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Streamline Data Migration with Bulk Import Templates

WhiteBooks DataHub offers prebuilt import templates for invoices, GST returns, and multi entity data for accurate, error free bulk migration with faster,. WhiteBooks Best Accounting Data Migration Templates runs on India's GSP-certified, cloud-first business management platform used by 25,000+ businesses.

WhiteBooks provides a library of prebuilt import templates for sales, purchase, GST, Tally, Sage, and multi entity data for error free bulk imports without manual setup.

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Features
All Templates

Comprehensive Template Library for Quick Bulk Imports

WhiteBooks maintains a centralized pre-built import template library in the DataHub Templates module, covering WhiteBooks, Tally, and Sage. Every template is pre-formatted for its invoice type and data source, eliminating manual setup and ensuring accurate bulk imports.
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Source Template Categorization

Templates are categorized into All, WhiteBooks, Tally, and Sage, allowing businesses to filter by source. This enables rapid identification of the correct template for the specific data source and transaction type, without browsing unrelated templates, streamlining the selection process.

Pre-Built Template Availability

All templates are pre-formatted Excel files ready for immediate data entry. Businesses can begin populating bulk import data without configuring columns, headers, or field structures, reducing setup time and ensuring consistent, error-free imports.

Cross-Source Templates

The library supports WhiteBooks, Tally, and Sage, providing a single repository for multi-system or transitioning environments. This ensures all source data can be imported accurately using standardized templates without maintaining separate template collections.
Native Templates Library

Comprehensive Templates for Sales, Purchase & GST

WhiteBooks provides 12 ready-to-use import templates for all transactions and compliance documents. Designed to platform standards, they ensure error-free bulk imports and are organized by sales, purchase, and GST compliance categories.
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Sales Template Suite

Four native sales templates cover standard invoices, enriched multi-field sales records, and global sales imports. Each template ensures every sales transaction is correctly mapped, fully attributed, and ready for immediate bulk import, accommodating all data volumes and field complexities.

Purchase Template Suite

Three native purchase templates handle standard, single-sheet, and global purchase invoices. These templates guarantee accurate mapping of every purchase transaction, supporting complete bulk import of diverse purchase data formats without field misalignment.

Compliance Template Suite

Five native templates cover standard e-invoices, global e-invoices, entertainment invoices, GSTR6, and global GSTR6 imports. Each template ensures accurate bulk registration of statutory compliance data, maintaining field integrity and adherence to GST reporting requirements.
Tally

Pre-Built Tally Templates for Direct Bulk Import

WhiteBooks offers four Tally-compatible import templates for sales and purchase exports across Tally versions. Pre-aligned to Tally’s layouts and field conventions, they ensure accurate bulk imports for seamless transition or parallel record maintenance.
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Tally Sales Templates

Three sales templates — Tally Sales Template, Tally Sales Prime Template, and Tally Sales Template V1.7 — cover different Tally versions and editions. Each template ensures that sales transaction data from any Tally version imports correctly into WhiteBooks without field misalignment or mapping errors.

Tally Purchase Template

A dedicated Tally Purchase Template aligns with Tally’s purchase export format, enabling direct import of purchase bills into WhiteBooks. The template ensures accurate bulk registration of all historical purchase records without manual column adjustments.

Tally Template Coverage

Multiple Tally sales template versions ensure compatibility with various Tally installations and subscription tiers. Using the correct version prevents import failures and field misalignment, maintaining data integrity across all Tally-to-WhiteBooks migrations.
Sage

Ready-to-Use Sage Import Templates

WhiteBooks offers three Sage-compatible import templates for sales, purchase, and e-invoice data. Pre-aligned to Sage’s layouts and field conventions, they enable accurate bulk imports for seamless Sage-to-WhiteBooks transitions or parallel record maintenance.
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Sage Sales Template

The Sage Sales Template matches Sage’s sales export layout and field names, allowing direct import of sales invoices into WhiteBooks. It ensures accurate bulk registration of all historical sales data without requiring manual column adjustments or mapping corrections.

Sage Purchase Template

The Sage Purchase Template aligns with Sage’s purchase export format, enabling direct import of purchase bills into WhiteBooks. It guarantees precise bulk registration of purchase history with pre-mapped fields, eliminating errors from manual file restructuring.

