Get Tally data into Excel automatically: 3 ways

Short answer: For a one-off, export any TallyPrime report to Excel from the report’s Export option. For a sheet that updates itself, link Excel to TallyPrime through ODBC (Data > Get Data > From ODBC) and set the connection to refresh, with Tally open on that computer. For workbooks that arrive without anyone at the office, TallyNexa downloads any report to Excel with formulas and can mail it on a weekly or monthly schedule.

Way 1: export a report

Every TallyPrime report can be exported. Open the report, set the period and the level of detail you want, then use Export on the top bar (Alt+E in recent releases), choose Excel as the format and pick a folder.

• Good for: a one-off sheet, or a report you send to your CA.
• Watch for: exported figures are values, not live. Next month you export again and redo your formatting.
• Tip: set the detail level, condensed or detailed, before you export; the file follows the screen.

Way 2: a live link through ODBC

TallyPrime has an ODBC server. Excel can connect to it and pull ledgers, groups, stock items and other tables into a sheet you can refresh.

1. In TallyPrime, set Client/Server configuration: TallyPrime acts as Both, Enable ODBC Yes, Port 9000. Our guide to enabling ODBC has the steps.
2. Keep the company open in TallyPrime.
3. In Excel, go to Data > Get Data > From Other Sources > From ODBC and pick the Tally ODBC data source, which is named after the port (such as TallyODBC64_9000).
4. Choose the table you want, for example Ledger, and load it.
5. Open the connection’s properties and set it to refresh every so many minutes, or when the file opens.

Things that trip people up:

• Bitness. Excel and the Tally ODBC driver must both be 64-bit, or both 32-bit. A 32-bit Office does not see a 64-bit driver.
• Tally must be running. A refresh fails if TallyPrime is closed or the company is not open on that computer.
• Only the open company. ODBC reads the company that is open; switching companies changes what Excel gets.
• Speed. Pulling every voucher of a large company over ODBC can be slow; pull summaries where you can.

This suits an accountant who works on the Tally computer every day and wants a sheet that updates with a click.

Way 3: workbooks from TallyNexa

TallyNexa reads your books through its connector and keeps them in sync while Tally is open. Every report and screen in TallyNexa downloads as an Excel workbook with formulas, so totals and subtotals still add up when you change a figure.

1. Open any of the 41 reports, such as receivables ageing or sales by item, and set your dates and filters.
2. Download it to Excel.
3. For a regular sheet, ask Nexa AI for the workbook you want, for example "sales by customer for last month, with growth over the same month last year".
4. Put that request on a weekly or monthly schedule. Each time it runs, the workbook is mailed to you.

Because TallyNexa keeps the last synced books, the file still arrives when the office computer is off; it shows the books as of the last sync.

Which to pick

You can use more than one. Many accountants keep an ODBC sheet for their own work and let scheduled workbooks go to the owner.

Keep the figures trustworthy

• Put the period and the date it was taken at the top of every sheet.
• Tie the totals back to Tally once, such as the trial balance total or a debtor balance, before you share the sheet.
• Keep raw data on one sheet and your workings on another, so a refresh does not overwrite your formulas.
• Lock or protect the cells that hold formulas before you send the file on, so a stray keystroke does not break a total.

Whichever way you choose, decide who owns each sheet. A file that three people refresh in three ways soon stops agreeing with Tally.