Marg to Tally Data Transfer: Two Routes and Checks (2026)

Quick Answer

To move Marg data to TallyPrime, export masters and transactions as XML, then import the masters first and the vouchers second.

Marg Care documents an export inside Marg that writes Master.xml and Daybook.xml. A converter can write the same kind of files from the Data folder. Compare the Profit and Loss account afterwards.

A change of accounting program is a one-way door for most firms. The old books must be read in full and the new ones must tie back to them, or the first audit after the move becomes a long one. Two routes lead into Tally, and they differ mainly in whether Marg has to be running.

Who Needs a Marg to Tally Data Transfer?

File orderMasters, then vouchers

Marg outputMaster.xml, Daybook.xml

CheckProfit and Loss match

Tally importAlt+O, Masters

Which fits your move? Each card jumps to the part you need.

Marg still opens on my PC

You can reach the Utilities menu and want the vendor route, with its prerequisites listed.

See the two routes →

I want the steps in order

You need the sequence from a copy of the folder to a checked company in Tally.

Follow the steps →

Tally shows exceptions

The import ran, but Tally reports ledgers or stock items as missing and you need to know which step to repeat.

Fix the errors →

Moving a company between two accounting programs fails in small ways: a master is missing, a return voucher has no ledger, a date range stops short. This guide lays out both routes and the checks that catch those faults before you rely on the new books.

Which Route Moves Marg Data to Tally?

There are two. The first is the one Marg Care documents and it runs inside the program, while the second reads the Data folder from outside and needs no Marg at all.

Which route should you choose? If Marg runs on every node and you can meet the prerequisites below, use the vendor export. If Marg is gone, the licence is no longer valid or the files are damaged, write the XML from the Data folder. The Tally import side is the same either way.

Point	Marg export to Tally	Convert from the Data folder
Needs Marg to open	Yes	No
Needs a Tally patch	Yes, per Marg Care	No
Needs export rights	Yes, in Control Room Setup	No
Output	Master.xml and Daybook.xml	Tally XML with masters first
Date range	Chosen before Proceed	Chosen before the run
Best when	Marg is healthy and licensed	Marg is old, damaged or removed

Marg Care's export article lists the prerequisites: close Marg on all nodes, update the Tally patch, use licensed TallyPrime and enable Export Power in Control Room Setup and for the user. Miss one and the export menu stays grey.

On the Marg side the export has three parts. Choose Export Marg to Tally and tick Masters and Transactions, add Include Inventory if stock is involved, then browse to a place for each file and enter the date range.

Limitations of the vendor route: Marg must run, every node must be closed and the two return ledgers need a manual step that is easy to skip.

How to Move a Marg Company into Tally Step by Step

These steps work for either route. Only the second step differs.

Copy the Marg folder and close MargShut the program down on every PC and keep a copy of the install folder on another drive.
Pick a routeUse Marg's own export when Marg opens and its Tally patch is current. Use a converter on the Data folder when Marg is old, damaged or gone.
Create the company in TallyMake a new company with the financial year and the features the books used, such as inventory.
Import the mastersIn Tally, open Import, choose Masters and give the path of the master file. Set the behaviour to modify with new data and take the backup Tally offers.
Import the vouchersOpen Import, choose Transactions and give the day book file. Import only after the masters are in.
Compare the Profit and Loss accountOpen the account in Marg and in Tally for the same dates. Check the Chart of Accounts and the Day Book too.

Do not skip the Voucher Definition step

Note: the vendor asks you to select only the Sales Return and Purchase Return ledgers in that step, because the target program lacks these two ledgers. Leave it out and return vouchers may arrive without a ledger to sit in, and you will find out from the Exceptions report rather than from a clean import.

Accountants move Marg masters and vouchers into TallyPrime, then check the trial balance. — Move masters before vouchers, then compare the trial balance and cash and bank totals.

How Does Tally Import the XML Files?

The import screens are the same for both routes. The vendor help page gives them as follows.

