Upgrade hub

Sage X3 Upgrades

Is your business struggling with an outdated ERP system? Check out options for a new Sage system which can better suit the needs of your business.

Why it’s important to upgrade your ERP system

Upgrading your Enterprise Resource Planning (ERP) system is important for several reasons, as it helps organisations stay competitive, efficient, and secure in today’s fast-paced business environment.

  • Grow and Scale: As your business transforms and evolves it will need systems to adapt with it. Upgrading to Sage X3 will ensure that as you scale and grow your business, you will have a robust software “backbone” to support this. 
  • Functional enhancements: Upgrading to a new ERP, like Sage X3, offers the opportunity to adopt new functionality previously unavailable to your business – allowing you to maximise efficiency and drive growth. 
  • Security:  Legacy ERPs can pose a significant vulnerability to organisations, and businesses are often left with two options: accept more risk and open this vulnerable environment to the outside world to support integrations, or miss out on opportunities to grow by “locking down” the system.  Keeping up to date with your ERP will allow you to maximise your commercial opportunity.
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Advice on upgrading to Sage X3

Select your current Sage platform to find out how you can benefit from an upgrade to Sage X3

Sage 50

Next steps for Sage Line 50 customers looking to upgrade

Sage Line 500

Next steps for Sage Line 500 customers on legacy software

Sage 1000

The benefits of Sage X3 that are beyond Sage 1000’s capabilities

Sage 200

Key signs its time to upgrade Sage 200 to Sage X3

Sage X3 V12

Benefits of upgrading to the latest Version of Sage X3

What does upgrading with Mysoft look like?

Frequently Asked questions

When is the right time to upgrade my ERP system?

There is never a “right time” as your business will always be busy and looking to undertake a range of projects; but as a general rule, being ahead of the curve and having software that allows your business to grow (rather than holding your operations back) is the right decision. Sooner is better. 

How much will it cost for us to upgrade to Sage X3?

Upgrades range in scale depending on your business – simple finance systems take less time than full manufacturing projects, likewise, single-territory projects are quicker than multi-national ones.   We would suggest that you speak with an expert, like Mysoft, to get a full understanding of the project costs.

How long will it take to upgrade to a new ERP system?

Projects to upgrade ERP systems range in timelines, depending on the scope of the project; from a short accounting-only project to a more detailed and lengthy manufacturing delivery.   The key is that the project is planned out to focus on delivery objectives that everyone can achieve.  Speak to us to find out more about a typical project for a business like yours.

Is Sage X3 a cloud solution?

Sage X3 is a cloud-native solution, but can also be deployed on-premises where required.  The deployment options depend on your needs, and we will work with you to understand what you want and suggest the best approach for your business.

Can I migrate my data to Sage X3?

Yes – absolutely.  There are a range of data migration options, but normally customers will bring over all of their “common data” (products, suppliers, etc.) and a limited history of transactions.

What are the alternative ERP systems to Sage X3?

The ERP market can be confusing, with lots of options, and comparing solutions can be tricky. Mysoft suggests a detailed needs analysis of your business to help identify the right solutions which might fit. Sage X3 is perfect for international businesses operating in the distribution, wholesale and manufacturing space.

Is Sage X3 a secure ERP software?

Yes – Sage X3 is a solution with security at its core; both from a perspective of internal data security and general cyber security.  Sage continues to invest heavily in the security of the Sage X3 system to ensure that the system complies with customer requirements and expectations.

Hear From Our Customers

Customer success is at the heart of Mysoft’s mission and we take pride in every project we deliver.

Mysoft were transparent, supportive, and helpful. The project was straightforward and smooth.

Nottingham Venues – Financial Controller

Mysoft has been instrumental in the success of this project. Sage X3 has enabled us to automate and implement new business processes and we now have greater visibility of data than ever before.

Madison – IT Director

We’ve received excellent support from Mysoft for our Sage X3 system.  They are quick to respond and resolve issues; and draw-in resources from their wider business to assist where necessary.

