Sprinterra Smooth Upgrade Tools, Part 3: Upgrade Support Portal

Acumatica Upgrade Support

Upgrades can be stressful. Even with automation for customization validation and system integrity testing in place, customers often ask: “How can I keep track of everything happening during my upgrade?”

That’s where Sprinterra’s Upgrade Support Portal comes in. Built on top of Acumatica’s Case Management module, this customized portal provides real-time visibility into every element of your upgrade – from standard Acumatica modules testing to ISVs and customizations upgrade and validation.

Why the Upgrade Support Portal Matters

Traditional upgrade projects often leave customers in the dark until late in the process. Questions like “Is my customization ready?” or “Has testing started?” can slow communication and create uncertainty.

The Sprinterra Upgrade Support Portal solves this problem by offering:

  • Centralized Visibility – All upgrade components — System integrity, ISVs, customizations, sandbox – tracked in one place.

  • Status Transparency – Customers can see exactly where their upgrade stands ( Development, Sandbox Testing, Ready for Production, Published, etc.) .

  • Client-Friendly Access – Through the portal, clients have access to their own upgrade information, package versions, and dependencies.

  • Direct Case Management – Customers can create support cases directly from the portal if issues arise .
Digital Transformation

What the Portal Tracks

Each upgrade is broken down into granular components, so nothing is missed:

  • Modules Used – Core Acumatica modules included in the upgrade.

     

  • ISVs – Integrated third-party applications and their readiness for the new version.

     

  • Customizations – Package-level tracking of every customization, including version numbers and dependencies.

     

  • Automation – Validation of scheduled jobs, imports, and business events.

     

  • Upgrade Status – A clear stage indicator, such as:
    • Blocker
    • Development
    • Internal Testing
    • Sandbox Testing
    • Ready for Production
    • Published to Production

       

Customers also see planned start and completion dates, as well as the actual upgrade date of their instance.

How Customers Use It

  1. Access the Portal – Customers log in to the portal using their secure credentials.

  2. Track Packages – On the Customization Package screen, they can view details about their packages, including version, build, and upgrade status.

  3. View Dependencies – The Dependency Packages tab shows relationships between packages, reducing surprises during upgrade.

  4. Track Important Dates
    • Client Instance Upgrade Date – The scheduled production upgrade date for the client instance
    • Upgrade Planned Start Date – The actual start date of the upgrade preparation.
    • Upgrade Planned Completion Date – The planned completion date for the upgrade preparation.

  5. Open Cases – If a question or issue arises, clients can click Create Case directly from the package record — no need to send separate emails.

Benefits of the Portal

  • Always Up-to-Date – The portal syncs directly with the instance where changes are made, so clients always see the latest information.

  • Reduced Communication Gaps – Customers don’t have to wait for status updates from project managers; they can check progress anytime.

  • Confidence & Control – By knowing exactly what is happening and when, customers gain peace of mind throughout the upgrade process.

Final Thoughts

The Sprinterra Upgrade Support Portal is another piece of the Smooth Upgrade Tools program. Together with Automation for Customization Validation (Part 1) and System Integrity Testing (Part 2), it ensures upgrades are transparent, predictable, and stress-free.

With this portal, Sprinterra customers have real-time insight into every stage of their upgrade journey, giving them the confidence to move forward with Acumatica’s “Always Current” promise.

Subscribe To Our Newsletter

Get the latest insights on exponential technologies delivered straight to you

FREQUENTLY ASKED QUESTIONS

What is the Sprinterra Upgrade Support Portal?

The Sprinterra Upgrade Support Portal is a client-facing tool built on Acumatica’s Case Management module. It gives customers real-time visibility into every step of their Acumatica upgrade, including module testing, ISV readiness, customization validation, and system integrity checks.

How does the portal improve the Acumatica upgrade process?

The portal reduces uncertainty by centralizing all upgrade information in one place. Customers can track upgrade progress, view dependencies, monitor customization packages, and know exactly which stage their upgrade is in, from development to production.

Can I track my customizations and ISVs in the portal?

Yes. The portal includes package-level tracking for every customization, complete with version numbers, build details, and dependencies. It also monitors ISVs to ensure third-party applications are validated and ready for the new Acumatica version.

How does the portal help with communication during upgrades?

Instead of waiting for project manager updates, clients can log in anytime to check progress, planned dates, and current upgrade status. If an issue arises, they can create a support case directly through the portal, eliminating back-and-forth emails.

What kind of upgrade statuses will I see in the portal?

The portal provides stage indicators such as Blocker, Development, Internal Testing, Sandbox Testing, Ready for Production, and Published to Production. This ensures complete transparency and helps customers anticipate next steps.

How does the Upgrade Support Portal work with Sprinterra’s other Smooth Upgrade Tools?

Together with Automation for Customization Validation and System Integrity Testing, the Upgrade Support Portal ensures upgrades are smooth, transparent, and stress-free. These tools work in sync to keep Acumatica customers “Always Current.”