Many Sage 50 software users find it beneficial to upgrade their software as they grow and their business processes become more complex. Sage 50 to Sage 100 migration has been a natural upgrade path and “next step” transition for many businesses over the years.
DWD has been a Sage Software Certified Partner since 2001 and has many years of expertise with both Sage 50 and Sage 100. Here are some tips for migrating data and moving transactions from the old software to the new.
Sage 50 to Sage 100 Data Migration Tips
So you’ve decided you want to upgrade your Sage 50 system to Sage 100, now what?
First, you’ll need to determine who should be part of the data migration process.
You’ll want to include those that have Sage 50 administrative privileges within your company as well as key department managers who will have input on what data is transferred and how the new system should be set up.
You’ll also want to start thinking about finding a Sage partner who can assist you with all aspects of the Sage 50 to Sage 100 upgrade project.
Next, you’ll need to determine what data you want to be migrated from your existing Sage 50 system to your new Sage 100 system.
What data can be migrated from Sage 50 to Sage 100?
Data that can be easily exported out of Sage 50 and imported into Sage 100 include lists such as:
- Chart of Accounts
- Inventory Items
- 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 difficult and is often not part of the data migration to Sage 100.
Cleaning Up and Preparing the Data
Before importing into your new Sage 100 system, you’ll want to clean up the data.
When a company upgrades its software system, it is the perfect time to review historical data to determine what makes sense to bring into the new system.
Back up your data first, then keep the good and delete the bad.
- If you want to reorganize your chart of accounts, a correlation between old and new accounts would be necessary to facilitate the proper import of summary journal entries and ensure that all the mappings for postings will be correct.
- 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- Consider deleting outdated inventory items or those that have been inactive for a period of time.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 that are no longer working for your company.
Using a Sage Partner to Assist with Data Migration
Next, you’ll need to find a Sage Partner to assist your company with the software and data migration.
The consultants at DWD Technology Group have been assisting customers through the Sage 50 to Sage 100 migration path for years. Our team of migration specialists can help you export Sage 50 data from your existing system and determine what data makes sense to import into your new Sage 100 system.
Why work with DWD’s Sage 50 to Sage 100 migration experts?
- Our consultants are certified and have extensive knowledge of both software solutions.
- We’ve completed numerous successful Sage 50 to Sage 100 migrations over the past 20 years.
- We have a Master Developer on staff in case your business requires custom modifications to fit your new Sage 100 system to your unique business needs.
- Many of our software consultants are also CPA’s with both accounting and technical expertise.
- We are dedicated to helping you maximize your investment, by helping you to take full advantage of your system’s total potential.
DWD has been a Sage Software Certified Partner since 2001 and has many years of expertise with both Sage 50 and Sage 100. Contact us today to discuss your Sage 50 to Sage 100 migration project.