dropdown under the FA Name column.

Select the appropriate FieldAssist name to map the Tally record to the corresponding DMS record.

Complete Mapping for All Records

Repeat this mapping process for all known buyers, sellers, warehouses, and products.

Note:

The system performs auto-mapping based on GSTIN, phone number, or name similarity. If the spelling in Tally matches 90% with the FieldAssist names, the mapping will be done automatically.

If manual mapping is still challenging, the DMS backend team can provide the data in an Excel file. You can use this file to simplify the mapping process and upload it back to DMS with the help of the backend team.