How to import tally data from mail

Tally is a popular accounting software used by many businesses and organizations. If you need to import data from an email into Tally, you can follow these steps:

Method 1: Using Tally's Email Import Feature

  1. Open Tally and go to the "Company" menu, then select "Import" and then "Email".
  2. Click on "Import from Email" and select the email client you want to use (e.g., Gmail, Outlook, Yahoo).
  3. Enter your email account credentials to authenticate the import process.
  4. Select the email account and the folder you want to import data from (e.g., Inbox, Sent Items).
  5. Choose the data type you want to import (e.g., invoices, payments, receipts).
  6. Tally will then import the relevant data from your email account into your Tally company.

Method 2: Using Tally's CSV Import Feature

  1. Export the data from your email client in a CSV (Comma Separated Values) format.
  2. Open Tally and go to the "Company" menu, then select "Import" and then "CSV".
  3. Select the CSV file you exported from your email client.
  4. Choose the data type you want to import (e.g., invoices, payments, receipts).
  5. Map the CSV columns to the corresponding Tally fields (e.g., Date, Invoice Number, Amount).
  6. Click "Import" to import the data into your Tally company.

Method 3: Using a Third-Party Email to Tally Integration Tool

There are several third-party tools available that can help you import data from your email into Tally. These tools often provide a user-friendly interface and can automate the import process. Some popular options include:

Please note that these methods may require some technical expertise and may have specific requirements, such as formatting and data mapping. It's always a good idea to consult the Tally documentation and the documentation of the third-party tool you choose to ensure a smooth import process.