Those within the ERP space know that migrating to a new system can go sideways fast. The biggest headaches come back to choices you make about your data. If you’re migrating from Microsoft Dynamics GP to Sage Intacct, these choices can be the difference between seamless data exchange and data gaps that could’ve been avoided.
You have to decide what belongs in Sage Intacct, what should stay behind, and how your team can keep working while everything is in motion. With a Dynamics GP migration, you get the added pressure from Microsoft’s support deadline. Every year you wait to migrate is another year of aging infrastructure and growing security risks. Luckily, eOne has the tools to lead you through each step of your migration.
- DataBlend allows you to extract data from GP, transform it using standard or custom mapping tables, and seamlessly load it into your Sage Intacct environment.
- Popdock turns years of historical GP data into an archive you can search through, report on, and open any time right inside Sage Intacct.
- PopdockAI gives you a conversational interface, so you and your team can ask AI questions about your GP or Sage Intacct data and get answers quickly.
Each phase of the migration process is important so you can be confident that no matter where you are in your timeline, you can still access all the data you need.
Master Records
Your customers, vendors, projects, and fixed assets are the master records your entire system relies on. These are the backbone of everything you will do in Sage Intacct, but it’s not as easy as it sounds to make sure nothing falls through the cracks.
Where Teams Get Stuck
When migrating to Sage Intacct from Dynamics GP, teams can often get caught up on a few key issues:
- Decades of accumulation: A Dynamics GP system that’s been running for 10+ years is full of vendors nobody has paid in years and accounts no one remembers opening. If you bring that clutter into Sage Intacct, you’ll be starting with a new system as messy as your last.
- Attachments and reports: Extender and add-on data lives in SQL alongside the rest of your GP tables, but file attachments and the reports built on that data may be difficult to access after migration, especially if using outside tools.
- A structural shift: What GP handles with account segments, Sage Intacct handles with Dimensions. More than just a rename, it changes how you connect to your master records.
- Imperfect matches: Some record types like employees and inventory don’t have a clean one-to-one match in Sage Intacct. This causes mismatches, leading to errors someone has to fix manually.
- Complex transaction history: Posted and closed GP transactions may have to be brought into Sage Intacct as unposted and then posted again, ensuring accuracy down to the penny.
- Irrelevant Data: Old GP history is full of discontinued items, former salespeople, and vendors you no longer work with. You may choose to leave them out of the new system so you start clean, but you still need access to that data for tax and compliance purposes.
Where DataBlend Comes In
Instead of building everything up from nothing, DataBlend gives you a reliable starting point for the GP-to-Intacct migration path. Your team pulls records out of Dynamics GP, reviews them, and imports only what belongs in Sage Intacct, turning cleanup from a separate project into part of the workflow.
Behind the scenes, DataBlend resolves lookups, applies transformations, and keeps related records tied together across bulk loads. When something does fail, you see it immediately, fix it, and rerun the affected records. Now you can move your master data without needing a developer to help.
Your Business Can’t Wait for a Completed Migration
Just because you’re going through a migration doesn’t mean your business gets put on hold. Orders ship, invoices need to go out, and vendors need to be paid. From unposted GL activity and open balances to items in transit and unreconciled bank transactions, you need to make sure the data gets updated in the correct system.
Challenges with Work-in-Progress Data
This is perhaps the trickiest part of migrating from Dynamics GP to Sage Intacct for a variety of reasons:
- Transactions get caught mid-migration: A shipment that’s out the door but not yet paid for gets caught between both systems. If you lose track of it, you could lose revenue or even damage an important relationship.
- Ripple effects on master data: Bringing open transactions across usually forces identifier changes and field restructuring on the customer and vendor records they reference.
- Distributions don’t carry over: Dynamics GP’s allocation and distribution records have no direct landing spot in Intacct. These records have to be rebuilt as journal entries, sometimes with reworked allocation rules.
- The instant migration problem: Moving every GP company over at the same time isn’t realistic. Most teams need to move one entity at a time, which means the tooling has to support a rolling migration.
Where eOne Solutions Comes In
The eOne iPaaS allows you to be selective about exactly what data gets migrated, ensuring your Sage Intacct environment starts off on the right foot. Record relationships are moved over, so joined tables in GP arrive still connected in Sage Intacct.
If your migration doubles as a restructuring (rolling companies together or splitting one into subsidiaries), eOne processes that reorganization in the same process. Also, because every entity and record type flows through one consistent import method, a phased rollout doesn’t mean reinventing the process each time.
Archive What You Only Need to See
Now, the biggest lift comes from your years’ worth of historical GP data. From GL history and closed transactions to serial and lot records and every attached document, you need to figure out what you’re going to do with everything GP has already posted. Most teams struggle through two primary options:
- Migrate everything: Pushing your entire GP history into Sage Intacct is slow, expensive, and complicated. For most organizations, that cost isn’t justified.
