Summary
Migrate company shared in 2020 or earlier to Remote Data Access in version 2021.
Description
Cause
Resolution
Note: Migration or onboarding from the legacy technology to the Sage account (cloud ID) will only display for companies opened in Release 2021 that were previously shared in the prior release.
- Click File, Remote Data Access,Start Migration.
- Select Yes, I am the right person on the Remote Data Access Migration window.
- Enter the user name on the Connect this company to your Sage ID window.
- If you do not have users in the company, you will be prompted to Create Administrator. Choose your password and confirm.
- Enter the Sage account email address and password.
- Complete the captcha, if required. The migration process will continue.
- Match Sage 50 users with their Remote Data Access email address.
- Email address: Sage account used to access this shared company in a prior version
- Sage 50 user profiles: User names created in the Maintain, Setup Security window.
- Click the Assign a Sage 50 username drop-down.
- Select Create a new user and click Continue.
- Enter a User name and Password for the listed Sage account email address.
- Click Save.
- Click Continue. A Migration has completed window will appear.
- Click Manage Users to verify the migrated user/Sage account IDs
- Pause Sharing is required to access the User Security screen
- The program will automatically pause the company with the Manage User button is selected
- For any other computers that also are setup to access Remote Data Access:
- Immediatly upgrade to the same version.
- When on the Welcome screen, select the option to Connect to a Shared Company to relink to your cloud data.