Guide
How to use the Website to Tally (Shopify / WooCommerce)
1. Download the reports
Shopify orders export
- 1Shopify admin → Orders → filter the month (Date → custom range) → Export.
- 2Choose All orders matching your search and CSV for Excel. Shopify emails the CSV if there are many orders.
- 3Upload that CSV unchanged. Every line item is read; the tax lines ("Tax 1 Name" = "IGST 18%") give the rate when you haven't listed the SKU.
WooCommerce orders export
- 1WooCommerce has no built-in order CSV with line items, so use an export plugin such as Advanced Order Export For WooCommerce (free), one row per product.
- 2Include: Order Number, Order Date, Order Status, State Code (Shipping), Payment Method Title, Transaction ID, SKU, Item Name, Quantity, Order Line Total, Order Line Tax, Order Shipping Amount, Order Total Amount, Order Refund Amount.
- 3Export as CSV or Excel and upload it here.
Menu names in Seller Central change now and then. If a label looks different, search the report name in Seller Central's search bar.
2. Read the results
HSN-wise
Taxable value and GST per HSN code and rate, split B2B / B2C, net of returns. This is what Tally's GSTR-1 HSN summary should show after import.
GST rate-wise / State-wise
The same totals by rate (inter/intra-state) and by place of supply, to cross-check with GSTR-1 and GSTR-3B.
Tally vouchers
Every voucher the XML file will create, numbered like your store: one per invoice (B2B with GSTIN), returns as credit notes with your store's credit note number. Optionally B2C can be summarised per state per day or month.
Masters
The unit, stock items (per SKU, HSN or SKU, each with its HSN and GST rate), party, sales and output GST ledgers the vouchers use. "From" shows whether an item came from the SKU or fell back to HSN.
Checks
Lines with no HSN, unknown states, or GST that doesn't match the rate. Fix them before importing.
3. What to do next
- Back up your Tally company (or import into a test company first).
- Turn on the features the file uses: F11 → Inventory (item invoices) and, with several GST registrations (TallyPrime 3.0+), F11 → GST → Enable multiple GST registrations.
- Turn on the tax tolerance once per company: Alt+K → F11 → Ctrl+I → Additional Configurations → F12 → enable Ignore difference in tax values, up to 1. See "Tally errors" below for why.
- Download Tally XML: masters + vouchers (one file) and import it: TallyPrime → Import → Transactions (Tally ERP 9: Gateway → Import Data → Vouchers). It creates the registrations, voucher types, unit, stock items and ledgers first, then the vouchers. For masters that already exist, choose "Combine (Merge)".
- Check Tally's import summary. If a voucher failed, Tally writes the reason in
Tally.impin the TallyPrime folder; the error list below explains the common ones. - Open GSTR-1 in Tally. Clear the "Uncertain Transactions" for interstate credit notes (see below), then compare the HSN and rate totals with the HSN-wise tab here.
Tally errors and how to fix them
Messages you may see in Tally's import summary, Tally.imp, or GSTR-1 → Uncertain Transactions.
Reference master is missing
A voucher uses a ledger, stock item, voucher type or GST registration that isn't in Tally. Import the one-file download (masters + vouchers together) rather than the separate files, and don't mix files from different downloads. Still failing? Your GST registrations may have other names: put your naming in Settings → GST registration name (e.g. {state} Registration). Tally.imp names the exact master.
Voucher numbering series is selected for other registration
Your existing "Sales" voucher type has a numbering series tied to one GST registration. Keep Settings → Create own voucher types per GST registration on (default): the file creates "your store Sales - Delhi", "your store Credit Note - Delhi" and so on, with manual numbering, so your store's invoice numbers are used as they are.
Mismatch between expected tax amount and modified tax amount
The vouchers are imported; this shows in GSTR-1 → Uncertain Transactions. The file keeps your store's tax exactly, but your store rounds product and shipping tax separately, so Tally's own calculation is often a few paise different. Fix once per company: Alt+K → F11 → Ctrl+I → Additional Configurations → F12 → enable Ignore difference in tax values, up to 1. A difference above ₹1 means a real problem: check the Checks tab.