- Leave GP running: Keeping an old server alive just for occasional lookups means you’re paying for hardware, maintenance costs, and licenses forever, while your unsupported GP account becomes an increasing security risk after 2029.
The Third (and Best) Option: Popdock
With Popdock, you don’t have to decide between two less-than-ideal situations. The Data Lake Upload Tool copies your entire GP environment, including databases and attachments, and places it all into a secure environment of your choice. Archive your data within Azure data lakes, Amazon S3 Buckets, Fabric, or more. Once it’s there, your GP servers can go dark while you retain access to all your data, spending a fraction of what on-premise upkeep costs.
By utilizing parquet files instead of CSV files, you don’t have to worry about your data being too large or taking up too much space. The connectors in Popdock can read these efficiently, allowing us to find a record in a table with 10 million rows in 1 second.
The difference between Popdock and a plain backup is that the archive stays alive:
- View historical GP data within Sage Intacct: Popdock’s virtual integration allows your GP records and SmartLists to become instantly available within Sage Intacct. No switching between platforms to see the dashboards you’re looking for.
- SmartLists survive the migration: The reporting experience your GP users have relied on for years carries forward in Popdock’s web interface, with advanced filtering, cross-company views, and customization they can control themselves.
- One report, both systems: Blend archived GP data with live Intacct data in a single list, including life-to-date views that no single system could create alone.
- Audit-ready: Every historical record stays reachable, and easy Excel exports allow you to easily gather it all up for audits and compliance reviews.
Not only does Popdock allow you to access your historical data effortlessly, but you also get the added bonus of saving on licensing costs. Popdock extends visibility to people who never touch Sage Intacct. Sales reps checking an old order, help desk agents pulling an invoice, and anyone else in your organization can get live access to the data, including drilldowns and related records, without using up an Intacct seat.
PopdockAI Lets You Find Your Data Easier
After a migration, the person who knew where all the information was in GP becomes a bottleneck, and if they ever leave, all that knowledge is walking out the door. You need to make sure even those who never touched your legacy system can find the information they need.
PopdockAI mitigates that risk by allowing you and your team to conversationally ask questions to get the data you need. Simply ask your AI to find “total spend with this vendor before 2023” or “every credit memo we issued this customer in GP” and get the right answer in seconds.
PopdockAI works from your specific business context, so it understands what your business data means, not just where to find it. This means the answers returned to you are grounded in your actual records instead of based on guesswork. Because of this, institutional GP knowledge becomes accessible to everyone on your team, not just a small number of those who’ve worked in the system before.
More Depth Without the Added Headaches
For moving over a handful of records, CSV imports may work just fine. But if you’re doing a full Dynamics GP to Sage Intacct migration, you can’t afford to cut corners.
You Don’t Have to Start from Scratch
Take advantage of DataBlend’s data migration wizard built specifically for Sage Intacct migrations. A few clicks generate your entire migration framework. Templates, mappings, and sequencing are done for you, reducing errors and manual effort while preventing project delays.
Better for Finance Teams
After migrating from Dynamics GP, it can be difficult to get your team on board with Sage Intacct’s new functionality. That’s why the eOne iPaaS makes it easy for users to adopt their new system quickly.
- Reduce IT Overhead: Decommission your outdated GP infrastructure and eliminate maintenance costs without sacrificing data access.
- Implement Faster: With no custom development, you can transition on your own timeline without waiting for IT or hiring out developers.
- Create Accessible Reports: Keep your old SmartLists and create new ones with built-in, actionable insights that you can share with users throughout your organization.
- Retain All Your Historical Data: Keep your data accessible and use Popdock’s intuitive interface to build ad-hoc reports with advanced filtering, cross-company charting, and dimensional segmentation.
Migrate to Sage Intacct with Confidence
eOne’s migration toolset allows you to move from Dynamics GP to Sage Intacct on time and on budget without relying on a developer or waiting on IT. With eOne Solutions, you’ll get the tools required to ensure a successful migration every step of the way.
- DataBlend allows you to move master data and open balances while developing a master mapping table to simplify the creation and management of mappings between Sage Intacct and GP.
- Popdock allows you to retire your GP servers by archiving historical data to the cloud and keeps that history just a click away inside Sage Intacct.
- PopdockAI turns that historical data into answers in an easy conversational way, so even users without GP knowledge can take advantage of the full picture.
Get clean data on day one, while keeping your full history accessible forever. Migrating ERPs has never been easier with the eOne iPaaS. Contact our team to get a demo and learn more about how you can successfully migrate from Dynamics GP to Sage Intacct.
