Netsuite Data Migration Guide

NetSuite Professional Services

NetSuite Data Migration Guide

Scope: This document is intended to provide recommendations on data
migration strategies.

Audience:  
•

Data Migration Specialist Techncial Analysts

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NetSuite Data Migration Guide ............................................................. 1 Introduction.............................................................................................. 3
I. Methodology ..................................................................................................... 3 II. Process.............................................................................................................. 4 III. Order of Imports – Accounts/Entities/Item................................................... 7 1) Chart of Accounts ......................................................................................... 8 2)Employees................................................................................................... 10 3) Customers/Leads/Prospects ........................................................................ 12 4) Vendors ....................................................................................................... 16 5) Contacts....................................................................................................... 18 6) Inventory Items........................................................................................... 20 IV. Order of Imports - CRM ............................................................................. 24 1) Cases ........................................................................................................... 25 2)Events.......................................................................................................... 27 3) Tasks ........................................................................................................... 29 4) Messages ..................................................................................................... 30 V. Order of Imports - ERP................................................................................... 31 VI. Transactions BestPractices......................................................................... 32 1) Opportunities .................................................................................................. 36 2) Estimates......................................................................................................... 38 3) Sales Orders/CashSales/Invoices................................................................... 39 4) Customer Payments ........................................................................................ 41 5) Purchase Orders.............................................................................................. 43 6) Bills................................................................................................................. 44 7) Journal Entries...