Sage 100

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Export/Import roles

Posted By Gerhard Strydom over 2 years ago

I have several companies running different Sage versions, mostly Sage100 Advanced 2020, trying to migrate over to Sage100 2020 Premium. I am trying to export the roles, any advice on how to do that, am I missing something obvious?

0 Kevin M over 2 years ago

Role exports / imports were added in v2021. Prior to that, it had to be done manually. (The back end data is not user friendly at all).
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0 Gerhard Strydom over 2 years ago in reply to Kevin M

Hi Kevin,

new here, thank you for your reply, I have Sage 100 Advanced 2020 on 2 instances, but migrating to a 2021 Premium, so only manual entry for those on the 2020 version? Any way to do it with VI?
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0 Kevin M over 2 years ago in reply to Gerhard Strydom

There is no easy way, and I don't believe the Role tables are open to VI.

Assuming you are on the subscription license, I'd try to migrate one, export from v2021, then migrate the other (overwriting the first migration), then import what you exported from the temp migration (so the v2021 has role details from both systems, assuming no role name overlap).

Untested.
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