How to migrate company data from version 19.8

How to migrate company data from Sage 100 Contractor version 19.8 to Sage 100 Contractor SQL.

Prepare your version 19.8 data

1. Stop all users from entering new data in the version 19.8 company file.
2. Update all databases to version 19.8.
3. Store all version 19.8 company folders in a local directory on the same server as the SQL version.
4. Keep company folders off mapped drives or flash drives.
5. Copy the entire MB7 folder to the server’s local drive if it sits on another machine.
6. Open 1-8 General Ledger Setup. Confirm all required account boxes use valid ledger numbers. Don’t leave required boxes empty.
7. Delete any previously migrated copies of a database in Database Administration if you’re re‑migrating it.
8. Log in as the Supervisor in each 19.8 company if users normally work under the built‑in Supervisor login.
9. Create new login names and passwords because the Supervisor login doesn’t migrate.

Migrate your data from version 19.8

1. Open Database Administration for Sage 100 Contractor.
2. Click Migrate from Version 19.8 in the left menu.
3. Click Migrate Company Data.
4. Click Browse, and choose a local folder, such as C:\MB7\Sample Company. Keep it local.
5. Click the down arrow next to Select a company administrator.
6. Select the user who will act as the company administrator.
7. Click Migrate Company.
8. Watch the progress bar until the migration finishes.

Migrate Custom reports and forms

1. Click Migrate from Version 19.8 in the left menu.
2. Click Migrate Custom Reports.
3. Click Browse, and choose a local folder, such as C:\MB7.
4. Click Migrate Reports.

Assign a Windows‑authenticated company administrator

1. Open Database Administration for Sage 100 Contractor.
2. Click Company Admins/SQL Logins, Add Company Administrator.
3. Choose the company from the Select the company to manage picklist.
4. Select the Windows‑authenticated user in Select a company administrator.
5. Click Create Admin User to grant access for database maintenance.