Migration kit
Move your data to USR with ready Excel sheets
Download the sheet, paste your data, check it here in your browser, then import. Employees, salaries, leave, customers, vendors, items and opening balances.
45+ apps, AI in every appISO 27001 · ISO 42001 · DPDP ReadyPrices in INR and USDMSME (Udyam) registered
Seven ready sheets
Each sheet has a Read me tab, the exact columns USR expects, drop-down lists and two shaded sample rows. Columns marked * are required.
Employee masterFor USR HRIS / HRMS12 columns, 8 requiredDownload Excel
Salary structuresFor USR Payroll12 columns, 7 requiredDownload Excel
Leave balancesFor USR HRMS4 columns, 4 requiredDownload Excel
Customers and leadsFor USR CRM10 columns, 3 requiredDownload Excel
VendorsFor USR Books6 columns, 1 requiredDownload Excel
Items and opening stockFor USR Inventory / Books10 columns, 4 requiredDownload Excel
Opening balancesFor USR Books5 columns, 3 requiredDownload Excel
Check your sheet first
How the move works
- Export your data from Excel, Tally or the tool you use today.
- Paste it into the matching USR sheet, keeping the column names.
- Check it here. Fix what the checker shows.
- Import it into USR, or send it to your USR partner. Run side by side for a month if you like, then switch.
Questions people ask
Which sheet do I start with?
Start with the employee sheet for HR and payroll, or customers and items for sales and books. Other sheets use the same IDs.
Is my data uploaded when I check the sheet?
No. The checker reads the file in your browser and shows the problems. Nothing is sent to USR.
Can a partner do the import for me?
Yes. Share the filled sheets with your USR partner, or ask us at apps@usrinfo.tech to find one near you.
What should I not put in the sheets?
Aadhaar numbers, bank passwords and card numbers. They are not needed to set up USR.
Your data, your responsibility. You confirm you may share the data with USR for your own business use. USR processes it under its terms and data processing agreement. Works with Excel, Google Sheets and exports from TallyPrime.