Merging multiple ERP company databases into one Sage ERP

By | December 21, 2013

In this blog, we are going to discuss about the merging multiple companies into one Sage ERP Company. In our earlier blog, we discussed about need of the data migration. You can read this blog here.
Data merging & migration is a serious task because each application data is uniquely defined, structured and identified within the source and target Sage ERP. To complete the data merging and migration, one has to look at various points –

  • List of legacy company databases to merge 
  • List of Modules / application to be migrated and merged 
  • Type of Transactions such as Invoices, Payments, Return, etc. 

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While merging data, there are various strategies that are adopted. One has to follow a best approach / process in order to merge the data. Before merging we assign a number to each source legacy company. We do this so that we can avoid any document number conflict. In the data migration, various steps are involved. The most important and common ones are listed below –

  1. Assigning a Number to each database: We will do this in order to ensure that the data does not get merged or we get any duplicate record related error. We make use of this in 3rd step.  
  2. Merging Multiple Masters into One: In this, we merge master’s data using the mapping file. This also helps us in removing the master’s data ambiguities during the conversion. 
  3. Transaction Merging : For this, we re-number the transaction document numbers before importing them into target Sage ERP. We prefix, each document number with the database code (that we have assigned in the first step). This re-numbering helps in identifying the transaction after the target conversion is over.

E.g. If we have 4 companies to merge named ABC, DEF, GHI and XYZ, then during the merging process, we assign a number i.e. 01-ABC, 02-DEF, 03-GHI and 04-XYZ. So when we merge the transaction from these companies into one Target Company, we prefix/suffix (as per user choice) each company code to each transaction document number.
At the end, when the migration gets completed, we check the following details to ensure the consistency.

  • Accounting: COA count, Trial Balance, Balance Sheet, Profit and Loss Statement, etc.
  • Sales: Aging Report and customer counts
  • Purchase: Aging and vendor count
  • Item: Stock Value and item count
  • Bank: Opening balances and bank count

In this way we can merge the multiple source companies into one target Sage ERP company database.
For more information on the data migration, drop us a mail at
Related Posts:
1. What do you want to migrate to Sage ERP
2. Data migration from your accounting system to Sage ERP
3. Migration of Purchase Payment from QuickBooks to Sage 300
4. Migration of Banks from QuickBooks to Sage 300 ERP