The Easier Way to Migrate from Sage 300 to Sage Intacct

Posted by EQ Tech on Nov 10, 2020 12:00:00 AM

The Easier Way to Migrate from Sage 300 to Sage Intacct

Sage 300 and Sage Intacct are like two sides of the same coin. Each offers a unique and powerful features set, yet both handle similar workloads and cater to an overlapping user base. Given their closely connected nature, it’s no surprise that companies often migrate from one solution to the other – but don’t assume that link makes migration easy.

Realistically, any switch from one software platform to another creates countless obstacles along the way. Moving reams of important data out of one system and into another all while trying to optimize the new software involves days and weeks of careful work, any of which could go wrong and delay the implementation or compromise the new software. How you choose to migrate is just as important (if not more) than what product you adopt.

For those looking to make the leap from Sage 300 to Sage Intacct, the selection of a migration partner determines the success or failure of the whole effort. It’s critical. Look for these features in any partner you consider:

  • Experience – A partner who’s been through the migration process before knows how to plan for the unexpected and adapt when things don’t go as planned. Evaluate experience based on the number of migrations a partner has performed, and how many of them were for companies similar to your own (by size, industry, or technical capacity).
  • Expertise – The key to a successful migration is understanding both products: the old one (Sage 300) and the new one (Sage Intacct). Partners with expertise on either end of the migration know how to avoid common obstacles and smooth out points of friction between the systems. Ideally, your partner has expertise in the entire Sage ecosystem so that you can migrate to Sage Intacct and also supplement it with whatever else you may need.
  • Exceptionalism – The leading Sage specialists don’t just conduct the migration – they optimize it. They’ve built their own tools and tech products to, for instance, automatically extract data from Sage 300 and populate it into Sage Intacct. Partners who develop proprietary migration tools demonstrate they have the experience to understand the hurdles ahead and the expertise to devise solutions – on top of the wherewithal to do what other migration partners haven’t.

Equation Technologies is here to guide you out of Sage 300 and into Sage Intacct. It’s a journey we know well. We spent years developing a team, techniques, and tools to make sure the migration proceeds exactly as planned and the resulting Sage Intacct product exceed expectations.

Specifically, Equation Technologies has developed a migration utility. This utility is especially crucial for saving time on the implementation when companies have multiple entities. Our utility can migrate detailed General Ledger history with mapping to a new chart of account structure with dimensions. The migration utility will also extract vendors, customers, open Accounts Receivables, and open Accounts Payables from Sage 300 and populates the Intacct import templates, making this a very efficient process which saves our clients both time and money.

When you are ready to migrate the easier, more reliable way, contact Equation Technologies.

Topics: Sage 300 (ACCPAC), Sage 300cloud, Sage Intacct, Accounting Software, Financial Software

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