NetSuite data migration can sometime be a tedious and riskier task when it comes to the areas of implementation project. The data may technically be organized in a very difficult format. Maybe the company may have failed to do the right thing maintaining the cleanliness of data, revealing that when trying to enter old data into new system.
NetSuite does provide some templates, which work with its standard import mechanisms of CSV to help in the process of data migration. There are also so many third-party tools, which can as well help with the process. Usually, this is very common among the major CRM and ERP players. Often, these systems are very complex and to maintain tools of data migration can be a daunting task.
In business terms, they can’t be faulted – you definitely want to put your full effort in capabilities, which enhance adoption and value in a daily context, once you obtain enough scale, improved investment in tools of data migration doesn’t perform this for you.
NetSuite Data Migration Overview
Why should you move your Data to NetSuite?
If you are planning to migrate to NetSuite from another customer relationship management solution, you will likely to come with your data. Regardless of what CRM platform you are migrating from, you will always need to migrate your data as well. There are various platforms that use data maps that are pre-built to make your data migration easy and quick and NetSuite is one of them.
Why use NetSuite Data Migration?
NetSuite is basically the number one cloud business management platform in the world, which uses one system for the entire company and companies across the world manage their businesses with it. It is also software, which grows with the user, removes IT upgrade and maintenance costs. It helps in faster and better decision making.
To move your data, you will need to unite all your data available in old cloud based platform. However, with NetSuite data migration, you can easily extract your data from previous systems, structure it in coherent hierarchies, clean it and import it into the new application.
Mostly, several growing businesses have a common dilemma, which is their business data and most valuable corporate assets are kept in separate systems. To maximize your productivity only depends on migrating your data into one seamless business platform, like NetSuite.
The Process of Data Migration Import
Step One: Identification of Data Types For Import
The type of data to migrate to netsuite highly depends on the kind of business you are operating. For instance, you can import data such as accounting transactions, donations and customer records to your NetSuite account.
Step Two: Determination of Import Options
There are various options available to move your data into NetSuite solution. They start from least complicated to most ones. They include:
• Manually type and enter the data into NetSuite platform
• Using CSV as a file format, import a spreadsheet into NetSuite
• Third-party tools
• Extra module at the additional cost (ODBC)
• Web services – write code to move your data
Step Three: Preparation for Import to NetSuite
This is the suggested sequence you need to use when preparing for NetSuite data migration:
- Classification of data – you can classify your data into various categories such as class, location, department and even subject before moving it to your new cloud based solution.
- Chart of accounts
- Import communications and activities
- Import relationships/entities
- Import your ERP transaction data as well.
The Best Practices of Data Preparation for Import
Before migrating your data to NetSuite, it is important to consider reviewing your scrub and existing data, import your customer data first and then your contact records. Consider all values associated mainly with the Global Subscription Status field, which is a consideration of marketing automation.
You also need to designate one of your addresses as the primary address, especially when moving multiple addresses. In the process, determine how you can easily map from an existing application to your new NetSuite solution. Don’t forget to create a CSV template and run test imports. You also need to resolve errors and plan for data migration.
Migrating CSV Files with an Assistant
When importing your CSV files to NetSuite, you can use an Import assistant to do it for you. The assistant is only available on two paths;
a) Setup > Import/Export > Import CSV Records
b) Fundraising > Administer > Import – (if Suite-Donor bundle is available and installed).
Before attempting to migrate your data to NetSuite, you must setup your existing CSV files and carefully review their formatting to avoid errors, which prevent import in order to ensure that particular data is moved with correct values. Here is how you can set up your CSV files perfectly before importing them:
- Review the setup of your account, that is, fields, forms, and records just to mention a few,
- Review all general limitations and requirements for any imported CSV files,
- Review all guidelines for the record types of specific data you will want to migrate to NetSuite; for instance, contacts, donors, transaction and many more available from the links in the Supported Record Types for the SCV Import.
How to Migrate QuickBooks to NetSuite
QuickBooks information can also be easily moved into NetSuite. When importing your quick book information, you are provided with options that range from the least difficult to the most difficult ones. They include:
- Import your opening balances only.
- Import all your financial transaction from the QuickBooks.
- Import all summary journal entries to offer accurate historical information to whatever granularity or level you require.
It is basically better to select a cut over the date and view information in advance to the cut over the date in QuickBooks. Additionally, QuickBooks import to NetSuite can sometimes become very complicated in your data wasn’t kept in an organized way. If this happens, consider navigating around many challenges to guarantee a successful data migration to NetSuite.
In a nutshell, data migration is a very technical process, which should only be performed by individuals or companies that are well versed and qualified to undertake the procedure. When you use an expert, you’re guaranteed that your data migration will be efficient and successful. Lastly, NetSuite data migration procedure is a delicate and involved one that you need to make sure no mistakes are made in the process.