> For the complete documentation index, see [llms.txt](https://docs.cleartax.in/product-help-and-support/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cleartax.in/product-help-and-support/for-tax-experts/clearpro-suite/clearpro-desktop-app/import-data-using-desktop-app.md).

# Import Data using Desktop App

## Guide to Import Data on the Desktop App&#x20;

### Step 1: Login to ClearTax GST

‘Login’ to ClearTax GST. Click on ‘ClearTax GST Desktop App’ to download the ClearTax GST Desktop App

![](/files/-MaT10iCTDiUWHZ_JEUv)

### Step 2: Select Download now

Click on ‘Download now’ to download the ClearTax GST Desktop App<br>

![](/files/-MaT1LctR-xIl2BQ8kAP)

### Step 3: Login to Cleartax GST to import data

’Login’ to ClearTax GST Desktop app .Click on ‘Import Data’ to import data into ClearTax.

![](/files/-MaT1kHCxtZec0p4GR9c)

### Step 4: Select Business

Select a ‘Business’ to import your data

![](/files/-MaT1yvNisgIPFmzB2vG)

### Step 5: Select Return Period & Document Type

Select the ‘Return Period’ & the ‘Document Type’ for which the data needs to be imported.Click on the ‘Continue’ button to proceed further.

![](/files/-MaT2PcuPLR1b8r0F5SF)

### Step 6: Choose a Method to import your data

Under ‘Choose a method to import your data’. Select ‘Tally’.

![](/files/-MaT2kHn1ZvhK7dKdHnS)

### Step 7: Select Tally Connector

Click on ‘Tally Connector’ to directly connect your tally & import data into ClearTax.

![](/files/-MaT3k-45Fsf7oXNfpPN)

The ClearTax GST Desktop app will establish a connection with Tally.

![](/files/-MaT3zsr7W_8pu0iNdgz)

The following can be reasons if there is an error while connecting the ClearTax Desktop App & Tally:

* If the Tally is running on another machine, enter it’s ip address in Tally host & click on the ‘Retry’ button.

![](/files/-MaT4VO5BbvfiXTP7UHZ)

* If the Tally is running on another port, enter the port number in Tally port & click on the ‘Retry’ button.

![](/files/-MaT4r7-tvjECiD3xq9D)

* In case your Firewall is blocking Tally&#x20;
* &#x20;Click on ‘Go to Guide’ button & follow the steps to resolve the same.

![](/files/-MaT5A2v2G4FqMBBLjMj)

* In case there is another issue while establishing a connection&#x20;
* &#x20;Click on ‘Raise a request for support’ button to get in touch with our support team or you can also use the ‘Tally Excel Report’.<br>

![](/files/-MaT5r0LTOIQm0u_HGT0)

{% hint style="success" %}
Congratulations!! ClearTax GST Desktop app is now successfully connected with Tally.<br>
{% endhint %}

![](/files/-MaT76X2hC952d56UkRI)

{% hint style="info" %}
In case more than one company is detected with the same GSTIN&#x20;
{% endhint %}

&#x20;Select the desired company. Click on ‘Proceed’ button

![](/files/-MaT7dJy7WI1TpGbr4aS)

### Step 8: Select the Period

Select the Period for which you want to import data. Once done, click on ‘Start importing data’ button to import the data.

![](/files/-MaT80723_yjgbAodiTz)

{% hint style="info" %}
&#x20;Before importing data from Tally, make sure the same Business/GSTIN is open in Tally. If not, then go to Tally & open the business for which you want to import data. Then go back to the Desktop app & click on the ‘Retry’ button.<br>
{% endhint %}

![](/files/-MaT8QR3mbNQHOivQfVP)

{% hint style="info" %}
In case the data cannot be imported, make sure:
{% endhint %}

* Tally is open & running in the background
* Check if your internet connection is working

![](/files/-MaT8otUh0XW9hYbYYVe)

{% hint style="info" %}
Click on the ‘Settings’ button to configure the ‘ODBC port number’ & ‘Host Server’ settings. Click on the ‘Reconnect’ button to proceed.<br>
{% endhint %}

![](/files/-MaT98C23Cv4KEhiOYZW)

After successful connection with Tally, the ClearTax GST Desktop app will start importing data from Tally for the selected period.

![](/files/-MaT9RlWgvtp3MzVmEHh)

{% hint style="info" %}
You can now work on different tabs in the ClearTax GST Desktop App. Click on ‘ctrl+t’ to open a tab. Please ensure that the Tally connector is being used in only one tab. Using the same in multiple tabs might lead to failure.<br>
{% endhint %}

![](/files/-MaT9ufDfN70BEarg4Ie)

### Step 9: Review of Errors

Once the data is pulled, if there are any errors, you can click on the ‘Download Error Log’ button to view the errors in the invoices/CDNs in an excel format. You can also choose to ignore the errors & ‘proceed to file’.

![](/files/-MaTACYKBeujpDaMpnE0)

Open the Excel sheet to view the errors in detail. You can rectify the errors in Tally against the respective invoices/CDNs.

![](/files/-MaTASvbbiVwFHoNXkRg)

Once the errors are rectified → Go back to the Desktop app & under the ‘Import data’ tab . Choose the ‘Business’ , Select the ‘Return period’ & the ‘Document type’ .Click on ‘Tally’ option to import data , Select ‘Tally Connector’ to import your data

![](/files/-MaTAkv0mSAKSMze3txT)

Now all the Data is successfully imported .Click on ‘Proceed to file’ to file your GST Returns.

![](/files/-MaTB1WQ2q63ZAJaDB1U)

### Step10: Steps to file GST your GST Returns

Select the return you want to file & follow the steps below:

* [GSTR-1 ](/product-help-and-support/for-large-businesses/cleargst/file-returns/gstr-1.md)
* [GSTR-3](/product-help-and-support/for-large-businesses/cleargst/file-returns/gstr-3b.md)
* [GSTR 9](/product-help-and-support/for-large-businesses/cleargst/file-returns/gstr-9.md)

![](/files/-MaTBzO-Maq9At2b0yo8)
