How to import data from mail to tally erp 9

Importing data from email to Tally ERP 9 can be a bit complex, but I'll provide you with a step-by-step guide to help you achieve this. Please note that this process requires some technical expertise and familiarity with Tally ERP 9.

Prerequisites:

1. Tally ERP 9 software installed on your computer.
2. Email account with a compatible email client (e.g., Microsoft Outlook, Mozilla Thunderbird).
3. Tally ERP 9's Email Integration feature enabled (Settings > F11: Features > Email Integration).

Step 1: Configure Email Integration in Tally ERP 9

1. Go to Settings > F11: Features > Email Integration.
2. Select the email client you're using (e.g., Microsoft Outlook).
3. Enter your email account credentials (username, password, and server settings).
4. Click "Connect" to establish the connection.

Step 2: Create a Tally ERP 9 Email Template

1. Go to Settings > F11: Features > Email Templates.
2. Create a new template by clicking "Create" and selecting "Email Template".
3. Define the template structure, including fields for data import (e.g., customer name, invoice number, amount).
4. Save the template.

Step 3: Configure Email Rules in Tally ERP 9

1. Go to Settings > F11: Features > Email Rules.
2. Create a new rule by clicking "Create" and selecting "Email Rule".
3. Define the rule conditions (e.g., specific keywords, sender, subject).
4. Associate the email template created in Step 2 with the rule.
5. Save the rule.

Step 4: Configure Email Client to Forward Emails to Tally ERP 9

1. Configure your email client to forward emails matching the rule conditions to a specific email address (e.g., [email protected]).
2. Make sure the email client is configured to forward emails in plain text format.

Step 5: Import Data from Email to Tally ERP 9

1. In Tally ERP 9, go to Gateway of Tally > F11: Features > Email Integration.
2. Click "Import" to import emails matching the rule conditions.
3. Tally ERP 9 will parse the emails and import the data into the corresponding fields (based on the template structure).
4. Verify the imported data in Tally ERP 9.

Tips and Considerations:

• Ensure that the email client is configured to forward emails in plain text format to avoid any formatting issues.
• Use a specific email address for forwarding emails to Tally ERP 9 to avoid mixing up emails from different sources.
• You can customize the email template and rule conditions to suit your specific business requirements.
• Tally ERP 9 has limitations on the number of emails that can be imported at once. You may need to import emails in batches depending on the volume of emails.

By following these steps, you should be able to import data from email to Tally ERP 9. If you encounter any issues or have further questions, feel free to ask!