Note: The response time and overall functioning speed of data import are determined by your computer's processor, not by Swipe or Tally software.
In Tally software, Direct and indirect expenses are collectively referred to as “Journals”.
If you haven't made mandatory changes to your settings to import transactions, please follow the below steps. If you have already made mandatory changes, please skip to step 4.
Click on "Atler" which is under the Masters section of “Gateway of Tally”.
A new page appears. Here, click on “Voucher Type” under the Accounting Masters section.
Now, select the “Journal” option from the menu.
Change “Method of Voucher Numbering” to Automatic (Manual Override)
Type yes in the box next to "prevent duplicates”.
Now, press Control+A on your keyboard to save the settings and press “Esc” to go back to “Gateway of Tally”.
Go to "Swipe Integration" which is under the Utilities section of “Gateway of Tally”.
Click on the “Import Journal” option under the Masters section.
A pop-up appears. Here, enter the timeline of expenses you want to import and click Yes to confirm your action.
Please wait until the data is fetched from Swipe.
After fetching the data, a preview page appears, displaying the journal data.
To review any errors, please follow the steps below to resolve the issue.
For the error “Ledgers Doesn’t Exist”: Click on the “Import New Ledgers” option present at the top right corner of the screen or press the F4 key on your keyboard.
Congratulations! You have successfully imported new ledgers and a pop-up appears at the bottom of the screen informing the screen. Press any key to continue.
Click on the “Import” option present at the top right corner of the screen or press the F2 key on your keyboard.
Now, confirm your action by clicking on the “Yes” option from the pop-up.
Congratulations, You have successfully imported expense data from your Swipe account to your Tally account, and a pop-up appears at the bottom of the screen informing the same.
Press any key to continue.
