Data Migration from Tally / Excel

PharmNex can import: Product catalogue (name, HSN, MRP, GST, opening stock), Supplier list, Customer / patient records, and historical Invoices (for reporting continuity). Active batch stock with expiry dates can also be imported if your source system exports this data.

Download the PharmNex import template from Settings → Data Import → Download Template. The template has clearly labelled columns with example data and a validation guide sheet. Fill in your data, remove example rows, and save as .xlsx or .csv.

1. 1Settings → Data Import → Download Template
2. 2Open the template and fill in your data row by row
3. 3Do not change column headers
4. 4Remove all example rows before importing
5. 5Save as .xlsx (preferred) or .csv

In Tally, export your Masters (Stock Items) as XML via Gateway of Tally → Import/Export → Export Masters. In PharmNex, go to Settings → Data Import → Tally XML and upload the file. The wizard auto-maps Tally fields to PharmNex fields and shows a preview before committing.

After upload, PharmNex validates every row and shows a preview table. Rows with errors (e.g. missing HSN code, invalid GST %) are highlighted in red with a specific error message. You can fix them in the UI directly or download the error report, fix the source file, and re-upload.

1. 1Review the import preview — green rows will be imported, red rows have errors
2. 2Click any red row to see the specific error
3. 3Fix inline in the preview, or download the error report and re-upload
4. 4Once all rows are green, click "Confirm Import"

After importing, spend 15 minutes spot-checking: verify 5-10 random products have correct MRP and GST, check opening stock quantities match your physical count, and confirm supplier names match your purchase history. Then enable live operations and you're ready to go.