Tally Integration
Tallyprime, Tallyprime Server has the capability to integrate with other hardware devices. Businesses use several hardware devices like weighing machines, biometric systems for attendance, milk density meters, RFID scanners, etc., and these can be directly integrated with the Tally Software to bring higher effectiveness & productivity
Data Conversion
Overview : At the highest of levels data conversion/migration is defined as the process of translating data from one format to another. It involves the planning of steps and mapping of data fields to convert one set/type of data into a different, more desired, format. Present data conversions and/or migrations will be performed due to switch over to new software. Planning for a data conversion/migration also requires reviewing existing business processes, organizational policies and procedures, security, etc
- Data from databases like excel, MS-Access, MySQL database, DB2 etc. converted / migrated to Tally.ERP 9 using these tools by writing simple SQL queries and XML tags.
- Data from Microsoft SQL server will be migrated to Tally.ERP 9 by writing SQL statements and XML tags.
Data Conversion tools can be used to convert/migrate accounting data from crystal report / excel to Tally.ERP 9. Users can easily configure and implement this data conversion using the tool. Using XML and ODBC different types of data will be converted / migrated Often the successful implementation of a new system is dependent upon the ability to convert data from the old system to the new system. Converting and migrating data often involves both software and human intervention. This is especially true when migrating data contained within a database. We will use other software to assist the effort, develop our own in-house solution, or uses humans to do the work manually is dependent upon the systems and data types being converted.
Basic Practices
- Risk – To identify potential project risks related to data conversion.
- Plan – To careful planning to contribute factor to a successful conversion project.
- Communicate – Prevent confusion and/or misinterpretation by effectively communicating every detail, and step, of the planned migration/conversion process.
- Stakeholders – Involve business owners and other relevant stakeholders.
- Backup – System backups should be taken incrementally.
- Test Sample – Perform test conversions/migrations with a sampling of the data before attempting to apply the solution to the entire system.
- Full Test – Perform a controlled, full-volume test, of the activities required when converting data to the target (Tally.ERP 9) system. This is an end-to-end test of the entire data conversion process and the data on the new system. It includes testing the processes and procedures planned for the conversion, the new system data.
- Validate – Will validate/reconcile that the converted data is accurate and complete.
Activities
- The most important factor to successful data conversion/migration is careful planning and effective communication of every detail, and step, of the process.
- Review the data and data types being converted. Its important to understand information such as :
- The original and target sources and formats
- The original and target sources and formats
- Any cross-reference complexities
- Analyze the above information as inputs into the conversion/migration process to help determine costs, schedules, software needs, and any required human intervention.
- Perform a high-level mapping to determine which data elements in the existing system will be converted / migrated to the new system. Decide which data will be transferred, converted, which is redundant, etc.
- Other planning considerations should include items such as communication, education, data normalization, quality assurance, and validation of data accuracy and completeness.
- Perform a test conversion of a sample of existing data and make adjustments if necessary.
- Perform a test conversion of a sample of existing data and make adjustments if necessary.
- Depending on the criticality of the system, one or more mock conversions may also be necessary.
- Once the project team is confident that the data conversion should go smoothly plan and communicate a date appropriate for the full conversion to take place.
- Normalize the system data.
- Initiate the data conversion.
- Validate/reconcile the converted data for accuracy and completeness. Check items such as:
- Formatting of data elements
- Data completeness
- Data accuracy
- Eliminate duplicate elements.
- Resolve any issues that may.