Moving your Marg ERP data into tBiz
There is no direct Marg importer in tBiz, and rather than let you discover that during onboarding, here is the route that does exist: CSV. Parties, items, batch stock and opening balances export from Marg and import cleanly, and our team runs it with you — normally inside a week.
- Party masters
- CSV — with credit limits and terms
- Item masters
- CSV — with units, HSN and rates
- Batch-wise stock
- CSV — batch, expiry and quantity per godown
- Opening balances
- CSV — reconciled against your Marg trial balance
- Direct Marg importer
- Does not exist — this is the honest position
What the CSV route covers
Parties with credit terms
Names, addresses, GSTINs, credit limits and payment terms — the last two matter most, because credit control is usually why a distributor is moving.
Items with HSN and units
Item masters with their units, alternate units, HSN codes and rates.
Batch stock with expiry
Batch number, expiry date and quantity per godown, which for a pharma distributor is the part that has to be right before anything else matters.
Opening balances reconciled
Party-wise and account-wise, agreed against your Marg trial balance before any transactions.
Mapping done once
The column mapping from your Marg export is set up with you and reused, so a re-run after a correction is quick rather than a fresh exercise.
A parallel month
Run both, compare at month end, and switch when the trial balances agree.
How a Marg migration runs
- Export what Marg gives you. Parties, items, batch stock and balances, in whatever CSV form your version produces.
- Map the columns once. Done with our team. The mapping is saved, so corrections mean a re-run rather than a redo.
- Reconcile before committing. Balances and batch stock against Marg, to the rupee and to the strip.
- Parallel run. A month in both, then switch.
Marg migration questions
Is there a direct Marg importer?
No. tBiz has built importers for Tally and Busy and not for Marg, and we would rather say that here than have you find out in week two of an onboarding. The CSV route is well travelled and our team runs it with you, but it is not a one-click import.
How long does a Marg migration take?
Usually under a week for the data, done alongside your existing system, plus a parallel month if you want one. Batch stock is the part that takes the care.
Will my batch and expiry data come across?
Yes, by CSV — batch number, expiry and quantity per godown. For a pharma distributor this is the part that must be right before anything else is worth doing, so it is reconciled explicitly.
What about Marg’s scheme and rate structures?
Standard discounts and party-wise rates map across. Marg’s specialised pharmaceutical scheme handling does not have a direct equivalent, and it is the thing to test carefully before committing to the move.
Related
Start with one godown of batch stock
Export it, import it, and see whether the near-expiry report tells you what you need.