🧭 Moving from Tally: masters, opening balances and going live

Intermediate · 15 min · Getting started

Bring your masters (products, customers, suppliers) and opening balances from Tally into Stockivio with Import data, check them against Tally, and go live on a clean date.

Why and when you use it

Switching software is risky only when balances do not match. If you pick a cut-off date, bring masters in first, then opening balances, and tick them off against Tally's own reports, you start in Stockivio with figures your CA can trust. This is a job for the owner and accountant together, usually at the start of a month or quarter.

Before you start

  • Complete Business Setup
  • Agree a go-live date with your CA (start of a month is easiest)
  • Close the books in Tally up to the day before go-live

Step by step

  1. Pick a go-live dateChoose a date such as 1 Dec 2026. Everything before it stays in Tally; everything from that day is entered only in Stockivio.
  2. Take Tally's closing figuresFrom Tally, note the closing stock by item, each customer's and supplier's balance, and the totals, as on the day before go-live.
  3. Import products with opening stockIn Import data, download the products template, fill item names, units, GST rates, prices and opening stock, upload, check the preview and confirm.
  4. Import customers and suppliersUse the customer and supplier templates (or the Tally / Zoho route) with GSTIN, state and opening balance. Check the preview and confirm.
  5. Check the mastersOpen Inventory and compare the Stock column with Tally. Open Customers and Suppliers and compare the Opening Balance and Opening Bal. columns.
  6. Check the totalsOpen Receivables and compare total outstanding with Tally's debtors. Run the Stock Valuation report in Reports and compare with Tally's closing stock.
  7. Run a health checkOpen Stockivio Health Check to see whether anything in your data or settings needs fixing.
  8. Go liveFrom the go-live date, raise every invoice, bill and payment in Stockivio only. Stop entering vouchers in Tally for dates after the cut-off.

Worked example

Patel Engineering Works, a small manufacturer in Rajkot, Gujarat, decides to move from Tally on 1 Dec 2026. Tally shows closing stock ₹8,40,000, debtors ₹6,15,000 across 42 customers and creditors ₹3,90,000 across 18 suppliers on 30 Nov 2026.

  1. Export the item list and closing stock from Tally and paste it into the products template; upload 310 items and confirm after checking the preview.
  2. Paste the 42 customers with GSTIN and opening balances into the customer template; upload and confirm.
  3. Paste the 18 suppliers with opening balances into the supplier template; upload and confirm.
  4. In Customers, add up the Opening Balance column: ₹6,15,000, matching Tally.
  5. In Reports, run Stock Valuation: ₹8,40,000, matching Tally.
  6. One supplier shows ₹12,000 too much; the accountant corrects that supplier's opening balance.
  7. On 1 Dec 2026 the first sales invoice is raised in Stockivio.

Result: Stockivio starts with the same stock, debtors and creditors as Tally's closing position, and from 1 Dec all GST reports come from Stockivio.

💡 Tips

  • Bring masters first and opening balances second; balances need the party to exist.
  • Keep Tally available read-only for past-period queries and old returns.
  • Tell staff the go-live date in advance so nobody enters a bill in both systems.
  • Ask your CA to sign off the matched totals before you start billing.

⚠️ Common mistakes

  • Bringing in opening stock and then also entering old purchase bills for the same goods, which doubles stock.
  • Choosing a go-live date in the middle of a GST return period without telling your CA.
  • Not matching totals, then discovering a gap months later.

सवाल

Should I bring old invoices from Tally?

Usually not. Bring closing balances only, and keep old invoices in Tally. Ask your CA if you have a specific need.

What if a customer's bills are partly paid?

Bring the net amount still owed as that customer's opening balance.

🎬 Video walkthrough (script — recording coming soon)
  1. Scene 1: Show the chosen go-live date and Tally's closing figures on paper.
  2. Scene 2: Fill and upload the products template; check the preview.
  3. Scene 3: Upload customers and suppliers with opening balances.
  4. Scene 4: Compare Opening Balance totals in Customers with Tally.
  5. Scene 5: Run Stock Valuation in Reports and compare.
  6. Scene 6: Open Stockivio Health Check.
  7. Scene 7: Raise the first invoice dated on the go-live date.

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