Perimattic
analytics

TallyPrime Excel Integration — Live Data, Not Exports

ERPPlugs is building a TallyPrime-to-Excel connector that will deliver live-linked spreadsheets refreshing directly from Tally — not static CSV exports. Vouchers, ledgers, stock data, and outstanding balances will update in Excel on a schedule you set. Sign up for updates to replace your export workflow.

Live-linked Excel spreadsheets that refresh from TallyPrime automatically — not static CSV exports you re-import every morning.

TallyPrime
Excel
5-minute setup30-day money backNo coding required
Overview

What this connector does

Every accountant in India knows the drill: export from Tally, open in Excel, clean up headers, run your formulas, and repeat the whole thing tomorrow. The upcoming TallyPrime Excel connector will turn that routine into a one-time setup. Your Excel workbooks will connect directly to live Tally data and refresh on a schedule — every 15 minutes, hourly, or on demand. Vouchers, ledger balances, outstanding receivables and payables, stock summaries, and cost centre data will flow into Excel tables that your existing formulas, pivot tables, and charts already reference. No more exports, no more stale data.

At a glance

Category
analytics
Capabilities
12
Synced data types
5
Setup time
~5 minutes
Architecture & Sync

How data flows and what gets synced

The bridge between TallyPrime and Excel, and the exact records that move across it.

Data flow
TallyPrime

TallyPrime

ERPPlugs

ERPPlugs Engine

Excel

Excel

What flows across
VouchersLedger BalancesOutstanding (Receivables/Payables)Stock SummaryCost Centres
Sync details
Data TypeDirectionFrequency
VouchersTallyPrime → ExcelEvery 15 min
Ledger BalancesTallyPrime → ExcelEvery 15 min
Outstanding (Receivables/Payables)TallyPrime → ExcelHourly
Stock SummaryTallyPrime → ExcelEvery 30 min
Cost CentresTallyPrime → ExcelDaily
How this connector compares

Alternative TallyPrime <-> Excel integrations available to Indian businesses, and where each fits.

ConnectorTypeExcel SupportTypical Capabilities
TallyPrime → Excel (Live)This pageNative ERP connector✓ NativeLive Excel tables connected to TallyPrime data, Auto-refresh on configurable schedule, Voucher data with full narration and reference fields
Tally Developer / TDL customizationIn-house Tally scriptingFull (developer required)—
Zapier + Tally + [target app]iPaaS bridge (no Tally-side native support)Partial—
Custom REST/CSV middlewareBespoke developmentFull (weeks to build)—
Manual CSV export/importSpreadsheet workflowManual only—
Capabilities

What's included

Everything this connector automates out of the box, no extra setup required.

Live Excel tables connected to TallyPrime data
Auto-refresh on configurable schedule
Voucher data with full narration and reference fields
Ledger balances with group hierarchy preserved
Outstanding receivables and payables ageing
Stock summary by godown and batch
Cost centre and profit centre data
Works with existing Excel formulas and pivot tables
Excel Online and desktop support planned
Incremental refresh for large datasets
Multi-company workbooks from a single bridge
Custom Tally field support
Why It Matters

Key Benefits

What changes for your team once this connector goes live.

Always-Current Data

Excel tables that refresh from Tally on a schedule.

No Export Routine

Eliminate the daily export-clean-import cycle.

Keep Your Formulas

Existing pivot tables and formulas just work.

Multi-Company Support

Pull data from multiple Tally companies into one workbook.

Free to Try

Try the TallyPrime → Excel (Live) Connector Free

Start with 1 connector and 100 transactions/month — no credit card required. See real data flowing between TallyPrime and Excel inside 5 minutes.

Compliance & Setup

Compliance-ready. Live in minutes.

What you get out of the box for statutory compliance — and the exact steps to go live.

Setup in Minutes

1

Install Bridge App

Download and install the ERPPlugs bridge on your TallyPrime machine.

2

Install Excel Add-in

Add the ERPPlugs add-in to Excel from the Office Add-ins store.

3

Select Data Tables

Choose which Tally data to pull into your workbook as live tables.

4

Set Refresh Schedule

Configure auto-refresh interval and start working with live Tally data.

7-Day Free Trial

Start free for 7 days — no credit card required

Connect your ERP and start syncing in 5 minutes. Try ERPPlugs free for 7 days — no commitment, no payment details, cancel anytime.

  • Full access to all 150+ ERP connectors
  • Real-time data sync across every integration
  • No credit card required to start
  • 7 days, cancel anytime — no long-term commitment
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Explore More

Docs, guides, and other ways to get more out of TallyPrime.

Answers

Frequently Asked Questions

Tally's built-in export creates a static CSV or Excel file that is a snapshot at the moment of export. The ERPPlugs TallyPrime Excel connector will create live-linked Excel tables that refresh automatically from TallyPrime on a schedule. Your formulas, pivot tables, and charts will always reference current data without any manual re-export.

The ERPPlugs TallyPrime Excel connector is currently in development. Sign up to be notified as soon as the connector is ready for onboarding.

Support for both Excel desktop and Excel Online is planned. The initial release of the ERPPlugs TallyPrime Excel connector will focus on Excel desktop, with Excel Online support following shortly after based on feedback from the first customers.

Yes. The ERPPlugs TallyPrime Excel connector will insert live Tally data into Excel tables within your existing workbooks. Any formulas, pivot tables, or charts referencing those tables will automatically pick up refreshed data without modification.

The ERPPlugs TallyPrime Excel connector will support vouchers, ledger balances, outstanding receivables and payables, stock summaries by godown and batch, cost centres, profit centres, and custom Tally fields — essentially every data set you would typically export from Tally today.

Get Started

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