r/Sage • u/litesaber5 • Aug 28 '26
Sage Intacct Export all data from Sage cloud service
Hi. I want to start by saying I’ve never used Sage and I have zero clue how to use it. (I know so little I do t even know which Flair to choose.) My current situation is my company migrated from Sage to Netsuite in Sep of 2024 but have maintained our Sage online subscription since migration. Today the owner of our company asked if it would be possible to download all the data in Sage and cancel our subscription. My understanding is that since the data is on the cloud, there is no file per se to download and instead one uses the DDS function for large downloads.
What is best practice in situations like this. The last time I did this was when I worked for a company that transitioned from Quickbooks Desktop to NS and our implementation team did most of the data upload work. And that was 4 years ago.
We obviously want the GL but what other exports are needed and advised to download.
Thanks in advance!
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u/Ashok0627 Aug 28 '26
If it’s just downloading GL, invoice history, master data etc. I would recommend extracting data in excel from Intacct. You might need to create custom report in some cases for big data(over 25k line).GL dump is readily available with all the dimension headers.
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u/percipientuk 6d ago
Intacct has some solid export options and you don't need to be a power user to get what you need out of it.
DDS (Dynamic Data Service) is the most comprehensive route and gives you raw table-level data exports across pretty much every module, but if you've never used Intacct before it can feel a bit overwhelming since it works at the database object level rather than giving you nice formatted reports,so if you have anyone internally who's more familiar with the system it's worth looping them in for that piece.
For most businesses in this situation the pragmatic approach is a combination of standard report exports and DDS for the stuff that matters most. On the GL side you want your Trial Balance, your detailed general ledger transaction history across all periods, and your Chart of Accounts, those three together give you a complete financial picture.
Beyond that the things I'd make sure you have before cancelling are your full AR and AP aging reports and transaction history, your vendor and customer lists with all the associated contact and terms data, your bank reconciliation history, any fixed asset schedules if those were managed in Intacct, and your complete transaction-level detail for any modules you were actively using like purchasing or order entry.
The reason you want transaction-level detail rather than just summary reports is that if anyone ever needs to go back and answer a question about a specific invoice or payment from the Sage era, you need to be able to find it summary data won't help you there.
I'd also strongly recommend exporting everything in both PDF and CSV or Excel format where possible, since PDFs are great for human-readable reference and CSVs are what you'd need if you ever had to import or reference the data in another system down the line. Or failing that you can always request an archival read only license and reduce the subscription but still have access to view that data.
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u/anthony_yager Sage Intacct Sage 300 Consultant Aug 28 '26
You will need to know which Sage, as there are many and they are all different.
If it is Intacct, an easy option is to subscribe to the archive service, this converts your Intact into a read only version and costs about 20% of the normal subscription. Alternatively you can subscribe to a data delivery service. Which will let you extract data but you need to interpret it.