Sage e-Invoice Template

The Sage e-Invoice Template matches Sage’s e-invoice export layout, allowing direct import of statutory compliance documents into WhiteBooks. It ensures accurate bulk registration of e-invoice records with fully aligned fields, supporting seamless compliance data migration.
Sales Template Suite

Comprehensive Sales Import Templates

WhiteBooks offers three sales import variants — Standard, Additional Fields, and All Fields — designed for different levels of data complexity. Pre-built to platform specifications, they ensure accurate capture of every sales record without manual column or field adjustments.
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WhiteBooks Sales Template

The standard template covers core sales invoice fields including party details, invoice number, date, item details, quantities, rates, and GST amounts. It ensures accurate registration of all standard sales transactions without missing mandatory fields.

Sales Template Plus

This variant extends the standard template to include supplementary transaction attributes, enabling businesses with enriched sales data to import all additional details seamlessly. No manual column additions are required.

Sales Template Complete

The all-fields template captures every possible sales transaction attribute supported by WhiteBooks, ensuring maximum completeness. It is ideal for businesses requiring full data coverage for detailed sales records.
Global Templates

Global Compliance Templates for Sales, Purchase & e-Invoices

WhiteBooks offers four global import templates — Sales, Purchase, E-Invoices, and GSTR-6 — for multi-location, multi-entity, or cross-jurisdiction transactions. Pre-built to capture all geographic, entity, and statutory fields, they ensure accurate registration of globally scoped data.
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Global Sales Templates

These templates accommodate transaction data spanning multiple geographies and business locations. They capture additional geographic and entity-level fields required for cross-location sales and purchase registration, preventing omissions that could occur with standard single-geography templates.

Global e-Invoices Template

Designed for cross-jurisdiction statutory document imports, this template includes all jurisdiction-specific fields needed for accurate e-invoice registration across multiple compliance regions. It prevents field gaps that would arise if single-jurisdiction templates were used.

Global GSTR6 Template

The global GSTR6 template handles multi-entity or multi-GST registration imports, capturing all entity-level and registration-specific fields. It ensures complete and accurate GSTR6 compliance data registration across multiple GST numbers without omissions.
GSTR6 Templates

Accurate GSTR-6 Bulk Import Templates

WhiteBooks provides two GSTR-6 templates — Standard and Global — enabling Input Service Distributors to import ISD credit and return data in bulk with all statutory fields, ensuring accurate registration without manual adjustments.
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WhiteBooks GSTR6 Template

The standard template covers core ISD return fields, including ledger details, credit distribution amounts, recipient GSTINs, and return period data. It ensures accurate registration of every GSTR6 record for single GST registrations.

Global GSTR6 Template

The global template extends the standard variant to handle multi-registration ISD structures, adding entity-level and registration-specific fields. It enables bulk import of GSTR6 return data across multiple GST numbers simultaneously.

GSTR6 Template Accuracy

Both templates are structured to meet statutory field requirements precisely, ensuring that every ISD credit distribution and return record is fully compliant. This prevents errors that could occur if generic templates were used for GSTR6 data imports.
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WhiteBooks DataHub enables accurate mapping and error free bulk import of sales, purchase, e-Invoice, and GST data with prebuilt templates.
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Accounting pricing — built around what you actually use

WhiteBooks Accounting runs on a custom pricing model. We size the plan to your filing volume, number of GSTINs, integration scope and support tier — not to a fixed SKU. Most teams move from sandbox to production inside a week.

Start Free

Use the sandbox for as long as you need. No credit card. Real schemas, real responses, no usage caps for evaluation.

Talk to Sales

Tell us your filing volume and integrations. We come back with a written quote, SLA and onboarding plan within one business day.

Enterprise Plans

Multi-GSTIN, SSO, dedicated support, on-premise deployment and custom SLAs available for large teams.

Who this Accounting solution is built for

Every Accounting workflow on this page is shaped by feedback from real practitioners — accountants who file every month, integration engineers wiring our APIs into ERPs, and compliance heads accountable to the board for what gets submitted.

Accountants & Bookkeepers

Manage chart of accounts, vouchers, contra entries, bank statements and trial balance for unlimited clients without spreadsheets.

SME Finance Teams

Real-time P&L, balance sheet and cash-flow reports with drill-down to source documents — no month-end scramble.

Auditors & Reviewers

Read-only auditor logins, locked periods, immutable audit trail and one-click export of ledgers + supporting evidence.

Partner with WhiteBooks

WhiteBooks works with CA firms, ERP vendors, system integrators and channel partners across India and the GCC. Pick the track that matches how you serve clients — we will share commercials, training and co-marketing kits.

CA & Practitioner Partners

Onboard your client base, earn margin on every plan and get a co-branded portal to manage filings, due dates and ITC reconciliation.

Integration Partners

ERPs, POS systems and billing platforms — ship native WhiteBooks GST / e-Invoice / e-Way Bill integrations to your customers without building it yourself.

