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
  • 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 difficult and is often not part of the data migration to Sage 100.

Cleaning Up and Preparing the Sage 50 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  • Consider deleting outdated inventory items or those that have been inactive for a period of time.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 Sage 50 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.

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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.

FAQs For Sage 100 Data Migration Tips

Many businesses find that Sage 100 is the logical next step because it supports more complex business processes as an organization grows. This transition allows companies to move toward a more robust system that handles higher transaction volumes and sophisticated workflows that entry-level software can no longer support.

A successful migration requires a team that includes individuals with Sage 50 administrative privileges and key department managers. These stakeholders provide essential input on which data should be transferred and how the new Sage 100 system should be configured to meet specific departmental needs.

Upgrading your software is the perfect time to review historical records and determine what information actually makes sense to bring into the new system. You should back up your data first and then delete outdated inventory items or remove vendors and customers who are no longer active to prevent cluttering your new database.

Data that is easily exported from Sage 50 and imported into Sage 100 includes primary lists such as your chart of accounts, customers, vendors, and inventory items. You can also migrate employee lists and summary journal entries to facilitate the creation of comparative financial statements in your new system.

Exporting full transaction data such as individual payroll entries, purchase orders, or sales orders is often difficult and usually not included in a standard migration. Most businesses focus on migrating master lists and summary totals instead of every historical transaction to ensure a cleaner and more efficient transition to Sage 100.

ZIf you decide to reorganize your chart of accounts during the upgrade, you must create a correlation between your old and new accounts. This mapping is necessary to facilitate the proper import of summary journal entries and ensures that all postings land in the correct locations within the Sage 100 general ledger.

Yes, because Sage 100 is highly flexible, it can be modified to match your specific operational requirements. DWD even has a Master Developer on staff to assist if your business requires custom modifications that go beyond standard software functionality to maximize your total investment.

The first step is to perform a software needs assessment to identify your unique requirements and determine the best setup for your new environment. You can contact DWD Technology Group today to discuss your project and learn how our migration specialists can help you export and import your data accurate

DWD Technology Group has been a Sage Software Certified Partner since 2001 and employs a team of specialists who have completed numerous successful migrations over the past 20 years. Many of our consultants are also CPAs which means they provide both the technical expertise and the accounting knowledge required for a precise data transfer.

About the Author: Mary Hildinger

Mary Hildinger has been with DWD Technology Group since 1996. Mary is a Sage 100 Certified Consultant with over 29 years of experience. She has extensive experience with new software implementations (with a focus on core accounting, distribution and payroll), upgrades, training, and custom Crystal Report writing.

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