How to Upload Only Specified Masters from Tally to DMS ?

Posted on 2024-12-23

How to Upload Only Specified 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 available groups.

   - Identify the groups where the Tally user has specified DMS-related masters. These groups will contain the ledgers and stock items relevant for DMS.



2. Open FA TallyConnector Software

   - Launch FA TallyConnector software and go to: Top Menu → File → Custom Master.

   - A list of Tally groups will be displayed. Select only the groups containing the ledgers and stock items required for DMS.

   - Proceed with the upload process.


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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