NetSuite Data Migration Plan

NetSuite data migration plan

A NetSuite data migration plan is key for setting up your accounting system. TAG works with companies using NetSuite to help with their internal accounting needs.  We provide fractional support and have accounting experts with a NetSuite background.

You have decided to upgrade your business management system and implement NetSuite.  There are many steps to consider during each phase of implementation, especially the decision of what data is worth migrating to NetSuite – and what can be left behind.  As you work through the initial technical details, covering what you will need to migrate or recreate, keep in mind that not all data is clear-cut and think about how difficult it would be to re-enter it from scratch if you do not migrate the data to NetSuite.

Do you need help with your internal NetSuite accounting?  Plumb provides outsourced accounting services for NetSuite-users.

  • NetSuite month-end close
  • NetSuite fractional accounting help
  • NetSuite training with financial system conversions

As part of the Business Requirements Document (BRD) provided by Plumb, once NetSuite is selected, you will receive a detailed NetSuite data migration plan.  This step-by-step plan is outlined with specific dates and team assignments in order to hit your go-live deadline.

What is the NetSuite Data Migration Plan?

Since NetSuite is a unified cloud-based software system that connects financial, customer and product data, all of your data will be migrated into one seamless business platform.  With your customized NetSuite data migration plan you will extract all your data from multiple systems, structure it in coherent hierarchies and import it into NetSuite.

Plumb helps the data migration process go smoothly by providing a NetSuite Data Migration Plan Questionnaire.  This is a two-page document that drills down specific questions relating to your financial data and subscription data, if applicable.  To view the questionnaire, click here.

For help with your NetSuite data migration plan or your internal accounting needs:

Contact Plumb

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