OneSuite

DATA MIGRATION

We move your Tally and Excel data for you.

You do not re-key a single ledger. We map your export, reconcile it to your trial balance to the rupee, and run both systems side by side until a month-end closes the same in each. Only then does anything switch off.

Start my migration

Free for the first year.

11sources we import
5steps, each ending on proof
3sign-offs, all yours
1month-end closed in both, first

From wherever it lives today

One accounting package, a dozen spreadsheets and a phone full of WhatsApp. We take all three.

  • Tally ERP 9 / TallyPrime

    Company backup or XML export — every master and voucher.

  • Busy

    Masters, balances, outstandings.

  • Marg ERP

    Batch masters with expiry, open bills.

  • Zoho Books

    Accounts, contacts, items, open bills.

  • QuickBooks

    Accounts, parties, open transactions.

  • Vyapar

    Parties, items, transactions.

  • Excel and Google Sheets

    Any shape — we map the columns.

  • CSV from any other system

    Mapped like a spreadsheet.

  • WhatsApp Business chat exports

    Attached to the matching contact.

  • Phone contact lists

    VCF or CSV, de-duplicated against your parties.

  • Bank statements — PDF or CSV

    Ties the opening balance, finds unentered receipts.

What moves

The records the business runs on — balances that tie, bills still to collect, stock still to sell.

From — wherever it lives today

accounting packagespreadsheetscsv exportswhatsapp chatscontact listsbank statements

Mapped and reconciled — by us

columns mappedduplicates mergedtied to trial balancedifferences explained

Into OneSuite — one record

accountsstockcustomers and supplierspeoplepipeline and history

Accounts

  • Chart of accounts, ledger groups, cost centres
  • Opening balances at cutover, tied to your trial balance
  • Open invoices and bills, bill by bill — ageing kept
  • GST registrations, party GSTINs, HSN / SAC codes

Stock

  • Items with units, HSN and price lists
  • Godowns and locations
  • Stock on hand by batch and expiry, with value
  • Bills of materials, where kept

Customers and suppliers

  • Parties with GSTIN, address and contacts
  • Credit limits and payment terms
  • Duplicates merged into one — with your say-so

People

  • Employees and current salary structures
  • PAN, UAN and ESIC numbers
  • Leave balances, loans and advances due

Pipeline and history

  • Leads and follow-ups from spreadsheets
  • WhatsApp chats, on the right customer
  • This financial year’s transactions in full; earlier years as a searchable, read-only archive

Five steps, and three signatures

Each step ends when something is provably true, not when a date arrives — and nothing moves on without your sign-off.

  1. Export

    Days 1–2
    We do:
    Back up your Tally company and collect every spreadsheet the business runs on.
    You do:
    Hand over the backup or Tally machine access; name one person who knows the books.
    Done when:
    Every source listed; a trial balance as at the export date printed from Tally.

  2. Mapping

    Days 2–5
    We do:
    Map ledgers, groups, items and parties; flag duplicates, gaps and missing GSTINs.
    You do:
    Go through the mapping sheet with us — especially the proposed merges.
    Done when:
    You have signed off the mapping. Nothing is merged on a guess.

  3. Reconciliation

    Days 5–7
    We do:
    Load the data and check it against Tally: trial balance, stock quantity and value, bill-wise outstandings against party balances.
    You do:
    Review the differences we could not clear — each explained in a line.
    Done when:
    Every ledger matches to the rupee, or each difference left is explained and accepted by you.

  4. Parallel run

    2–4 weeks, across one month-end
    We do:
    Run OneSuite beside your existing books and compare the two, GST return figures included.
    You do:
    Keep entering in both. Tally stays your book of record until this step is signed off.
    Done when:
    A month-end closes with the same trial balance and GSTR-1 figures in both systems.

  5. Cutover

    One day — usually the 1st of a month
    We do:
    Carry the final balances across; keep the old data as a searchable, read-only archive.
    You do:
    Approve the cutover. From the next morning, the business runs on OneSuite.
    Done when:
    Your approval. Until then, nothing is switched off.
Three spellings of one customer, matched on GSTIN — merged only once your accountant agrees. Illustrative figures, drawn to show the working; not a customer’s records.
Ledger by ledger, Tally against OneSuite — every difference cleared or explained before the parallel run starts. Illustrative figures, drawn to show the working; not a customer’s records.

What we need from you

Less than you would think — most of it is already sitting in Tally.

  1. Your Tally data backup

    Or access to its machine — and the Tally version.

  2. Three reports

    Trial balance, stock summary, bill-wise outstandings — at cutover.

  3. Your last two GST returns

    GSTR-1 and GSTR-3B, to tie the tax figures.

  4. Every spreadsheet

    Including the messy ones.

  5. The employee list

    Current salaries, statutory numbers.

  6. One person who knows the books

    About an hour a day, during mapping and reconciliation.

  7. Three sign-offs

    Mapping, reconciliation, cutover.

Your books, handled as your books

A migration means handing over everything. This is what happens to it.

AT A GLANCE

  • Encrypted, and kept in IndiaIn transit and at rest, in AWS Mumbai like OneSuite itself; recovery copies in AWS Hyderabad.
  • Named engineers onlyOnly while your migration runs. Every access logged.
  • Deleted after cutoverSource files 30 days after cutover sign-off unless you ask us to keep them; out of backups 35 days later.
  • An NDA first, if you want oneSigned before we receive a file.
How OneSuite handles your data

The questions that come next

No. Moving your data across is part of the first year, and the first year is free.

No. You keep running Tally through the parallel run, and switch it off only after a month-end has closed the same in both systems.

Opening balances and open items as at cutover, this financial year’s transactions in full, and earlier years as a read-only archive you can search.

They usually are, and mapping them is our job, not yours. Where a column means two things, we ask rather than guess.

Tell us what you run on today

Your accounting package, roughly how many spreadsheets, and your next month-end. We will come back with a migration plan and its dates.

Start my migration