How to migrate from Sage 300 CRE to Acumatica
To migrate a client from Sage 300 CRE to Acumatica with superglue's AI agent, connect the client's Sage 300 CRE server, and give superglue access to the client's Acumatica account. superglue assesses the data in minutes, plans every phase, recommends an answer to each decision, and runs a trial load that reconciles to the cent before cutover. You review, decide and sign off with the client.
What are the steps to migrate from Sage 300 CRE to Acumatica?
Migrating from Sage 300 CRE to Acumatica takes six steps: connect both systems, assess the data, plan every phase, decide the mapping, run a trial load and cut over. Each load repeats exactly what you tested, and every write waits for your approval.
- 01
Connect Sage 300 CRE and Acumatica
Connect Sage 300 CRE read-only through the Timberline ODBC driver on the client's server. superglue writes nothing. The client then gives superglue access to Acumatica.
- 02
Assess the Sage 300 CRE data
In minutes, superglue counts every record, finds the open items and lists the data issues with examples. You know the size of the migration before you quote it.
- 03
Plan every phase
superglue drafts the plan from discovery to cutover, with tasks, owners and the Sage 300 CRE specifics already in it.
- 04
Decide the mapping
superglue brings each decision below with a recommendation from the client's own data. You confirm or change each answer, and the client signs the mapping.
- 05
Run the trial load
superglue loads an Acumatica test tenant and compares it with Sage 300 CRE: the trial balance per period, the open receivables and payables with their retainage, and the cost to date and open commitments per job, cost code and category. superglue explains every difference before cutover.
- 06
Cut over
At cutover, superglue loads the final data with the same steps as the trial load, and you sign the reconciliation with the client.
How do you get the data out of Sage 300 CRE?
- The superglue gateway runs on the Sage 300 CRE server, because the Sage ODBC driver comes only with a Sage installation. The client's Sage admin creates a read-only user with ODBC access and no Payroll.
- One server often holds live companies, copies and archives. superglue opens every company and shows which ones are active, so the client confirms the scope.
- superglue leaves payroll, tax IDs and bank details out of every read.
The client installs the superglue gateway once: Connecting to on-prem systems
What needs to be configured in Acumatica?
The client adds an API user and a connected application for superglue. superglue configures Acumatica and loads the data through that access, in an Acumatica test tenant first, in this order:
- 01
The features the client licenses, such as subaccounts, multicurrency and projects.
- 02
The subaccount structure, companies and branches, and the chart of accounts.
- 03
The financial year and its periods, opened for every migration date.
- 04
Cash accounts, credit terms, taxes and numbering, then the preferences and classes of each module.
- 05
Customers, vendors and items, then the opening balances and the open items.
Access setup for the client: Acumatica configuration guide
What moves from Sage 300 CRE to Acumatica?
| In Sage 300 CRE | In Acumatica |
|---|---|
| General ledger accounts | GL accounts |
| Account prefixes and suffixes | Subaccount segments and branches |
| Customers | Customers and customer classes |
| Jobs, extras, cost codes and categories | Projects and project tasks |
| Vendors and their compliance records | Vendors and vendor classes |
| Bank accounts | Cash accounts |
Open items
Open AP invoices with the retainage held, open billings with the retainage receivable, open subcontracts and purchase orders with their remaining amounts, and the cost to date per job.
Open items load as AR and AP documents with their original numbers, dates and due dates, in an open financial period, so the aging in Acumatica matches on day one.
History
superglue reads the job cost history per job, cost code and category, and the general ledger history per period.
History loads as journal transactions per financial period, account and subaccount.
Which decisions do you make when you migrate from Sage 300 CRE to Acumatica?
- 01
Where do Sage 300 CRE cost codes and categories go?
Acumatica tracks budgets by project, task, cost code and account group, and the construction features come with Construction Edition, so confirm the client licenses it before you quote.
superglue maps cost codes to Acumatica cost codes and categories to account groups such as labor, material and subcontract.
- 02
How do open commitments move?
Acumatica tracks subcontracts and purchase orders as commitments on the project budget.
superglue moves each open commitment as a subcontract or purchase order with its remaining amount and its retainage.
- 03
Which companies and branches does the client need?
In Acumatica, a company can have several branches. Branches drive balances, reports and access rights.
superglue recommends one company for each legal company in Sage 300 CRE, and branches only where the client reports per site.
- 04
Which classes carry the defaults?
Customer and vendor classes set the accounts, terms and other defaults for every record in them, and item classes set the units, the valuation method and the posting class.
superglue proposes classes from the groups the client already uses, so each record gets its defaults from its class.
- 05
How much history moves?
Most clients need the open items plus one to two years of monthly balances in Acumatica, and older years as yearly balances. The client keeps the older detail in an archive.
superglue recommends two years of monthly balances per account, and full transaction detail only where the client needs to look into single transactions.
What are the common challenges when you migrate from Sage 300 CRE to Acumatica?
Retainage moves as its own open item
Retainage held on subcontractor invoices and retainage receivable on billings must stay open after the move, apart from the invoice balance. superglue moves each retainage balance with its job and its commitment.
Cost codes and categories form one structure
Sage 300 CRE tracks cost by cost code and category, such as concrete with labor, material and subcontract. superglue maps that pair as one structure, so job cost reports keep their meaning.
Account prefixes hold the company
The prefix of a Sage 300 CRE account often stands for a company or a division. superglue splits it out of the account number and proposes where it goes.
Contracts and commitments point to missing jobs
Contracts and commitments can reference jobs that are no longer in the job master. superglue checks every job reference against the job master and the archive companies.
One server holds live companies and old copies
A Sage 300 CRE server often keeps live companies, copies, sandboxes and job archives side by side. superglue opens every company folder and reports which ones are active before the scope is set.
Job costing may have moved elsewhere
Some companies still post GL and AP in Sage 300 CRE while project managers run jobs in another system, and the job cost module sits idle for years. superglue profiles the activity of each module before the scope is set.
Project managers reconcile in job cost
Project managers trust the job cost reports more than the general ledger. superglue reconciles cost to date and open commitments per job, cost code and category, in addition to the trial balance.
Brief the controller on equity accounts
Acumatica has no equity account type, so equity accounts are set up as liability accounts and shown as equity on the balance sheet. Controllers who read the account list often ask about it, so explain it before they see it.
Finish the preferences before the first trial load
Acumatica does not load the records of a module until that module's preferences are complete. Put the preferences in the configuration plan ahead of the first trial load.
superglue also runs the rest of the Acumatica project. See the Acumatica implementation
Frequently asked questions
Which data moves from Sage 300 CRE to Acumatica?
The chart of accounts, customers, vendors and items, the open items, and as much history as the client needs. The mapping table on this page shows where each record lands in Acumatica.
Does superglue write to Acumatica without my approval?
No. superglue only reads Sage 300 CRE. Before any write to Acumatica, it shows the target, the connection and a transformed sample, and waits for your approval.
How do I know the migration is complete?
superglue reconciles the trial load and the final load against Sage 300 CRE: the trial balance per period, the open receivables and payables with their retainage, and the cost to date and open commitments per job, cost code and category. You get a reconciliation report to sign with the client.
What happens when I start this migration?
You sign up and connect the client's systems. If you want to see a full migration run first, superglue can set up Pinecrest Supply, a sample client.
Start your Sage 300 CRE to Acumatica migration
Sign up and connect the client's systems, or let superglue set up Pinecrest Supply, a sample client, to see a full migration run first.