# 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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaT10iCTDiUWHZ_JEUv%2Fimage.png?alt=media\&token=9ecb8667-f374-495a-bca9-490ea400575d)

### Step 2: Select Download now

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaT1LctR-xIl2BQ8kAP%2Fimage.png?alt=media\&token=bcc006ee-71fd-4130-aaad-81276df05d09)

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

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaT1kHCxtZec0p4GR9c%2Fimage.png?alt=media\&token=ab1ab4ec-977d-47cf-8e0c-a459d7f2d754)

### Step 4: Select Business

Select a ‘Business’ to import your data

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaT1yvNisgIPFmzB2vG%2Fimage.png?alt=media\&token=02012c9a-467e-4ca8-b9f6-4c6364d5e16d)

### 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.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaT2PcuPLR1b8r0F5SF%2Fimage.png?alt=media\&token=4fe7a13b-afc1-41d5-a590-0efbf9656d1b)

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

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaT2kHn1ZvhK7dKdHnS%2Fimage.png?alt=media\&token=be01972a-7137-4842-8a5d-db239d4a90d7)

### Step 7: Select Tally Connector

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaT3k-45Fsf7oXNfpPN%2Fimage.png?alt=media\&token=598002b2-db8c-49f3-8d90-29bf9f9b2e9e)

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaT3zsr7W_8pu0iNdgz%2Fimage.png?alt=media\&token=bf1441de-3e38-42f3-951e-43caaf046c42)

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.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaT4VO5BbvfiXTP7UHZ%2Fimage.png?alt=media\&token=309fb65e-f0f7-4aeb-abcf-6ba68930d00a)

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaT4r7-tvjECiD3xq9D%2Fimage.png?alt=media\&token=f08f44a4-85c4-4f28-bba8-a85c034b5c12)

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaT5A2v2G4FqMBBLjMj%2Fimage.png?alt=media\&token=414b8d0a-4946-4e49-94c1-14b532864bd1)

* 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>

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaT5r0LTOIQm0u_HGT0%2Fimage.png?alt=media\&token=8b580841-efe0-40f1-8b66-a3f7041562a2)

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaT76X2hC952d56UkRI%2Fimage.png?alt=media\&token=75f31768-34e6-48aa-a154-6f2edd8ff4ea)

{% 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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaT7dJy7WI1TpGbr4aS%2Fimage.png?alt=media\&token=5802bea2-145a-44fb-b866-52a1159257d1)

### 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.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaT80723_yjgbAodiTz%2Fimage.png?alt=media\&token=512be636-a855-4334-92b8-14408cc2b74d)

{% 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 %}

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaT8QR3mbNQHOivQfVP%2Fimage.png?alt=media\&token=904c7698-9f21-484e-8902-9040af3ede00)

{% 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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaT8otUh0XW9hYbYYVe%2Fimage.png?alt=media\&token=b185133d-d54b-4da0-9fe9-98a306d3754f)

{% 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 %}

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaT98C23Cv4KEhiOYZW%2Fimage.png?alt=media\&token=cdffdc5b-c6e2-4f44-82d9-d08d1146adcf)

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaT9RlWgvtp3MzVmEHh%2Fimage.png?alt=media\&token=e4a160d3-85ac-4426-91d7-cf01f39cd978)

{% 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 %}

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaT9ufDfN70BEarg4Ie%2Fimage.png?alt=media\&token=fd864f15-5908-4120-bdeb-ce1856794998)

### 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’.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaTACYKBeujpDaMpnE0%2Fimage.png?alt=media\&token=35e525db-cbc6-440b-96bc-34fb53691756)

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaTASvbbiVwFHoNXkRg%2Fimage.png?alt=media\&token=1ee8cd96-2f51-4b87-8dde-93994603d777)

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaTAkv0mSAKSMze3txT%2Fimage.png?alt=media\&token=32632356-2c23-4b37-84ae-17c2fa43fed9)

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaTB1WQ2q63ZAJaDB1U%2Fimage.png?alt=media\&token=9efeb11b-9136-404f-bc5a-1d9c586487cd)

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

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

* [GSTR-1 ](https://docs.cleartax.in/product-help-and-support/~/changes/0aHrWgrd3tWQv9h1jdyF/for-large-businesses/cleargst/file-returns/gstr-1)
* [GSTR-3](https://docs.cleartax.in/product-help-and-support/~/changes/0aHrWgrd3tWQv9h1jdyF/for-large-businesses/cleargst/file-returns/gstr-3b)
* [GSTR 9](https://docs.cleartax.in/product-help-and-support/~/changes/0aHrWgrd3tWQv9h1jdyF/for-large-businesses/cleargst/file-returns/gstr-9)

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaSZvE5RTF6KmwooL8e%2F-MaTBzO-Maq9At2b0yo8%2Fimage.png?alt=media\&token=c2a489f2-9bd6-4270-ae87-4bd1fd630344)
