Upgrade paths for Sage 300 Construction and Real Estate and integrated products

Summary

Follow the correct upgrade path for Sage 300 Construction and Real Estate (CRE) and integrated products. Upgrade steps depend on your current version.

Resolution

CAUTION: If you use third-party products that integrate with your Sage product, check with the vendor of your third-party product to ensure their product is fully compatible with this release. If you integrate with other Sage products, check with your business partner or Sage to ensure that these components are compatible. 

CAUTION:

If you use third-party products that integrate with your Sage product, check with the vendor of your third-party product to ensure their product is fully compatible with this release. If you integrate with other Sage products, check with your business partner or Sage to ensure that these components are compatible.

 

Follow the upgrade path for your version of Sage products. For assistance with an upgrade or migration, contact your Sage Consultant or Sage Expert Services.

Upgrade path for Sage 300 CRE

  • Version 20.x and later: Upgrade directly to 26.1.
  • Version 18.x: Upgrade to 20.5, then to 26.1.
  • 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 26.1.

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
  • 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.

Other applications

See information about upgrade paths for Sage Estimating.

NOTE:

We retired the Document Management application. Review the FAQ on Document Management retirement for alternate products and migration steps.

 

 

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222924750023783
Last Modified Date
Tue Sep 23 17:54:47 UTC 2025
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