Sage 100

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  • 1.  Sage 2017 upgrade. We did a Sage 100 and CRM upgr

    Posted 08-01-2017 11:49
    Sage 2017 upgrade. We did a Sage 100 and CRM upgrade to 2017 on a test. Remigrated data to Sage (no system files remigrated on second migration into as test install of Sage100 become live install - think this is the base of the issue). CRM guy did his part reinstalling CRM. CRM guy now trying to resolve why Sage CRM not talking to Sage 100 (which seemed to be working during tests). Any info on the issue and what I could have done differently and if can solve now would be appreciated. Using Sage integration (not greytrix)


  • 2.  RE: Sage 2017 upgrade. We did a Sage 100 and CRM upgr

    Posted 08-01-2017 11:52
    Check for the correct integration engine in the CRM configuration.


  • 3.  RE: Sage 2017 upgrade. We did a Sage 100 and CRM upgr

    Posted 08-01-2017 12:42
    Just spoke with @TimEfinger about this today. My understanding is that the SYSTEM FILES Must be re-migrated during an upgrade if Sage CRM is integrated with the Sage 100 Company.


  • 4.  RE: Sage 2017 upgrade. We did a Sage 100 and CRM upgr

    Posted 08-01-2017 13:03
    @JimWoodhead and I just did one of these and had to re-migrate only the CRM files. Perhaps Jim can chime on in the exact files as I can't find them in my note. There were only a few. The rest of the conversion we just drag/drop the data files and reconverted.


  • 5.  RE: Sage 2017 upgrade. We did a Sage 100 and CRM upgr

    Posted 08-01-2017 13:04
    It was all the cu* files in Mas_system folder. I created a merge routine to merge all the CU records into the new format.