MILESTONE SERVICES - SAGE 100 TO ACUMATICA MIGRATION

Sage 100 Migration Services

Move to Acumatica with Confidence

Milestone helps businesses evaluate the move from Sage 100 to Acumatica, define the migration scope, and plan the transition with less disruption.

Milestone has worked with Sage 100 since 1996 and has been an Acumatica partner since 2015. We understand both systems and help you plan what should move, what should change, and how Acumatica should be configured around your business.

Migration Planning

Planning Your Sage 100 Migration

Moving from Sage 100 does not mean starting from scratch. Milestone reviews the workflows, reporting, user roles, security requirements, and connected systems your business relies on.

That process helps determine what should carry forward, what should change, and what needs to be addressed before moving to Acumatica.

Reports
Review the reports your team relies on and determine how those reporting needs should be met in Acumatica.
Custom Fields
Review Sage 100 user-defined fields (UDFs), how they are used, and which information needs to carry forward.
History
Agree on the historical data to migrate and how older records will remain accessible for reference.
Add-ons
Review connected applications and determine which should remain, be replaced, or be addressed through a different process.

Migration Review

What We Review Before Your Sage 100 Migration

Data & Historical Records
Decide what moves to Acumatica, what stays available for reference, and how much history should come forward.
Reporting & Dashboards
Identify the Sage 100 reports your team relies on and what should be rebuilt, improved, or replaced in Acumatica.
Business & Industry Workflows
Review the financial and operational processes that need to carry forward into the new system.
Connected Systems & Integrations
Identify CRM, payroll, eCommerce, shipping, and other systems that need to work with Acumatica.
Users, Roles & Security
Plan roles, permissions, and access around how people will use the new system.

Migration Scope

What a Sage 100 Migration Can Include

Before anything moves from Sage 100, the migration scope needs to be clear. Milestone reviews the data, configuration, reporting, and records your team needs in Acumatica, then defines what will be migrated, configured, rebuilt, or retained for reference.

Core configuration and general ledger setup
Open accounts receivable, accounts payable, sales orders, and purchase orders
Selected historical data and an archive strategy
Customer, vendor, and inventory records
User-defined fields (UDFs) and classifications
Reports, dashboards, and supporting data relationships
Inventory configuration, item pricing, and related setup
Bank accounts and opening balances

The final migration scope depends on your Sage 100 environment, data, modules, integrations, and reporting requirements.

Migration Process

Sage 100 Migration Process

Every Sage 100 migration is different, but the work follows a clear path. Milestone moves from assessment and planning through data migration, training, go-live, and ongoing support so your team knows what to expect throughout the project.

1
Assessment
Review your Sage 100 environment, data, reporting, integrations, and the workflows your team relies on.
2
Design & Mapping
Map accounts, data, reporting requirements, and business processes from Sage 100 into the Acumatica environment.
3
Data Migration
Clean, convert, load, and validate the data included in the agreed migration scope.
4
Training & Validation
Train users and validate balances, aging, reports, and key workflows before go-live.
5
Go-Live & Ongoing Support
Move into production with Milestone support through go-live and as your team settles into the new system.

Why Milestone

Why Move From Sage 100 With Milestone?

Milestone brings experience with both sides of the migration: the Sage 100 system you are leaving and the Acumatica system you are moving to.

Sage 100 Experience
Milestone has worked with Sage 100 since 1996. That experience helps us understand how your existing setup supports daily work and what needs attention during the transition.
Acumatica Implementation Experience
We configure Acumatica around the financial and operational requirements identified during discovery rather than simply recreating Sage 100 in the cloud.
Support Beyond Go-Live
Milestone stays involved through testing, training, go-live, and ongoing support as your business and system requirements change.
30+
Years of ERP Experience
Since 2015
Acumatica Partner
Gold-Certified
Acumatica Partner

FAQ

Sage 100 Migration FAQs

Considering a Sage 100 Migration?

We'll talk with you about your current pain points, reporting needs, integrations, and business goals to help you decide whether moving to Acumatica is the right next step.

Schedule a Call

Still comparing systems? Compare Sage 100 vs. Acumatica →