Planning for the data migration process
When is the right time to start planning for the data migration process? The answer is soon after the implementation project begins. At this stage, you should know how the client has been running their business before they came to NetSuite, and so what types of data are needed. Ideally, in your company’s sales process, you should have already addressed the types of data that need to be migrated, how much historical transaction data will be required, and which open transactions should be included in this process. The most common approach we see with clients coming into NetSuite for the first time is to migrate these data points:
- Lists (chart of accounts, locations, subsidiaries, departments, and so on)
- Items (inventory, non-inventory, assembly, service, and so on)
- Entities (vendors, customers, partners, and so on)
- Historical transactions for a short period (6 or 12 months at most)
- Open transactions (sales...
