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Import & migration — move from your old software

Switching from spreadsheets, Tally, Vyapar or another app? Bring your items, customers and opening balances in bulk instead of typing them again.

Tax · AI · Data Import / Migration ~5 min readCSV import on all plans · Tally-compatible on Shakti
Import / Migration screen in MGH Books
Import / Migration screen

Read this first

  • ▸ Import items, parties and opening balances from Excel/CSV.
  • ▸ Use the sample template so your columns line up automatically.
  • ▸ Our team helps you migrate over WhatsApp — no technical knowledge needed.

Being straight with you

  • • Tally-compatible export/import is on the Shakti plan; standard CSV import works on every plan.
  • • Always keep a copy of your original file until you've checked the imported data looks right.

Step by step

  1. 1

    Download the template

    Items/Parties → Import

    Get the sample so your columns (Name, Price, GST%) match.

  2. 2

    Paste and upload

    Put your data into the template and upload the file.

  3. 3

    Review & confirm

    Fix any rows flagged in red (usually a missing field), then confirm the import.

Bring in masters and opening balances only — don’t import years of messy history. Start clean from a chosen date.
Keep your original file until you’ve checked the imported data looks right.

Bring your business in, don't re-type it

Switching from spreadsheets, Tally, Vyapar or another app? You don't have to type everything again. Import your items, customers and opening balances in bulk and start where you left off.

What to import (and what to skip)

  • Items — your products/services with price, HSN and GST.
  • Parties — customers and suppliers with GSTIN and state.
  • Opening balances — what each party owes (or you owe) on your start date.
  • Skip years of messy history — bring masters and balances, then start clean from a chosen date.
Don't import five years of old transactions on day one. Masters + opening balances + a clean start date gives you the benefits without importing every old error.

The three-step import

StepDo thisWhy
1Download the sample templateSo your columns line up automatically
2Paste your data & uploadBulk-creates everything at once
3Review flagged rows & confirmFix a missing field before it's saved
Import preview — fix flagged rows, then confirm
Import preview — fix flagged rows, then confirm

Moving from Tally

CSV import covers items, parties and balances, and the Shakti plan adds Tally-compatible export/import. Our team will help you migrate over WhatsApp — no technical knowledge needed on your side.

Troubleshooting

Some rows were skipped

Fix: Skipped rows usually miss a required field (like Name) or have a wrong GST%. Fix those cells and re-upload just those rows.

Import created duplicates

Fix: Existing names are detected — choose ‘skip’ or ‘update’ rather than ‘create’ on the next import.

My columns don't match the template

Fix: Use the sample template, or map your columns during import.

Words you’ll see (in plain English)

Masters
Your core lists — items and parties — as opposed to transactions.
Opening balance
What a party owes (or you owe) on your start date.
CSV
A simple spreadsheet file format used for import/export.

Ready to try it?In the app, open the More menu → Import / Migration.

Open Import

Next steps

Items & inventory
MGH Books vs Tally

FAQ

Questions, answered