Switching from Tally or Busy
You do not re-type your masters. You bring them in from CSV files, bring in an opening trial balance, and start from a cut-over date.
What moves
- Customers and suppliers, with GSTIN, address, state, credit limit and opening balance, by CSV import.
- Products, with HSN code, GST rate, units, prices and opening stock, by CSV import.
- Opening balances of your ledger accounts, through the opening trial balance import.
What stays in your old software
- Bills and vouchers dated before the cut-over date.
- Reports and returns of earlier periods.
Keep your old software, or a backup of it, for those records.
There is no one-click import from Tally or Busy today. The steps below use spreadsheet files that you export from your current software.
The steps
Choose a cut-over date
This is the date from which you bill in SG Works ERP. The first day of a month is the easiest.
Export your masters
From your current software, export customers, suppliers and items to a spreadsheet.
Fill the CSV templates
Download the import templates from the Customers, Suppliers and Products pages and put your data into them.
Import the three files
Customers, suppliers and products come in with their opening balances and opening stock.
Bring in the opening trial balance
Use your closing trial balance as on the day before the cut-over date.
Check, then start billing
Compare the opening figures with the closing figures in your old software before you make the first invoice.
How we help
We guide you through the opening setup on WhatsApp, using the CSV imports for customers, suppliers and products and the opening trial balance import.
We reply within 24 hours on business days.
Questions about switching
Can you import directly from Tally or Busy?
Not today. You export your customers, suppliers and products to a spreadsheet from your current software and bring them in with our CSV templates. Opening balances come in through the opening trial balance import.
Do my earlier years' entries move?
No. You start in SG Works ERP from a cut-over date with opening balances. Keep your old software, or a backup of it, for earlier records.
Who helps me with the setup?
We guide you through the opening setup on WhatsApp, using the CSV imports for customers, suppliers and products and the opening trial balance import.
Tally and Busy are trademarks of their respective owners. SG Works ERP is not connected with either company, and this page does not compare the products.
See it before you switch
Book a demo and bring your questions about the opening setup. We reply within 24 hours on business days.