Plan for a Successful Migration from Sage 100 to Sage Intacct.

Are you thinking about migrating from Sage 100 to Sage Intacct? Perhaps your business has grown and your needs are now more complex. Migrating your financial management systems to a more robust, cloud-based solution can bring many benefits to your organization and, while exciting, can also bring many questions.

Sage Intacct is a natural upgrade path for Sage 100 customers but still requires thoughtful planning for migrating data and moving transactions. Our team of experts here at DWD Technology Group can help you whether you have already chosen to upgrade or are still evaluating your options. Here are some migration considerations that may assist you with your decision and preparations.

1. Create the right migration team

Be sure to include all key department managers as well as current Sage 100 system administrators. These people should have input on what data is transferred and how the new system should be set up. Do not underestimate the importance of getting everyone’s buy-in to ensure a successful and on-time implementation.

As discussed in more detail below, you’ll also want to choose an experienced Sage Partner early on who can assist you with all aspects of your upgrade journey from pre-planning to post-implementation support.

2. Determine data requirements

Data that is more straightforward to export from Sage 100 to Sage Intacct includes:

  • Chart of Accounts
  • Customers
  • Vendors
  • Inventory Items
  • Employees
  • Summary journal entries in order to facilitate comparative financial statements

Exporting transaction data such as General Ledger or Payroll entries, inventory transactions, Accounts Receivable, Accounts Payable, Purchase Orders, and Sales Orders can be more involved and deserves careful planning with your Sage Partner.

3. Clean and prepare data

An upgrade to a new system is the perfect time to review historical data and determine what makes sense to migrate into the new solution. Here are some tips to assist with data cleanup.

  • Always back up your data first.
  • Remove all vendors and customers that are out of business or no longer working with your company.
  • Consider deleting outdated inventory items or those that have been inactive for a period of time.
  • Remove employees who are no longer working for your company.

This is also the time to review your chart of accounts and determine if it could benefit from some reorganization and cleanup. If you want to make changes, a correlation between old and new accounts is necessary to facilitate the proper import of summary journal entries and ensure that all the mappings for postings will be correct.

4. Choose a Certified Sage Partner

Why should you work with a Sage Intacct migration expert? Sage Intacct is a full-featured financial management solution with many sophisticated features and functions. It’s important to work with a partner who really understands the full solution and has diverse experience and expertise with similar businesses and industries.

A certified Sage Partner like DWD works closely with Sage to help with product design and feedback. Founded in 1990 and a Sage Authorized Partner since 2001, our certified consultants have been assisting customers for decades. We have extensive knowledge of both Sage 100 and Sage Intacct software solutions, including:

  • Numerous successful Sage migrations over the past 20 years
  • Master Developers on staff to simplify complex migrations and configurations
  • Software consultants who are also CPAs with both accounting and technical expertise
  • An unparalleled commitment to helping you maximize your investment and take full advantage of your technology

When you are ready to take the next step and need a partner to provide trusted advisory, DWD is here to help. Contact us today to discuss your Sage 100 to Sage Intacct migration project.