Follow the upgrade path for your version of Sage products.

Upgrade path for Sage 300 CRE

• Version 20.x and later: Upgrade directly to 25.2.
• Version 18.x: Upgrade to 20.5, then to 25.2.
• Version 17.1 or earlier: Contact your Business Partner, Sage Consultant, or Sage Expert Services for assistance.

     NOTE: Sage 300 CRE Australian customers: Upgrade from 18.1.3 Rev 3 directly to 25.2.

Upgrading data files

• Use the Desktop, Tasks, Common Tasks, Tools, and Upgrade Files menu to update data files.
• You can upgrade all accounting application data files except Purchasing, Inventory, and Service Management.

    Special notes on older versions and steps for specific applications

• For versions 13.1 or earlier, upgrade to 15.1, then upgrade the data before moving to version 17.1.
• Open and upgrade Service Management data files on the server the first time you open the application.
• Open and upgrade Purchasing and Inventory data files on the server console, not through Remote Desktop.
• Upgrading data on a workstation sets DSNs incorrectly and causes data access errors.

     NOTE: Follow how to upgrade data files in Sage 300 CRE for details.

    Purchasing and Inventory modules on older versions

• If using Purchasing or Inventory in version 8.3.x or 9.1.x, apply Software Alert 05-M or 05-P before upgrading to 9.4.1. Contact Sage Support for getting these updates.
• If you use Purchasing and/or Inventory, we don't recommend using version 12.1. Upgrade to 13.1 or higher.

Upgrade path for Sage Estimating

• Upgrade directly from any Pervasive/Actian Estimating version for Windows to another Pervasive/Actian Windows version.
• To upgrade from Pervasive/Actian to SQL Estimating, you must be on version 9.6 or higher.
• Beginning with version 17.1, you can’t upgrade data from v4.0 (pre-Pervasive). Upgrade these files using the v16.1 or earlier.

    For DOS versions

• DOS 1.0–5.0: Upgrade to DOS 6.0.
• DOS 6.0–10.0: Upgrade to Estimating for Windows 3.1.
• Convert Sage Estimating DOS files to the current Windows version (DOS Pervasive SQL)

 NOTE: Document Management is retired. See the FAQ on Document Management retirement for alternate products and migration steps.

Install and/or Upgrade Sage Estimating (SQL)

Can I go directly to the newest Sage Estimating version? (upgrade path)

Sage 300 Construction and Real Estate: Download Portal

How do I convert my Estimating DOS files to the current Windows version? (DOS Pervasive SQL)

How do I migrate data from Pervasive to SQL Estimating (only for Sage Estimating 20.1 and Earlier) (SQL)