Transferring data using the Data Drive

Learn more

About the Data Drive

About importing and exporting data

Customizing and printing reports

You can transfer files between your local mapped drive and your online Data Drive, similar to using Windows File Explorer. We recommend using Windows Mode for this, because transferring files is faster and easier in Windows Mode.

Note: The Data Drive does not support right-click functions.

Tip: Transferring large files and folders with the Data Drive may take a long time. Your Sage business partner can help you transfer them more quickly.

To transfer files in Windows Mode:

  1. On the Sage 300 home page, click the Data Drive icon.

    An Explorer window appears.

  2. On the left-hand pane of the Explorer window, select the drive from which you want to copy files. You can select one of the following drives:
    • Your online Data Drive, which includes both the F:\SharedData folder and the F:\Reports folder. For more information about the folders on your Data Drive, see About the Data Drive.
    • A local mapped drive.
  3. Open the folder that contains the files you want to copy, and then select the files.
  4. Press Ctrl+C.
  5. On the left-hand pane, select the drive to which you want to save the files.
  6. Open the folder where you want to save the files.
  7. Press Ctrl+V.

To transfer files in Browser Mode:

  1. On the Sage 300 home page, click the Data Drive icon.

    An Explorer window appears.

  2. Do one of the following:

    • Drag and drop files:
      1. In Windows File Explorer, open a folder on one of your local drives.
      2. Drag and drop files from Windows File Explorer to the Data Drive Explorer window.

        Note: You cannot drag and drop folders.

    • Transfer files and folders with the Upload files tool:
      1. On the menu bar in the Explorer window, click the Upload files Upload files icon icon. (To make this icon appear, you may need to point to the menu bar, or click somewhere in the Explorer window.)
      2. Click Choose files.

        A file selection window appears.

      3. Select files or folders you want to copy, and then click Open.

    Files are copied to the F:\Transfer folder on your Data Drive. You can copy the files from this folder to another folder on your Data Drive.

    1. In the Explorer window, open the folder on your Data Drive that contains the files you want to copy, and then select the files.
    2. On the Home menu, click Copy.
    3. On the left-hand pane of the Explorer window, select the Temporary Storage drive.
    4. On the Home menu, click Paste.
    5. On the menu bar, click the Download files Download files icon icon. (To make this icon appear, you may need to point to the menu bar, or click somewhere in the Explorer window.)

      A window appears displaying a list of files that are on the Temporary Storage drive.

    6. Find a file that you want to transfer, and click the Download Download button button beside that file. (You can download only one file at a time.)
    7. Select the folder on one of your local drives where you want to save the file.

    Note: When you close the Explorer window, all files are removed from the Temporary Storage drive.

    1. Open the folder that contains the files you want to copy, and then select the files.

      For more information about the folders on your Data Drive, see About the Data Drive.

    2. On the Home menu, click Copy.
    3. Open the folder where you want to save the files.
    4. On the Home menu, click Paste.