Need to reconcile changes from an offline version of the company file with the shared cloud version

SUGGESTED

As above, I have recently started working on adding UPC codes into item descriptions so we can scan items and process our invoices faster here in our office, but the individual who set up my sage instance had me set up with what is effectively a copy of the company, I have already gotten through a fifth of our available products before the issue was discovered, Is there any way to copy the changes made on my local copy to the item descriptions onto the cloud copy, or will I have to destroy my employers sanity and redo it all? thank you in advance folks. 

  • 0
    SUGGESTED

    Hi  ,

    Thanks for reaching out. I understand how frustrating it can be to reconcile changes between different versions of your company file.  Have you reached out to our support team directly?

    To reconcile changes from an offline version of the company file with the shared cloud version, you can follow these steps:

    1. Export and Import:

      • Export Data: In your offline version, go to File > Export/Import > Export Records. Choose the type of records you need to export (e.g., item descriptions) and save the file.
      • Import Data: In the cloud version, go to File > Export/Import > Import Records. Select the file you exported and follow the prompts to import the data. This should help you transfer your updates without redoing everything manually.
    2. Manual Re-entry:

      • If the export/import process does not cover all your needs, you may need to manually re-enter some data. Ensure you carefully cross-check to avoid any discrepancies. This can be a bit tedious but will ensure that all changes are accurately reflected.
    3. Use Sage Knowledgebase:

    Hope this helps! If you need further assistance, feel free to ask.

    Warm Regards,
    Erzsi

  • 0 in reply to Erzsi_I

    Hi there,

    Yes, I have attempted to contact support. the only advice they had for my desynchronization was to shut down the company, disconnect all of the users, delete everything I have on my machine related to this company, then have the sysadmin reshare everything. complete disregard for any records or entries I created in the time where it wasn't syncing properly. 

    I'm going to consider this resolved simply because I can't keep being out of sync and will just have to restart. Thanks for your time.