Tally to Odoo Migration Guide — Upgrade from Tally ERP 9 / TallyPrime [2026]
Tally is the backbone of accounting for millions of Indian businesses, but its limitations become apparent as companies expand — no native CRM, limited inventory management, single-user architecture in basic plans, and minimal e-commerce integration. Odoo provides a unified platform covering accounting, GST compliance, inventory, manufacturing, CRM, and e-commerce out of the box. Businesses migrating from Tally gain multi-user access with role-based permissions, automated inter-branch reconciliation, and a modern web interface accessible from anywhere. The migration also positions your business for international expansion with built-in multi-currency and multi-company support.
What Gets Migrated
Chart of accounts with ledger balances
Customer and vendor master with GSTIN and PAN
Product master with HSN codes and tax categories
Open sales invoices and purchase bills
Stock balances by godown/warehouse
Bank and cash book balances
Current financial year voucher history
Outstanding receivables and payables aging
Step-by-Step Migration Process
Tally Data Export Preparation
Use Tally ODBC or XML export to extract ledgers, vouchers, stock items, and outstanding balances. For TallyPrime users, the RESTful API provides structured JSON exports. Ensure GST registrations, HSN codes, and tax rates are included in the export.
Ledger and Group Mapping
Map Tally ledger groups (Sundry Debtors, Sundry Creditors, Duties & Taxes) to Odoo account types and chart of accounts. Align Tally voucher types — Sales, Purchase, Receipt, Payment, Journal, Contra — to Odoo journal entries and invoice types.
GST Configuration in Odoo
Configure Indian GST in Odoo with CGST, SGST, IGST rates, HSN/SAC codes, and your GSTIN numbers. Set up fiscal positions for interstate and intrastate transactions. Configure e-invoicing and e-way bill settings if applicable to your turnover threshold.
Master Data Migration
Import customer and vendor records with GSTIN, PAN, and contact details. Import product master with HSN codes, tax categories, and stock units. Map Tally godowns to Odoo warehouse locations for inventory tracking.
Voucher and Transaction Migration
Migrate open sales invoices, purchase bills, and pending orders as Odoo documents. Import historical vouchers for the current financial year to maintain GST filing continuity. Post opening balances for all ledger accounts as of the cutover date.
Bank and Cash Book Reconciliation
Reconcile Tally bank and cash book balances with Odoo bank journals. Import unreconciled bank entries and configure Odoo bank feeds for automated reconciliation going forward.
Validation and GST Report Comparison
Generate GSTR-1 and GSTR-3B from both Tally and Odoo for the same period and compare them line by line. Verify that tax amounts, HSN summaries, and turnover figures match. Correct any discrepancies before cutover.
Go-Live and Tally Archival
Complete the cutover at the start of a new month or quarter for clean GST filing. Begin all new transactions in Odoo and retain Tally in read-only mode for historical lookups during the next two GST filing cycles.
Data Categories
Risks & Mitigation
GST data mismatch between Tally and Odoo tax calculations
Mitigation: Run side-by-side GST return comparisons for two months before cutover. Configure Odoo tax rules to exactly match Tally GST computation logic including reverse charge and composition scheme entries.
Tally voucher numbering and reference mapping issues
Mitigation: Preserve Tally voucher numbers as reference fields in Odoo entries so historical documents remain traceable. Create a cross-reference lookup table accessible to the accounting team.
Multi-branch data consolidation challenges
Mitigation: Migrate one branch at a time, validate inter-branch balances, and then consolidate. Use Odoo multi-company or branch module to replicate your existing Tally multi-company structure.
Frequently Asked Questions
Will my GST filings be affected during migration?
No, if the migration is planned around a GST filing deadline. We recommend completing the cutover at the start of a new month and filing the final Tally-based return before switching. Odoo picks up from the next filing period seamlessly.
Can Odoo handle Indian accounting requirements like TDS and TCS?
Yes. Odoo Indian localization supports TDS, TCS, GST (including e-invoicing and e-way bill), and compliance reporting for GSTR-1, GSTR-3B, and annual returns. The Indian chart of accounts template follows Schedule III requirements.
My team has used Tally for 10+ years. Will they adapt to Odoo?
Tally users adapt well because Odoo Accounting uses the same double-entry principles. We provide Tally-to-Odoo navigation guides that map familiar Tally shortcuts to Odoo equivalents, and most teams become comfortable within 2-3 weeks.
Can I migrate multiple Tally company books into one Odoo instance?
Yes. Odoo multi-company feature lets you manage multiple companies in a single instance with consolidated reporting. Each company maintains its own chart of accounts, GSTIN, and financial statements while sharing customer and product masters.
What about my Tally add-ons and TDL customizations?
Custom TDL reports and add-ons are mapped to Odoo equivalents during the gap analysis. Common customizations like custom invoice formats, aging reports, and approval workflows have built-in Odoo equivalents that often require minimal configuration.
Ready to Migrate?
ECOSIRE handles the entire migration — from planning and data mapping to testing and go-live support. Zero data loss guaranteed.