Stage	In Tally	Before you press Enter
Masters	Alt+O, then Masters	Give the path and set Import Behaviour
Back up	Choose Yes when asked	Takes a copy of the company data
Vouchers	Alt+O, then Transactions	Masters must already exist
Check	Chart of Accounts and Day Book	Compare counts with the old books

The help page also asks you to enable the same company features that were on when the data was exported. XML import works in all TallyPrime releases, while Excel arrived in release 4.0 and JSON in 7.0. For the wider picture read getting started with importing data.

Write Tally XML from a copy of the Data folder

Univik Marg Data Converter writes the masters file first and the vouchers after it, with a short import note.

Before the XML goes anywhere near Tally, the reader behind it has already tied the books: ledger debit and credit equalled the month postings in 100% of ledgers and group totals matched in 100% of groups, measured on 3 real Marg ERP 9+ companies.

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For Windows 11 and 10 PCs. Ten items per section can be saved for free. Converter page

After importing, confirm each item below before the old books are archived

The Profit and Loss account matches for the same dates
Cash and bank balances match the last printed report
The count of sales and purchase vouchers matches the old register
Stock quantities match for five items you pick at random
The Exceptions report in Tally is empty

Fix Common Marg to Tally Import Errors

1. Ledger not found

Do this: The voucher names a ledger that Tally does not hold. Import the masters again, then the vouchers. Tally lists the gaps in the Exceptions report; see Tally's import FAQ.

2. Stock item not found

Do this: Inventory was left out of the export. Run the export again with Include Inventory ticked and enable inventory in the Tally company.

3. The XML file is missing or empty

Do this: Check the folder chosen for each file and the dates. A range with no vouchers writes nothing for the day book.

4. Return vouchers have no ledger

Do this: Repeat the Voucher Definition step and pick only Sales Return and Purchase Return, as Marg Care directs.

Moving to BUSY instead? The Marg to BUSY guide covers that route. For a plain Excel copy read the Excel export guide.

Stuck on an import message? Contact our support team with the exact wording.

Questions About Moving Marg Data to Tally

Marg Care documents one route inside Marg. Open Utilities, choose Data Import/Export and run Export Marg to Tally for masters and transactions. It writes Master.xml and Daybook.xml. Import the masters first in Tally, then the day book.

Marg Care gives the path as Reports, Management Report, Utilities, Data Import/Export, then Tally/Busy/Export/Import. Export rights must be switched on in Control Room Setup and for the user, or the option stays closed.

Not with the built-in route, because it runs inside Marg. Univik Marg Data Converter reads the Data folder directly and writes Tally XML with masters first. It needs no Marg install on the PC.

A voucher points at a master that Tally does not hold yet. Tally Help says vouchers need their masters in place first, and missing ones show up in the Exceptions report. Import the masters again, then the vouchers.

Masters first. Tally Help states that masters must exist before vouchers can import. Marg Care follows the same order, with Master.xml first and Daybook.xml second.

Marg Care tells users to select only these two ledgers in the Voucher Definition step, because Tally does not hold them as separate ledgers. Skipping the step can leave return vouchers without a matching ledger.

The vendor compares the Profit and Loss account in the old books with the one in the new. Tally Help adds the Chart of Accounts and the Day Book or Sales and Purchase registers as checks.

Yes. The free copy writes 10 items per section so you can test a small slice. A licence removes that cap. The three prices are $99 and $199 and $599 for Personal and Technician and Forensics. Two PCs are covered per licence and a money-back request is accepted within 30 days.

Leena Taylor Paul

Univik staff added the product notes. The export steps come from Marg Care and the import steps from Tally Help, both read on October 12, 2026. The comparison table and the checks are ours.

Pages we read: Marg Care guide to the Tally export · Tally Help guide to XML import · Tally Help import FAQ

Marg to Tally Data Transfer: Two Routes and Checks Masters first, vouchers second and a Profit and Loss match at the end