Nature of original sale is not specified / Unable to determine original sales value
Shows in GSTR-1 → Uncertain Transactions for credit notes against interstate B2C sales: Tally needs the original invoice value to decide the GSTR-1 table (B2C Small or 9B). Open it, select all vouchers, set Original sales invoice value = Less Than or Equal to 2.5 Lakhs (true for almost every your store order) and press Ctrl+A. The results above tell you how many credit notes this affects.
Voucher numbers in Tally are 1, 2, 3 (not your store's invoice numbers)
The file always uses your store's invoice and credit note numbers, but Tally replaces them when the voucher type uses Automatic numbering. Keep Create own voucher types per GST registration on: those types are created with Manual numbering. If a type with that name already existed, or you post into your own "Sales", open it (Alter → Voucher Type), set Method of voucher numbering = Manual, delete the renumbered vouchers and import again.
Voucher number length exceeds (16 characters)
GST invoice numbers may have at most 16 characters. Daily/monthly summary vouchers are now numbered like AMZS261011-29-07 (S = sales, R = returns, date, place of supply, registration), always 16 or less. If you use a long prefix, the dashes are dropped; if it is still too long, the Checks tab lists the vouchers. Delete the old long-numbered vouchers and import again.
Daily / monthly voucher totals don't match your store
Fixed: a summary voucher adds up the same product sold at different prices, and Tally recalculates each line as quantity × rate. The rate is now written with enough decimals (e.g. 422.8833) that Tally's quantity × rate equals your store's amount exactly. Re-download and re-import. Tax differences of a few paise are explained under "Mismatch between expected tax amount".
Product (stock item) shows as missing, or named by SKU
Items from an earlier import keep their old names. Delete the old SKU-named items (or use a test company), click Reset settings to defaults here (sale item = SKU; HSN item when SKU is missing) and import the new one-file download.
Products have no HSN / GST rate
Choose your Tally version in Settings: TallyPrime 3.0+ and Tally.ERP 9 store HSN and GST differently. Re-download and re-import the masters with Combine (Merge).
Vouchers open "As Voucher" instead of Item Invoice
Turn on inventory (F11), keep Settings → Voucher mode = Item invoice, refresh this page (Ctrl+F5) and download again.
4. Good to know
- •Already have sales ledgers in Tally? Put their exact names in Settings and skip the ledgers file.
- •Import each month only once. Re-importing creates duplicate vouchers; delete the old ones first if you need to redo a month.
- •The ledger file sets HSN and GST rate on each sales ledger so Tally's GST reports pick them up. Check one ledger after import, since Tally versions differ slightly.
5. FAQ
Does it work with TallyPrime and Tally ERP 9?
Yes. Choose your version in Settings: TallyPrime 3.0+ (default, item invoices with HSN/GST on items and several GST registrations) or Tally.ERP 9. Test with one month in a test company first.
Can returns be a negative sale instead of a credit note?
Yes. Settings → Returns → "Sale cancellation: negative values in the sales voucher". Each return then reduces sales with negative stock, sales and GST lines (in a daily/monthly summary they go into the same voucher). Credit notes stay the default because GSTR-1 reports them in table 9B.
Can I correct a wrong or missing HSN?
Yes. Settings → HSN corrections: one line per product, "SKU or SKU, new HSN" (or "old HSN, new HSN" to replace a code everywhere, or "Missing, HSN" for lines without one). It is saved in your browser and used on the GST Summary page too. Also fix it in your store admin so next month's report is right.
Is the GST the same as your store's?
Yes, to the paisa: the tax on every voucher is your store's (including free-shipping and other promotions that take GST back). Tally may calculate a few paise differently; turn on "Ignore difference in tax values" up to 1 (see Tally errors).
Are my files stored?
No. The orders export files are processed on our server in memory to create the Tally XML and deleted straight away. We never store them or share them.
Which invoice numbers are used?
Your store's order number (e.g. 1001), with the prefix from Settings. If your store issues separate GST invoice numbers, add an "Invoice Number" column to the export and those are used instead.
It says a column is missing. What now?
You probably uploaded a different report, or Amazon renamed a column. Download the report exactly as in step 1. If it still fails, tell us the report name and we'll add support.