Sage 100

Upgrading a client from 2019 Advanced to 2024 Advanced with SageCRM.  2024 was migrated as a Pilot, so I just want to refresh company data. Does anyone have a procedure for this?  Is there even a way to avoid having Sage require the remigrating system files?

@Steve Iwanowski @Wayne Schulz I didn't find anything in the Library.  Are you aware of anything?

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Barbara Goldstein
Sr. Consultant
DSD Business Systems
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Outside of the typical Upgrade Instructions, I don't recall anything specific for SageCRM, sorry.

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Steve Iwanowski, NextStep Technology Advisors, aka DSD Lancaster PA ¯\_(ツ)_/¯
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Unfortunately, we have never had success in migrating just company data when Sage CRM is involved. I think System Files are required with Sage CRM. Let me tag @Tina Leonard; she has dealt with this a few times. 

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Madeline Stefanou
RKL eSolutions, LLC
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I just redo the system migration.  If I have done work in the test system, and want to keep things (like updated Roles) I do exports from the test system before the remigration.

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Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
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You need to remigrate system files otherwise you can blow up CRM.I tried once (long and sad story) and it created a ton of work on the CRM side. I would need to read my notes but it had something to do with the company keys not being synced correctly.

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Tina Leonard
RKL eSolutions, LLC
AZ
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Thanks for the input, everyone.

I've come to realize that too many changes have occurred in system files since the initial migration, so I'm going to need to remigrate system files.  I'm exporting customizations to restore.

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Barbara Goldstein
Sr. Consultant
DSD Business Systems
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Original Message:
Sent: 10-17-2025 12:51
From: Tina Leonard
Subject: Upgrade Sage 100 with SageCRM without remigrating system files

You need to remigrate system files otherwise you can blow up CRM.I tried once (long and sad story) and it created a ton of work on the CRM side. I would need to read my notes but it had something to do with the company keys not being synced correctly.

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Tina Leonard
RKL eSolutions, LLC
AZ
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