Start Your Project

Submit your Sage X3 data project

Fill in the form — upload your Sage X3 import template and tell us what you need. We'll confirm a fixed price within 1 business day. No calls required for single-module projects.

How to Reach Us

We respond to all inquiries within one business day. If your data is needed urgently, mention that in your message.

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Book a Call
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15-min project scope call
Phone
+1 617-299-9859
Voicemail returned within 1 business day
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Where We Work
Remote-First
Serving clients across the US & globally
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Response Time
Within 1 business day
Mon–Fri, Eastern Time

What Happens After You Submit

We review your template, sample rows, and project details same day
You receive a fixed price and delivery date within 1 business day
You sign a one-page scope agreement and pay a 50% deposit. For product conversions, you'll also receive a short UOM definition worksheet to complete with your Sage partner before work begins.
You share your data — we deliver clean CSV files by the agreed date

Start your project

Select all that apply.

Total across all modules selected. Approximate is fine.

The ERP, accounting system, or spreadsheet you are migrating away from.

Examples: seafood priced per lb, meat purchased by kg, cheese sold by actual cut weight. These are called "catch-weight" items — common in food, seafood, and protein distribution. If you are not converting Products, select "Not applicable."

Examples: "1 case = 12 units", "1 pallet = 48 cases", weight conversions like "1 lb = 0.4536 kg". Are these stored as numbers in your system — or written into product names and descriptions? If you are not converting Products, select "Not applicable."

List every unit you can find — in fields, product codes, descriptions, pack size columns, or ordering fields. Don't worry about which is stock vs. sales vs. purchase, just list them all. Include units buried in product names (e.g. "12-Pack Bottle" implies both EA and CS need to be set up).

Example: EA, CS, LB, KG, PALLET

Custom fields often appear at the end of the template with names like ZZCATEGORY or ZZTYPE, or your partner may have described them as "fields we added for your business."

Duplicates — the same product, customer, or supplier appearing more than once under slightly different codes or names.

Export from Setup → Usage → Imports/Exports in Sage X3, or use the file your Sage partner provided. This file contains no client data — just the column structure. Accepted: .csv, .xlsx, .xls (max 10MB)

If your Sage partner has provided any UOM relationship chart, conversion table, or document showing how your units relate (e.g. EA → CS → PALLET), upload it here. If you don't have one yet, leave this blank. Accepted: .csv, .xlsx, .pdf, .png (max 5 MB)

Copy directly from Excel or your ERP export — include the column header row as the first row. Choose rows that represent your most common record types. For example, if converting products: one frozen item, one dry good, one catch-weight item if you have them. You can anonymize names if needed — keep all other fields intact. Blank cells are fine and informative.

Example format (tab-separated or comma-separated is fine):
ITEM_CODE   DESCRIPTION   UNIT   PACK_SIZE   ALT_UNIT   CONV_FACTOR

🔒 Your data stays private. Sample rows submitted here are used solely to assess your project scope and prepare an accurate quote. They are never shared with third parties, never used for any other purpose, and deleted after your quote is issued. If you prefer, you may anonymize product names — just keep all field values and units intact.

One or two sentences. What is failing or causing problems? Include your go-live date or deadline if you have one.

What happens next: We review your template and sample rows, then reply within 1 business day with a fixed price and delivery date. Your full data export is only shared after scope and price are agreed — and only via a private Google Drive folder shared exclusively with you.

Data protection: Sample rows submitted here are used solely to prepare your quote. They are never shared with third parties, never retained after the quote is issued, and never used for any purpose beyond scoping your project. ForgeMend LLC operates under a strict confidentiality policy — see our Privacy Policy.

Sample data is used solely to assess your project — never shared or retained  ·  No calls needed for smaller projects

✅ Project request received!

Thank you — we will review your template and sample data and reply within one business day with a fixed price and delivery date. No further information is needed from you at this stage.

Common Questions

Before You Reach Out

What do I need to submit a project?

Three things: your Sage X3 import template (exported from Setup → Usage → Imports/Exports, or provided by your Sage partner), a rough sense of your record counts, and 5 representative rows from your old system pasted into the form — no sensitive data needed, just headers and a few rows so we can assess data quality before quoting. Your full data export is only shared after scope and price are agreed.

Where do you serve clients?

Everywhere. We work remotely with clients across the United States and internationally. Sage X3 data engineering doesn't require a physical presence — it requires deep expertise, clear communication, and deliverables that are right the first time.

How do you price engagements?

Most data cleanup and import projects are fixed-fee based on scope. We review your template and send a written quote within 1 business day — no hourly surprises.

We're mid-project and our import files are failing. Can you still help?

Yes. This is a common situation — the further along you are, the more urgent it is. If your import files are failing validation or your data quality review is raising red flags, share your template and we'll tell you what it takes to fix it.

Do you work with Sage X3 partners/VARs?

Yes. We work alongside existing Sage X3 VARs and their clients as a data specialist — we're not trying to replace your VAR, we're delivering the clean import files they need.

What formats do you work with?

We accept data in CSV, Excel (.xlsx), and flat text files. We work with any source system that can export in those formats — legacy ERP, accounting systems, spreadsheets, and more.