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How to import products data from Swipe to Tally
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How to import products data from Swipe to Tally

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, products and services are collectively referred to as “Stock items”.

Step 1: Go to Swipe integration.

Launch your tally software and click on "Swipe Integration" which is under the Utilities section of “Gateway of Tally”.

go to swipe integration

Step 2: Import Stock Items.

Now, click on “Import Stock Items” under the Masters section. 

Please wait until the data is fetched from Swipe. 

click on import stock items

Step 3: Check the Error List. 

After fetching the data, a preview page appears, displaying the product details. 

To review any errors, hover over the 'Show Error List' option at the top right corner of the screen or press the F3 key on your keyboard".

click on show error list

Please follow the steps below to resolve the issue. 

For the error “Unit Doesn’t Exist”: Click on the “Import Unit” option present at the top right corner of the screen or press the F4 key on your keyboard. 

click on import unit

Now, click on the “Yes” option from the pop-up to confirm the action.

click yes to import units

Congratulations! You have successfully created or altered units and a pop-up appears at the bottom of the screen informing the screen. Press any key to continue. 

new units imported successfully

For the error “Category Doesn't Exist": Click on the “Import Category” option present at the top right corner of the screen or press the F5 key on your keyboard. 

error category doesn't exist

Now, click on the “Yes” option from the pop-up to confirm the action.

click on yes to import categories

Congratulations! You have successfully created or altered categories and a pop-up appears at the bottom of the screen informing the screen. Press any key to continue. 

categories imported successfully

Step 4: Import the data. 

Click on the “Import Stock Items” option present at the top right corner of the screen or press the F3 key on your keyboard. 

click on import stock items

Congratulations, You have successfully imported products data from your Swipe account to your Tally account and a pop-up appears at the bottom of the screen informing the same. 

products imported successfully

Press any key to continue.   

stock items imported successfully

Not yet available on Android