Import Excel
Bulk upload customer ledger from Tally
Import Tally Customer Ledger
Upload the customer ledger exported from Tally. Each customer's payment records will be updated automatically based on the entries in this file.
View Sample Format
Import History
SEARCH
STATUS
FROM DATE
TO DATE
Reset
ACTION
FILE NAME
IMPORTED DATE
IMPORTED BY
CUSTOMERS UPDATED
TOTAL ENTRIES
FAILED ENTRIES
STATUS
⤢ View Report
FILE NAME
customer_ledger_july_2026.xlsx
IMPORTED DATE
2026-08-01 10:24 AM
IMPORTED BY
Priya Nair
CUSTOMERS UPDATED
128
TOTAL ENTRIES
132
FAILED ENTRIES
—
STATUS
Success
▾
IMPORT TYPE
Customer Ledger
TOTAL ENTRIES
132
CUSTOMERS UPDATED
128
FAILED ENTRIES
—
IMPORTED BY
Priya Nair
IMPORTED DATE
2026-08-01 10:24 AM
⤢ View Report
FILE NAME
customer_ledger_june_2026.xlsx
IMPORTED DATE
2026-07-03 05:47 PM
IMPORTED BY
Rohit Sharma
CUSTOMERS UPDATED
96
TOTAL ENTRIES
101
FAILED ENTRIES
5
STATUS
Success
▾
IMPORT TYPE
Customer Ledger
TOTAL ENTRIES
101
CUSTOMERS UPDATED
96
FAILED ENTRIES
5
IMPORTED BY
Rohit Sharma
IMPORTED DATE
2026-07-03 05:47 PM
⤢ View Report
FILE NAME
tally_ledger_export_bad_format.xls
IMPORTED DATE
2026-06-18 09:12 AM
IMPORTED BY
Anita Deshmukh
CUSTOMERS UPDATED
—
TOTAL ENTRIES
—
FAILED ENTRIES
—
STATUS
Failed
▾
IMPORT TYPE
Customer Ledger
TOTAL ENTRIES
—
CUSTOMERS UPDATED
—
FAILED ENTRIES
—
IMPORTED BY
Anita Deshmukh
IMPORTED DATE
2026-06-18 09:12 AM
Upload Validity Certificate —
PDF or JPG, up to 5 MB.
Certificate History
#
TYPE
VALIDITY FROM
VALIDITY TILL
CERTIFICATE
UPLOADED ON
STATUS
No certificate history available.
Assign Sales Person —
Assignment Information
LEAD
CURRENT OWNER
NEW OWNER