Move from Tally without losing history
Bring your books from Tally, keeping original dates and checking nothing is missing. Zoho, QuickBooks, Keka and HubSpot connectors are set up with you.
Live in partWhat does Migration bridges & Transformer do? Switch with confidence: reports reflect when things really happened, and missing vouchers surface before your auditor finds them.
How it works
Every application comes with a way to bring data in. Kinnow keeps the original system's entry dates, never the import date. After each import, Kinnow checks for gaps or duplicates in document numbers and matches balances back to the ledger. It tells 'could not reach' apart from a real difference.
A date that can't be read is left blank and counted, never replaced with the import date; each numbering series is checked separately.
- Running an import again updates the records already brought across and does not create duplicates.
Step by step
- Agree what moves. With your finance team, list the registers you want across: accounts and ledgers, parties, items, vouchers, and so on. Pick your old system on the migration screen by name.
- Connect to the old system. For Tally Prime, Kinnow reads through Tally's own gateway, using a small connector that sits next to your Tally. It asks Tally for ledgers, stock items and vouchers, and reads changes by Tally's record number so a re-run only picks up what is new.
- Try it without touching your books. A trial run reads a sample and shows what would happen. Words in your old data that Kinnow does not understand, such as a voucher type or a unit, are listed under What these words mean. Until you say what each means, those records are turned away rather than guessed.
- Bring it across. Each voucher keeps its original date and voucher number. A date that cannot be read is left blank and counted, never replaced by the import date. Tally voucher types such as Sales, Purchase, Receipt and Payment come across with their own names.
- Read the result. What came across lists each register: how many are in the old system, how many are in Kinnow, how many were left for you to decide and how many were turned away. It says Totals match, or Cannot compare, for each.
- Settle what is left, then go live. Your accountant looks at the list under Left for you to decide, and at gaps or duplicates in each numbering series. Balances are matched back to the ledger. Only then does the team start posting in Kinnow.
See your own Tally data tried in Kinnow without touching your books.
What you see on screen
These are the migration screens in Admin.
| Screen or button | What it shows or does |
|---|---|
| Find your system | A search box for your old system by name. Systems not yet tried on a real account are marked Not yet tried on a real account. |
| Where you are in the move | A stepper that shows what is done and what is next. |
| Try it without touching my books | Runs the trial and shows Still to settle. |
| What these words mean | Words found in your old data, with the count of records, and a Choose box to say what each means in Kinnow. Unresolved words are turned away. The list comes from a sample, so a rare word may appear only later. |
| What clock does the old system use? | Some systems write a time with no time zone. You say which one. Otherwise times are read as UTC and the screen says so. |
| What came across | A table of Register, In the old system, In Kinnow, Left for you, Turned away and Check, then Left for you to decide and Could not come across. |
Who uses it
| Who | When |
|---|---|
| Finance head or owner | Decides when to move, and signs off the totals. |
| Accountant | Reviews What came across and settles the items left for them. |
| IT contact | Keeps Tally running with its gateway on, and sets up the connector next to it. |
| Your auditor or CA | Checks that original dates and voucher numbers are kept. |
Related
- Explain every difference after migration: see why today's receivables differ from your old system's export, customer by customer.
- Check a spreadsheet row by row: upload a spreadsheet and Kinnow lists what disagrees with your documents.
- Financial statements in your old ERP's format: your P&L and balance sheet in the layout your team already checks against.
- Finance and tax: the application the books move into.
- Integrations: the connectors Kinnow has.
Questions
What is Migration bridges & Transformer in Kinnow?
Bring your books from Tally, keeping original dates and checking nothing is missing. Zoho, QuickBooks, Keka and HubSpot connectors are set up with you.
What changes for the business?
Switch with confidence: reports reflect when things really happened, and missing vouchers surface before your auditor finds them.
Is it available today?
It is live in part: the core is built and parts are completing with early customers.
Will my old voucher dates and numbers survive?
Yes. Kinnow keeps the original entry date and the original voucher number. It never replaces a date with the date of the import. A date that cannot be read is left blank and counted.
How do I know nothing is missing?
After each import, Kinnow checks for gaps and duplicates in the numbering of each series, compares each register with the old system, and matches balances back to the ledger. It tells apart could not reach from a real difference.
What happens if I run the import twice?
Re-runs do not create duplicates: a record that is already across is updated, not added again.
Can I try it first?
Yes. The trial reads a sample and shows what would come across and which words need your decision, without touching your books.
Send us a Tally backup and we will show the trial result before you commit to anything.
More in the Your records and documents
Change approvals safely, see the impact first Live in part
Change approval rules in plain words, see which pending items are affected, trial it quietly, then go live.
Your records and documents · Record trace & document chainWhere is this stuck, and with whom?
Key documents show their journey: the steps done, who holds the record now and how long it has waited, with who did each step where that was recorded.
Your records and documents · ProcessesYour processes, mapped honestly
See each end-to-end process as a diagram showing which steps the system enforces and which are just notes.
Your records and documents · Your Statements, Your LayoutFinancial statements in your old system's format
Switched systems? See your P&L and balance sheet in the same layout your team already checks against.
Your records and documents · Statement Bridge (As Seen On · Entered Since)Match receivables to a customer's statement, fast
Tie your receivables to a customer's statement date: what they saw, what changed since, what's owed now.
Your records and documents · Work-to-Money SettlementFinished field work becomes invoices and paperwork
Every completed duty, delivery or visit is priced with the calculation shown, and goes to billing when someone presses Settle.
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