There are 3 primary steps to getting your data up and running. These steps must be performed in the order listed. Your data must be on a minimum level of 3.71 in order to migrate to Sage 100 ERP 4.40 and later. It is not necessary to upgrade incrementally, even data that is 3.71 can be Migrated to the 2016 Version.

For more information about installing or upgrading Sage 100, see Article ID 18216 DocLink: How to install Sage 100 and locate installation and upgrade information

Pre-Migration:

1. Open Library Master, Utilities, Pre-Migration
2. Select the Source Path of the Source Installation and the Company Code to migrate
3. Run each of the Utilities and Reports that appear in the bottom window in order to proceed to Parallel Migration below

Parallel Migration:

1. Open Library Master, Utilities, Parallel Migration
   • Migration utility can also be accessed from the Parallel Migration button in the Pre-Migration window.
   • You can also use the Migrate.exe located in the ...\MAS90\Migration folder using Windows Explorer
2. Select Next and Enter the Administrator Password for the New Installation
3. Select Next and Enter the path for the Source Data
4. Enter the Administrator Password for the Source Installation and select Next
5. Migrate System Files: the first time you migrate, System files will automatically be migrated. If additional migrations are attempted, you will be given the option to re-migrate system files. This will pull over all of the data from MAS_SYSTEM.
6. Migrate Visual Integrator Jobs: this option copies VI Jobs from the Source Installation to the Target installation.
7. Migrate Companies that already Exist: the first time you migrate, you will not get this option. If additional migrations are attempted, you will be presented with this option which will re-migrate (and thus replace) company data that has already been migrated.

Conversion:

1. Open Library Master, Main, Company Maintenance
2. Select the company you would like to convert and click the Convert button
3. If desired, select the Convert data for all companies check box and click OK. Otherwise, only the selected company will be converted.