Migrate to Sage Online from Pastel Express

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  • adrianb@servatech.co.za
    Junior Member
    • Aug 2011
    • 10

    #1

    [Question] Migrate to Sage Online from Pastel Express

    Our online courier company ICExpress is in the process of retiring our Pastel Accounting (which has been loyal to us for many years) and moving to Sage One cloud accounting.
    Question is has anybody successfully migrated their data across, or is it just a matter of "take on balances" and keeping backups of the old Pastel system?

    Kind Regards
    Adrian Boshoff
    Last edited by Dave A; 20-Jul-22, 06:46 AM.
    Servatech
    http://www.servatech.co.za
    https://www.ic-express.co.za
  • Kevin Smith
    Silver Member

    • Aug 2018
    • 262

    #2
    Yes, you can migrate your data to Sage One. Bear in mind that your "Current" Pastel Xpress database only holds your current year and last years transactions, which is what would be converted to Sage One. Your historical databases are not generally taken over, so you need to keep your backups of those on the Xpress system. If you want to move everything to the cloud, there is an option to pay for additional companies on Sage One. You could then convert your historical data to a separate online database and access it that way. You will need to pay for the historical conversions, and pay for the extra databases each month, so it isn't a recommended route to follow. Once your Xpress license has expired, it will revert to view only mode. You will still be able to access the data and print reports, if required.
    Kevin Smith
    Sage Pastel Support Consultant
    KS Consulting
    www.ksconsulting.co.za

    Comment

    • TravisSinclair
      Full Member
      • Apr 2015
      • 42

      #3
      Hi Adrian

      You can convert from Sage Pastel Partner or Xpress to Sage Business Cloud Accounting (previously called Sage One) seamlessly and for free by going to https://sage.cloudconvert.co.za/ The transactions are converted across - not just the balances. The current and prior year data is converted.

      Settings and form designs are not converted across. If you would like us to assist with the conversion, let me know.

      Kind Regards

      Travis Sinclair, Tax Technician Practitioner (SA)™
      Travis Sinclair, Tax Technician Practitioner (SA)™
      Systems Consultant
      Trailblazer Systems (Pty) Ltd

      Cell: 072 612 9155
      Tel: 087 094 0167
      E-Mail: travis@trailblazersystems.co.za
      Website: www.trailblazersystems.co.za

      Comment

      • BikerBob
        Junior Member
        • Apr 2021
        • 22

        #4
        We tried this, and the conversion was an absolute mess. We reverted back to Xpress. If you going to do it, try the trial for 30 days and submit your data for conversion. Then go through everything a see if you are happy before commiting.

        Comment

        • TravisSinclair
          Full Member
          • Apr 2015
          • 42

          #5
          That's a good suggestion. I've converted over 60 clients and haven't had anything go wrong for me so far.
          Travis Sinclair, Tax Technician Practitioner (SA)™
          Systems Consultant
          Trailblazer Systems (Pty) Ltd

          Cell: 072 612 9155
          Tel: 087 094 0167
          E-Mail: travis@trailblazersystems.co.za
          Website: www.trailblazersystems.co.za

          Comment

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