How to upload Masters From Tally to DMS?

Posted on 2024-12-23 Updated on 2024-12-23

How to Upload Ledger & Stock Item Masters from Tally to DMS


1. Check Masters in Tally

   - Open Tally and navigate to: Display → Statement of Accounts → Statistics (Shortcut Key: D+S+S) to view the number of masters available.


2. Open FA TallyConnector Software

   - Go to the FA TallyConnector software dashboard.

   - Ensure all settings are configured as per the instructions in  How to Start FA TallyConnector Software?


3. Upload Masters

   - Click on the Upload Master Check option in the dashboard.

   - Then, click the Start button to begin the upload process.

   - To monitor the background process, open the log from the top menu.



4-Check uploaded Masters in DMS


     goto DMS dashboard ----> Menu ---> My Master data ---->  Tally Mapping 



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