How to migrate from Sage 50 to Sage Intacct
To migrate a client from Sage 50 to Sage Intacct with superglue's AI agent, connect the client's Sage 50 company or upload its exports, 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.
This guide covers Sage 50 US, formerly Peachtree.
What are the steps to migrate from Sage 50 to Sage Intacct?
Migrating from Sage 50 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 50 and Sage Intacct
Connect the client's Sage 50 company read-only through the Sage 50 ODBC driver, or upload the standard exports. superglue writes nothing. The client then gives superglue access to Sage Intacct.
- 02
Assess the Sage 50 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 50 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 50: 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 50?
- The client sets a data access password in Sage 50, and the superglue gateway reads the company on a computer with Sage 50 installed. The standard exports work too.
- Ask whether old years were purged. Purged transactions are gone, so those years move as balances.
- Sage 50 keeps each company in its own folder, so ask for every company in scope.
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 50 to Sage Intacct?
| In Sage 50 | In Sage Intacct |
|---|---|
| Chart of accounts | GL accounts |
| Departments in the account IDs | Dimensions such as departments, locations and classes |
| Customers | Customers |
| Jobs, phases and cost codes (Premium and higher) | Projects |
| Vendors | Vendors |
| Inventory items | Items |
| Cash accounts | Checking and credit card accounts |
Open items
Open invoices and credit memos, open purchases and vendor credits, open sales and purchase orders, and inventory on hand with its cost.
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 50 keeps every transaction that was not purged. superglue reads all of them and reports how far back the detail goes.
History loads as summary journal entries per month, account and dimension.
Which decisions do you make when you migrate from Sage 50 to Sage Intacct?
- 01
Where do the departments in Sage 50 account IDs go?
Sage 50 often repeats each account per department. Sage Intacct keeps one account and adds the department as a dimension.
superglue splits each account ID into the account and the department, so the chart has one account for each purpose.
- 02
Where do Sage 50 jobs go?
Sage 50 tracks jobs with phases and cost codes. Sage Intacct projects have tasks, and Sage Intacct Construction adds cost types.
superglue maps jobs to projects and phases to tasks, and proposes cost types from the cost codes where the client uses Sage Intacct Construction.
- 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 50, 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 50 to Sage Intacct?
Purged transactions leave gaps in the history
Sage 50 lets users purge old transactions, and the detail of those years is gone. superglue reports the first year with full detail, and moves the earlier years as balances.
Expect the chart of accounts to shrink
Many Sage 50 companies repeat each account per department, such as 6100-01 and 6100-02, so the chart often shrinks a lot once departments become dimensions. Show the client the new chart early, because their reports change with it.
Reported years still change
Sage 50 keeps two fiscal years open, and clients post into the earlier year after its figures were reported. superglue compares each reported year with the approved trial balance before the history moves.
Multi-company clients need an intercompany plan
Clients with several companies keep one company folder for each, with intercompany balances between them. Agree early which companies merge, which become entities, and how the intercompany balances settle. superglue reads every company and matches the intercompany balances.
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 50 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 50. 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 50: 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 50 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.