TIMCo – IT Director

The Mysoft team have always been really friendly and clearly hard-working, seen through all the days they were willing to come all the way to Wales to see us! It was due to the people at Mysoft that we committed to the contract with them.

Burns Pet Food – Project Manager

As our business has grown so have the expectations of our customers and suppliers. Sage X3 has allowed us to meet the demands of our trading partners by providing us with a powerful, yet easy to use set of tools.

RH Amar – IT Director

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About The Sponsor

Avalara is a global tax compliance software provider helping businesses manage complex indirect tax requirements with greater accuracy and efficiency. Its solutions automate processes such as VAT, sales tax, and e-invoicing, reducing risk and administrative burden. With real-time data and regulatory updates, Avalara enables organisations to scale confidently while staying compliant.

Sessions

Thought Leadership Session

  • Scaling Internationally with Confidence: Navigating Tax and Compliance

Breakout Sessions

  • Managing Global Compliance in Practice: What’s Working for Sage Customers

Meet The Team

Oliver Howorth

Tax Technology Manager

Nick Cooper

Sales Executive

About The Sponsor

Sentis Managed Solutions is a UK-based IT services provider helping organisations maximise the value of their technology infrastructure. It delivers managed services, cybersecurity, cloud and hosting, and project management, ensuring systems remain secure, resilient, and high-performing. With a proactive, customer-focused approach, Sentis supports smooth operations and confident scalability.

Sessions

Thought Leadership Session

  • Data Governance & Cyber Resilience in an ever-changing world

Breakout Sessions

  • From Risk to Resilience: Four Tools to Fast-Track a Safer Business Environment

Meet The Team

Neil Homer

Owner & Co Founder

Amy Farrington

Business Development Manager

Ed Knox

Category Manager

About The Sponsor

Nectari is a global business intelligence and data management provider that delivers real-time insights for smarter decision-making. Its core solution, Sage Enterprise Intelligence (SEI), is fully integrated across the Sage ecosystem, branded as SEI for Sage X3 and Nectari for Sage Intacct, to enhance reporting, dashboards and analytics within each platform.

Sessions

Thought Leadership Session

  • From Dashboards to Decisions:
    How AI Copilots Are Rewiring Business Intelligence

Breakout Sessions

  • AI Copilot In Bi: What’s Working, What’s Not, and What’s Next?

Meet The Team

Christopher Nguyen

Business Development Manager

About The Sponsor

Sage is a global software company, supporting organisations worldwide through solutions such as Sage X3 and Sage Intacct, trusted by companies like yours. Mysoft has been a Sage business partner for over 20 years, providing implementation and ongoing support to customers, alongside specialist solutions that extend Sage platforms.

Sessions

Thought Leadership Session

  • Authentic AI In Sage Copilot

Breakout Sessions

  • Sage X3 Roadmap – Martin James – Cowdray Hall
    • Summary of R1 2026 and Sage X3 Roadmap
  • Sage Intacct Roadmap – Sarah Swift Room
    • Summary of R2 2026 and Sage Intacct Roadmap

Meet The Team

Martin James

Global Product Marketing

Rob Walker

Account Manager

Anna Lasko

Tech Partner Manager

About The Sponsor

X3CloudDocs, developed by Mysoft, is a cloud-based document automation suite for Sage X3. Its modules include Purchase Invoice Automation (PIA), Sales Order Automation (SOA), Electronic Document Management (EDM) & Email & Notification Automation (ENA), helping finance and operations teams reduce manual effort, improve accuracy, and gain better control over document-driven processes.

Sessions

General Talk

  • X3CloudDocs R1 Summary and Roadmap.

Breakout Sessions

  • Breakout One:
    • Smarter Alerts, Faster Action: Pre-Configured ENA Workflows
  • Breakout Two:
    • E-Invoicing Is Here: What It Means for X3 Users

Meet The Team

Brian Martin

R&D
Director

Paul Mincer

Product Manager

Archie Stevens

Software Engineer