How to migrate from Sage 100 to Sage Intacct
To migrate a client from Sage 100 to Sage Intacct with superglue's AI agent, connect the client's Sage 100 data, and give superglue access to the client's Sage Intacct account. superglue assesses the data in minutes, plans every phase, recommends an answer to each decision, and runs a trial load that reconciles to the cent before cutover. You review, decide and sign off with the client.
What are the steps to migrate from Sage 100 to Sage Intacct?
Migrating from Sage 100 to Sage Intacct takes six steps: connect both systems, assess the data, plan every phase, decide the mapping, run a trial load and cut over. Each load repeats exactly what you tested, and every write waits for your approval.
- 01
Connect Sage 100 and Sage Intacct
Connect Sage 100 read-only through its ODBC driver, or through the SQL Server database on Sage 100 Premium. superglue writes nothing. The client then gives superglue access to Sage Intacct.
- 02
Assess the Sage 100 data
In minutes, superglue counts every record, finds the open items and lists the data issues with examples. You know the size of the migration before you quote it.
- 03
Plan every phase
superglue drafts the plan from discovery to cutover, with tasks, owners and the Sage 100 specifics already in it.
- 04
Decide the mapping
superglue brings each decision below with a recommendation from the client's own data. You confirm or change each answer, and the client signs the mapping.
- 05
Run the trial load
superglue loads a Sage Intacct sandbox or implementation company and compares it with Sage 100: the trial balance per period, the open receivables and payables per customer and vendor, and the inventory value. superglue explains every difference before cutover.
- 06
Cut over
At cutover, superglue loads the final data with the same steps as the trial load, and you sign the reconciliation with the client.
How do you get the data out of Sage 100?
- The superglue gateway runs on a computer with Sage 100 installed and reads with a Sage 100 user. Sage 100 Premium can also be read straight from SQL Server.
- When superglue reads through the Sage 100 business objects, each session uses a user license while it runs, so superglue signs out after each task and the client keeps working.
- Ask which third-party enhancements the client uses, because they keep data in their own tables.
The client installs the superglue gateway once: Connecting to on-prem systems
What needs to be configured in Sage Intacct?
The client authorizes the superglue sender ID in Sage Intacct and adds a user for superglue. superglue configures Sage Intacct and loads the data through that access, in a Sage Intacct sandbox or implementation company first, in this order:
- 01
Multi-entity, the base currencies and the first fiscal month. Base currencies and the first fiscal month can change only before transactions exist.
- 02
The configuration of each module, such as General Ledger, Accounts Payable and Accounts Receivable, and the names of terms and dimensions.
- 03
Entities, locations, departments and the other dimensions.
- 04
The chart of accounts and the journals.
- 05
Customers, vendors and items, then the opening balances and the open items.
Access setup for the client: Sage Intacct configuration guide
What moves from Sage 100 to Sage Intacct?
| In Sage 100 | In Sage Intacct |
|---|---|
| General ledger accounts | GL accounts |
| Account segments such as division and department | Dimensions such as departments, locations and classes |
| Customers by AR division | Customers |
| Jobs | Projects |
| Vendors by AP division | Vendors |
| Items and product lines | Items |
| Bank codes | Checking and credit card accounts |
Open items
Open invoices, credit memos and unapplied cash, open AP invoices, open sales and purchase orders, and inventory on hand per warehouse.
Open items load as AR invoices and AP bills with their original numbers, dates and due dates, so the aging in Sage Intacct matches on day one.
History
Sage 100 keeps history as long as the retention settings allow. superglue reads all of it and reports the first complete year.
History loads as summary journal entries per month, account and dimension.
Which decisions do you make when you migrate from Sage 100 to Sage Intacct?
- 01
Where do Sage 100 account segments go?
Sage 100 accounts often carry divisions or departments as extra segments. Sage Intacct keeps one account and moves the rest into dimensions.
superglue splits each account into the main account and dimension values, usually departments or locations.
- 02
What happens to the AR divisions?
Sage 100 can keep the same company in several AR divisions under separate customer numbers.
superglue recommends one Sage Intacct customer for each company, and the division as a location or department on the transactions.
- 03
Which companies become entities, and which become locations?
In Sage Intacct, an entity has its own books, tax and bank accounts. A location only adds a reporting value.
superglue recommends one entity for each legal company in Sage 100, and locations for the sites inside a company.
- 04
Which records are shared across entities?
Customers, vendors and items can live at the top level and be shared, or belong to one entity.
superglue recommends shared customers and vendors, so each company appears once and intercompany reporting stays clean.
- 05
How much history moves?
Most clients need the open items plus one to two years of monthly balances in Sage Intacct, and older years as yearly balances. The client keeps the older detail in an archive.
superglue recommends two years of monthly balances per account, and full transaction detail only where the client needs to look into single transactions.
What are the common challenges when you migrate from Sage 100 to Sage Intacct?
The AR division is part of the customer number
The same company can exist as 01-ACME and 02-ACME, with separate balances. superglue finds these pairs and proposes one customer, with the division kept for reporting.
Product lines decide the accounts
Each product line holds the sales, cost of goods sold and inventory accounts for its items. superglue maps the product lines to the account defaults in the new system, so postings stay the same.
Enhancements add their own tables
Third-party enhancements add fields and tables that the standard exports miss. superglue reads the whole database and lists the extra data, so you decide what moves.
Registers that were not updated sit outside the general ledger
Sales journals and AP invoice registers that were entered but not updated do not appear in the general ledger. superglue lists them before each load.
Plan module configuration as its own workstream
In Sage Intacct, the settings of General Ledger, Accounts Payable and the other modules cannot be imported like data. Unless the partner starts from a template company, they are set by hand, screen by screen. superglue sets them and checks every value, so the configuration is ready when the data is.
Agree user-defined dimensions with the person who reports on them
A user-defined dimension stays in Sage Intacct once it holds data. Add only the ones the client will report on, and get each one agreed before the first load.
superglue also runs the rest of the Sage Intacct project. See the Sage Intacct implementation
Frequently asked questions
Which data moves from Sage 100 to Sage Intacct?
The chart of accounts, customers, vendors and items, the open items, and as much history as the client needs. The mapping table on this page shows where each record lands in Sage Intacct.
Does superglue write to Sage Intacct without my approval?
No. superglue only reads Sage 100. Before any write to Sage Intacct, it shows the target, the connection and a transformed sample, and waits for your approval.
How do I know the migration is complete?
superglue reconciles the trial load and the final load against Sage 100: the trial balance per period, the open receivables and payables per customer and vendor, and the inventory value. You get a reconciliation report to sign with the client.
What happens when I start this migration?
You sign up and connect the client's systems. If you want to see a full migration run first, superglue can set up Pinecrest Supply, a sample client.
Start your Sage 100 to Sage Intacct migration
Sign up and connect the client's systems, or let superglue set up Pinecrest Supply, a sample client, to see a full migration run first.