Sage Migration

In this article, you will get a complete guide on Sage Migration, know how to use the Sage Migration tool, and how to transfer Sage 50 or instant accounts data to accounting.

Sage software automates accounting operations and gives company insights. The program aids in the analysis of daily transactions. You may connect Sage software to a payroll system to precisely handle all of your financial chores and taxes.
Despite being a promising accounting program, Sage, like any other software, is susceptible to mistakes.

What is Sage Importing?

Before importing Sage 50 Accounts datasets into Sage Accounting, you can utilize the Sage Business Cloud Migration Tool to validate them. After verification, you may create a file to import into Sage Accounting.

How to Use a Sage Migration Tool

• Log in to the new server as an administrator and download Sage 50.
• Sage Timberline Office Accounting must be set up.
• On the new server, it grants you access to the Sage Migration Tool.
• Run the Sage migration application on the new server by heading to C: Program Files (x86)Timberline OfficeShared).
• Start the Sage.STO.ServerMigrator.exe program.
• Choose Browse.
• On the previous server, locate the 9.5 folders.
• Click the Validate button to validate the log file path, old server location, and new server location.
• Click the Migrate button to begin the migration process.
• When you’re done, click the Close button.
• Examine the Server Migration Log.
• It is frequently encountered in the path- [servername]Timberline Office9.5AccountingMigration.
• This will allow you to examine the sent data.

What kind of Data does Sage Migration help with?

It helps migrate data from Sage 50 or instant accounts to accounting.

Priorities to Consider Before Beginning the Sage Data Migration Process

• Consider the following critical factors to help you avoid future migration-related issues.
• Make certain that your data is adequately backed up.
• Check to determine if your data is clear of errors.
• Sage migrating tool works with 9.8 accounting update 6.3 and later.
• As a result, update the application to version 6.3 before initiating the transfer.
• To prevent difficulties later, use Sage.STO.ServerMigrator.exe instead of Sage.STO.ServerDataMigrator.exe to execute your file.
• Check to determine if the new server has enough room for installation.
• Examine whether you have administrator access to the new server.
• Reduce the preceding server’s read permissions as well.
• Ensure that your data, settings, and reports are functioning properly on the new server to avoid future problems.

How to Transfer Sage 50 or Instant Accounts Data to Accounting

If your accountant uses Accounting Partner Edition, they will be able to complete the migration in minutes. You may also manually upload your customer, supplier, and product information, as well as your opening balances, if you want. Sage 50 or Instant data backups cannot be recovered.

To manually migrate your data, follow the steps outlined below

• Gather your information
• Before migrating, you must choose a date for data transfer, confirm that your data is up to date, and create a backup.
• To help with data import into Accounting, download the Switching reports backup.
• These reports can help you ensure that your data is in the correct format before importing it.
• Data from Sage 50 or Instant Accounts can be exported.
• CSV files may be used to export customer, supplier, and product information. Opening balances for your customers and suppliers are also exported.
  • If you want to keep using the same chart of accounts, import it from a CSV file first before making any other changes in accounting.
  • Examine your Accounting settings.
  • Check that Accounting is correctly established before importing your data.
  • Accounting data should be loaded.
  • Sage 50’s CSV files should be imported.
  • Examine the data you imported.

FAQ’s