Moving from Sage 50 Accounts to Sage 200 Standard Online

Even if you already have data in Sage 50 Accounts, you may wish to use this as an opportunity to start again with a clean slate. Rather than moving any of your old data across, you can set the program up as per your business requirements then start entering data as you go. This would include creating any customer and supplier records as and when necessary, along with any stock items and nominal codes.

If you choose this option, there are no additional set up costs involved. Select the 'What to do next link below' to find out how to get started.

You're now ready to start entering your data. Whatever you need help with, you can access the Sage 200 Standard Online Help Centre at any time to get you on your way.

If you'd prefer us to import your existing records from Sage 50 Accounts for you, no problem. We'll require you to upload the latest backup of your data to our website. We'll then export all of your customer, supplier, nominal and product records and import these into Sage 200 Standard Online for you. You can then review them in your new software and delete any old or obsolete records you no longer require before you start processing.

There is a charge of £250 + VAT (€299 excl VAT) for this service.

Follow the steps below to get your data to us. Once you've done that, we'll do the rest and let you know when we've finished setting up your software. As all data sets are different in size, we can't give you an exact date of completion but we will of course aim to get it done as quickly as possible for you.

1. Give us a call on 0845 111 5555. You'll need your account number when you call so please have this to hand.
2. One of our technicians will give you an Incident Reference number in the format 123456-ABCDE. Please make a note of this as you'll need it when you upload your data on our website.
3. Once you've got your Incident Reference number, you can head over to My Sage to upload a backup of your Sage 50 Accounts data. If you haven't yet taken a backup and need help doing so, you can use Ask Sage article 26438 which explains how to create one.

   Note: When you create your backup, ensure you only select the 'Data Files' tickbox in Advanced Options. This keeps the file size down and reduces the time taken to upload the data.

   Once you've got your backup file and your Incident Reference, you're ready to upload your data!

4. To upload your data, head to the Data Services page in My Sage. You'll need to log in with your Sage ID which is made up of your email address and password. If you've not yet created a Sage ID, take a look at Ask Sage article 26607 which explains how to get one.
5. Select the 'Upload new data' button and select Yes when prompted.
6. Select your Sage 50 Accounts registration and then choose the 'Sage 50 to Sage 200 Migration' option and press Next.
7. Choose the migration service level and tick the box to agree to the terms and conditions before pressing Next.
8. Fill in your details (including your Incident Reference number) on the next screen and press Next.
9. If you don't use Sage 50 Accounts in conjunction with a third party product, just press Next. If you do, select Yes, complete the relevant details and then press Next.
10. On the Additional Information screen, let us know of any information that will assist with your migration. For example, if you have a password on your data or if you only want us to migrate certain elements of your data (such as you only want your customer records migrating and not your suppliers). Or you can skip this screen altogether by selecting Next.
11. Select Yes or No on the Better Experience screen and then press Next.
12. Complete the Authorisation screen and press Next.
13. Confirm your details are correct then select the 'Upload Files' button.
14. Select Browse, locate your backup file, press Open then select 'Upload Files'.

That's it!

Once we've completed your migration, we'll be in touch as soon as we can to let you know how to get started.

Whilst you're waiting for the migration to be completed, why not take a look at our Sage 200 Standard Online Help Centre and become familiar with how to carry out basic tasks by reading our help pages or watching some demonstration videos. This will give you a head start when you're ready to start processing in your new software.

Also, if you haven't already, you should make sure you've downloaded the Sage 200 Standard Online app to your PC so you're ready to go once we've finished migrating your data. The steps in the table below will take you through this quick and easy process if you need to.

If you'd like to retain your existing records and the balances associated with individual accounts such as customer, supplier and nominal records, you can send us a copy of your existing Sage 50 Accounts data and we'll add these to your new Sage 200 Standard Online company for you. Each record, where necessary, will have one transaction assigned to it to indicate the balance as at a particular date. To do this, we'll require you to upload the latest backup of your data to our website.

There is a charge of £500 + VAT (€599 excl VAT) for this service.

Note: It is not possible to retain any individual transactions on any accounts. All outstanding balances against each customer, supplier or nominal code will be grouped and displayed as a single outstanding transaction per account. For example, if you have a customer record with 3 outstanding invoices of £250 each, this will show as a single opening balance transaction of £750 for that account in Sage 200 Standard Online.

Follow the steps below to get your data to us. Once you've done that, we'll do the rest and let you know when we've finished setting up your software. As all data sets are different in size, we can't give you an exact date of completion but we will of course aim to get it done as quickly as possible for you.

1. Give us a call on 0845 111 5555. You'll need your account number when you call so please have this to hand.
2. One of our technicians will give you an Incident Reference number in the format 123456-ABCDE. Please make a note of this as you'll need it when you upload your data on our website.
3. Once you've got your Incident Reference number, you can head over to My Sage to upload a backup of your Sage 50 Accounts data. If you haven't yet taken a backup and need help doing so, you can use Ask Sage article 26438 which explains how to create one.

   Note: When you create your backup, ensure you only select the 'Data Files' tickbox in Advanced Options. This keeps the file size down and reduces the time taken to upload the data.

   Once you've got your backup file and your Incident Reference, you're ready to upload your data!

4. To upload your data, head to the Data Services page in My Sage. You'll need to log in with your Sage ID which is made up of your email address and password. If you've not yet created a Sage ID, take a look at Ask Sage article 26607 which explains how to get one.
5. Select the 'Upload new data' button and select Yes when prompted.
6. Select your Sage 50 Accounts registration and then choose the 'Sage 50 to Sage 200 Migration' option and press Next.
7. Choose the migration service level and tick the box to agree to the terms and conditions before pressing Next.
8. Fill in your details (including your Incident Reference number) on the next screen and press Next.
9. If you don't use Sage 50 Accounts in conjunction with a third party product, just press Next. If you do, select Yes, complete the relevant details and then press Next.
10. On the Additional Information screen, let us know of any information that will assist with your migration. For example, if you have a password on your data or if you only want us to migrate certain elements of your data (such as you only want your customer records migrating and not your suppliers). Or you can skip this screen altogether by selecting Next.
11. Select Yes or No on the Better Experience screen and then press Next.
12. Complete the Authorisation screen and press Next.
13. Confirm your details are correct then select the 'Upload Files' button.
14. Select Browse, locate your backup file, press Open then select 'Upload Files'.

That's it!

Once we've completed your migration, we'll be in touch as soon as we can to let you know how to get started.

Whilst you're waiting for the migration to be completed, why not take a look at our Sage 200 Standard Online Help Centre and become familiar with how to carry out basic tasks by reading our help pages or watching some demonstration videos. This will give you a head start when you're ready to start processing in your new software.

Also, if you haven't already, you should make sure you've downloaded the Sage 200 Standard Online app to your PC so you're ready to go once we've finished migrating your data. The steps in the table below will take you through this quick and easy process if you need to.