Channel & Resellers

Regional resellers and consultants — earn recurring commissions, get pre-sales support and a sandbox tenant for every prospect demo.

Accounting resources & documentation

Everything you need to evaluate, integrate and run Accounting on WhiteBooks — product docs, API references, code samples and a glossary that explains every acronym in plain English.

Accounting Software →

Vouchers, banking, inventory, reports and multi-user roles.

Banking Workflows →

Bank statement import, auto-reconcile and BRS reports.

Accounting Reports →

P&L, balance sheet, trial balance, cash-flow and 30+ MIS reports.

Glossary →

Accounting and tax terms explained in plain English.

Frequently Asked Questions

We have put together some commonly asked questions

WhiteBooks maintains a centralized pre-built import template library in the DataHub Templates module, categorized into All, WhiteBooks, Tally, and Sage — allowing businesses to filter instantly by source. Every template is pre-formatted for its specific invoice type and data source, eliminating manual setup and providing a single repository for multi-system or transitioning environments.

WhiteBooks provides 12 ready-to-use native templates organized across three categories — four sales templates covering standard, enriched multi-field, and global sales imports; three purchase templates for standard, single-sheet, and global purchase invoices; and five compliance templates covering standard e-invoices, global e-invoices, entertainment invoices, GSTR6, and global GSTR6 imports. Each template is pre-built to platform standards for error-free bulk registration.

WhiteBooks offers three sales import variants — the Standard template covering core invoice fields (party details, invoice number, date, item details, quantities, rates, and GST amounts); the Additional Fields template extending this with supplementary transaction attributes for enriched data; and the All Fields template capturing every possible sales transaction attribute supported by the platform, ideal for businesses requiring maximum data completeness.

WhiteBooks offers four Tally-compatible templates — three sales variants (Tally Sales Template, Tally Sales Prime Template, and Tally Sales Template V1.7) covering different Tally versions and editions, and a dedicated Tally Purchase Template aligned with Tally's purchase export format. Multiple sales versions ensure compatibility with various Tally installations and subscription tiers, preventing import failures and field misalignment across all Tally-to-WhiteBooks migrations.

WhiteBooks offers three Sage-compatible templates — the Sage Sales Template aligned with Sage's sales export layout for direct invoice import, the Sage Purchase Template matching Sage's purchase export format for accurate bill registration, and the Sage e-Invoice Template aligned with Sage's e-invoice layout for seamless statutory compliance data migration. All three are pre-aligned to Sage's field conventions, eliminating manual column adjustments.

WhiteBooks provides four global import templates — Global Sales, Global Purchase, Global E-Invoices, and Global GSTR6 — specifically designed for multi-location, multi-entity, or cross-jurisdiction transactions. Each captures additional geographic, entity-level, and jurisdiction-specific fields that standard single-geography templates omit, ensuring accurate bulk registration of globally scoped transaction and compliance data.

WhiteBooks provides two GSTR-6 templates — the Standard template covering core ISD return fields including ledger details, credit distribution amounts, recipient GSTINs, and return period data for single GST registrations; and the Global GSTR6 template extending this with entity-level and registration-specific fields to handle multi-registration ISD structures across multiple GST numbers simultaneously.

All WhiteBooks templates are pre-formatted Excel files ready for immediate data entry — businesses can begin populating bulk import data directly without configuring columns, headers, or field structures. Each template is pre-aligned to its specific invoice type and data source, ensuring consistent, error-free imports and eliminating the setup time that would otherwise be required for manual template creation.

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Quick Answer

Streamline Data Migration with Bulk Import Templates

WhiteBooks Accounting Software is a cloud-based books-and-billing platform covering invoices, purchases, expenses, banking, inventory, payroll and financial reports under one login. It connects to 40+ ERPs including SAP, Oracle, Dynamics and Tally via REST API and is used by 25,000+ Indian businesses with 99.99% uptime and 24×7 Indian support. This feature is part of the Accounting module inside WhiteBooks.

25,000+ businesses served
40+ ERPs integrated
99.99% uptime SLA
24×7 Indian support
By CA Atul GargReviewing Editor — WhiteBooks Accounting Editorial DeskReviewed by the WhiteBooks Editorial Board · Last updated 8 June 2026
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sales@whitebooks.in | API Sales: +91 8106433737 | API Support: +91 9032111388 | SW Sales: +91 8106531717 | SW Support: +91 9032111788

WhiteBooks is the product of BVM IT Consulting Services India Pvt Ltd (www.bvmcs.com), A GSP (GST Suvidha Provider) License holder from GSTIN(Govt.).