Moving your books to tBiz
Migrations fail on expectations rather than on technology. So here is the honest shape of it: masters and opening balances always come across, historical vouchers usually do, and itemised transaction history does not — in this product or any other.
- Tally
- Masters, balances and Day Book vouchers — direct importer
- Busy
- Masters, balances and Day Book vouchers — direct importer
- Marg ERP
- CSV only — there is no direct Marg importer
- Excel
- Masters, balances and opening stock — easiest of all
- Itemised history
- Does not move. Keep the old file as the archive.
What a migration involves
Masters first
Groups, ledgers, items, units and warehouses, imported and checked before anything financial is brought in.
Opening balances that tie
Reconciled against your old trial balance to the rupee. Nothing else is imported until they agree.
Vouchers where available
Tally and Busy Day Book vouchers come across as balanced journals with exact totals, so ledger history and period figures are right.
What stays behind
Line-level detail of historical invoices, custom report layouts, and any source-specific customisation. Most businesses keep the old file as an archive for closed years.
Numbering continues
You set the document series and starting number, so your invoice numbering carries on unbroken — a GST point, not a cosmetic one.
A parallel month
Run both systems for a month and compare the trial balance. It is the cheapest reassurance available and we recommend it.
How the week goes
- Day one — export and map. Your data out of the old system, and the column mapping agreed once.
- Day two — masters in. Groups, ledgers, items and warehouses, reviewed by you before commit.
- Day three — balances reconciled. Against your old trial balance. This is the step that is worth being fussy about.
- Then parallel. Enter in both for a month, compare at month end, and switch when you are satisfied rather than on a date somebody chose.
Migration questions
Will my old invoices come across as invoices?
No. Historical vouchers arrive as balanced journals with exact totals rather than as itemised invoices with lines, HSN codes and tax splits. Period figures and party ledgers are correct; the line detail stays in your old system, which is why most businesses keep it as an archive.
Can you import from Marg?
Not directly — there is no Marg importer, and we would rather say so here than during onboarding. Parties, items, batch stock and balances move as CSV with our team running the first import, normally inside a week.
When is the best time to migrate?
A financial year boundary, almost always. Opening balances are clean, comparatives are meaningful, and the numbering is straightforward. Mid-year moves are where migrations get painful.
What does the migration cost?
It is quoted separately from the software and depends on what you are moving from and how much. It is on every written quote rather than being a surprise later.
Related
Start with the masters
Import your parties and items free this week, and see how much of the work is already done.