Sage 100 Estimating Data Transfer

Question

Hello, we have created some additional estimating parts in a Sample Company and would like to know if we will be able to transfer any of the parts or data into our active company without having to manually re-create? We are aiming to have a transition done mid march, some of the information in the sample company would be useful to carry over to avoid repeat work.

Char DeLange · Accepted Answer

You can build a custom report to export as much of the detail as you want to excel, then use menu 9-6 to import them from excel 
 I would create a test company from a recent backup to test it until you have a clean import, then test it out before you import to your real company

Troiwest Builders · Answer

Awesome thanks!

Erzsi_I · Answer

Hi Troiwest Builders, if the above suggested answer helped, please do mark it as verified for the benefit of others in this forum : ). Thank you! 
 
 If you have a minute, tell us about your great experience on Sage City, take this short 3 question survey

Sage Construction & Real Estate

Sage 100 Estimating Data Transfer

Top Replies

COMMUNITY

COMPANY

PARTNERS

SUPPORT & TRAINING