Migrating Sage 300 to Sage 500

Hello Community,

I have a couple questions that i need help with. We are thinking of moving our sister company, that is using Sage 300, to our Sage 500  software. Has anyone successfully done this before? Can someone point me in the correct direction on how to import the data into Sage 500. What modules do I need activated in Sage 500? DI, DM, DP?

Also, when we create a new company in the same database as our current company do we need to repurchase all the modules that we have already purchased? Are modules company specific or can all companies use them?

Thanks in advance for all your advice!

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  • 0

    I’m a 300/500 partner, I’ve had to do this before.

    You don’t have to repurchase any modules. You can have as many companies as your hardware can handle. You want to activate DI and DP so you can import into Staging tables using Assisted Company Setup and data entry screen where appropriate. Do a test. Make a copy on your database and register with your test license. Go into company maintenance and add a new company. Log into it and start running through the tasks in Assisted Company Setup. But you REALLY should be using your 500 partner for this, I can’t emphasize that enough. Even a better way, because the data is already in SQL  in 300 would be to back and restore the 300 data db to the same server , setup a linked server and use the APIs to pull the data into the 500 staging tables. Either way, don’t do anything in your 500 production database and I recommend using a partner to assist. If you want to do the lions share of the work that’s great, but there’s no substitute for experience.

  • 0 in reply to pmaldonato

    I really appreciate your assistance. I will heed your warnings and will definitely only work in my test database. I am a developer and am very familiar with the tables and API. I wanted some feedback to make sure I was on the correct path. I definitely will be talking to our partner if things go sideways. For right now we are just throwing around the idea.

    Thanks again. I hope you'll be around to answer a few more questions down the road!

Reply
  • 0 in reply to pmaldonato

    I really appreciate your assistance. I will heed your warnings and will definitely only work in my test database. I am a developer and am very familiar with the tables and API. I wanted some feedback to make sure I was on the correct path. I definitely will be talking to our partner if things go sideways. For right now we are just throwing around the idea.

    Thanks again. I hope you'll be around to answer a few more questions down the road!

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