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MigrationUpdated 12 Nov 20264 min

Bring your books across from Marg ERP: pharmacies and chemists

Export your pharmacy's accounts from Marg ERP, import them, and check the result against the old books. Accounting records only; no prescription or drug-licence records move.

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If your pharmacy keeps its books in Marg ERP, you can bring the accounts across without retyping them. This moves your accounting records only: parties, items, invoices, bills, payments and journals. It does not move prescription or drug-licence records.

Export from Marg ERP

  1. In Marg ERP, Reports → Management Report → Utilities → Data Import/Export → Tally/Busy Export writes ledgers, items and vouchers as two Tally-format XML files (Masters, then Daybook) - drop them on the same screen; they're read like Tally's own Day Book. (Not ERP Bridger, which is a separate Marg-to-Marg transfer tool)
  2. For batch and expiry detail: Stocks → Current Stock → the batch-wise report → Excel, and map its columns on the next screen - the Tally export only carries a batch's name, not its dates
  3. Without the Tally bridge: Bridger → Export → Masters (ledgers, items) as CSV, then Reports → each report → Excel, and map the columns on the next screen

Bring it into Finocket

Under Settings → Import & migrate, choose the Marg ERP card (Marg ERP import). The same five screens apply as for every source: pick, map, dry run, import and reconcile. The file is read on your device. The dry run shows a verdict for every record before anything is written, and the reconcile screen puts your old books' figures beside Finocket's. A line with no source figure is marked not checked, never passed.

What comes across today

Account groups, chart of accounts, opening balances, parties (customers and suppliers), items, invoices, bills, payments and journals. The mechanics, including undo and re-imports, are in Import your data.

What does not come across

  • Filed GST returns, IRNs and e-way bills - they belong to the portal that issued them
  • Bank-statement matches and reconciliations
  • Attached files and images
  • Scheme masters and rate lists
  • Per-line packing, manufacturer/company and free-quantity detail on a Purchase Bill - Marg carries them, Finocket's bill lines do not model them yet

The full steps for this source are in Migrate from Busy and Marg. All the sources you can migrate from

Related articles

Bring your books across from Busy or Marg

Busy exports its masters as Excel, and Finocket reads Busy through those Excel reports only (there is no Busy XML reader, and the mapping is unverified against a real export); Marg's Tally/Busy Export (Reports > Management Report > Utilities) writes a Tally-format export read the same way a Tally Day Book is, or its own Bridger export plus per-report Excel without it. Bring the batch-wise stock report too for batch numbers and expiry dates. Scheme masters, rate lists and each product's print formats stay behind.

Import your data from Zoho, Odoo, Vyapar or a spreadsheet

One place for every source: how to export from it, what comes across today, what is next and what is left behind on purpose. Files are read on your device, every record is reviewed in a dry run before anything is written, and the result is reconciled against your old books.

Pick where your books live today

One card per source you can migrate from - Tally, Zoho, Odoo, Vyapar, myBillBook, Book Keeper, Busy, Marg or a spreadsheet - each linking to that source's own export menu path. The five-screen mechanics (Pick, Map, Dry run, Import, Reconcile) are the same for all of them and live in the overview.