Business Should look at NetSuite for Seamless ERP Data Migration. Follow these Data migration Best Practices & Strategies for ERP implementation. Read Now!

1. 1
Why Businesses Must Adopt
NetSuite ERP Data Migration

2. Introduction
NetSuite Data Migration is a complex process comprised
of various challenges like redefining your company's
information architecture.
NetSuite data conversion and migration across cloud and
on-prem enterprise systems to NetSuite ERP is critical for
customers in the software, wholesale distribution, and
high-tech industries.
Let’s delve into why businesses must adopt NetSuite Data
Migration and the benefits.
2

3. 3
Data Migration in ERP
Data migration for ERP implementation is the process of moving data from its original locations to the new ERP
system's database. This frequently involves making data transfers in several formats, systems, and storage
mediums into a single, centralized structure.
The Role of Data Migration in
ERP Implementation
Our data is scattered and locked in different systems.
Segregated data is all over the place, accumulating at a
staggering rate. But data can be much more valuable
when we get it all in the same place and get a
consolidated view of our organization. We can then use
information about our customers, products, and services
to make faster, better, more informed business
decisions, and unlock the full potential of our data.

4. The most common reasons to adapt to Data Migration are:
• The obsolete nature of a previous system and data structure, previous ERP support termination, or
the lack of data consolidation.
• The company usually stores client, product, partner, and supplier data in various formats and storage
locations. ERP migration often implies moving data into a single, intertwined system to ensure a
more straightforward and quicker search and extraction of needed information.
• Many people inside the company rely on data integrity and continuity, mostly customers and
suppliers. With the data in the existing setup being unpredictable at times, the outcome from the
integrations may not be accuratedue to information redundancy and storage or file glitches.
• When your company implements a new enterprise resource planning (ERP) solution, the preliminary
methodical data transfer is inevitable.
4
Need for Data Migration

5. • Reduce manual and spreadsheet-based processes.
• Gain daily cash balance visibility (help to control cash flow).
• Software-as-a-Service – One does not have to worry about in-
house servers or information security, loading the software,
updating until it is available in the cloud, etc.
• Real-time visibility across the business.
• 24/7 access from any browser.
• Updates from QuickBooks.
5
Why Choose NetSuite for Data
Migration?

6. • Ensure all data needed in the system is included in the upload file.
• Identify available fields to populate by creating a new manual entry in NetSuite.
• Identify mandatory fields required in the upload file.
• Understand what type of data you upload and how NetSuite works for that section.
• Prepare CSV files:
o Create a CSV file that includes 1 or 2 records as test upload.
o Ensure all data is accurate and complete when adding all columns and rows to the Excel file.
o Delete all blank columns and rows after the last row or Column of data.
o If the file is using numbers for data, change the format to numbers for data requiring numbers in
Excel.
o Try to use the same field names in the Excel file as in NetSuite.
o Save the Excel file as a CSV file.
• Upload data in NetSuite.
• Resolve Errors if any are found in records.
• Validate the records for accuracy.
6
Steps to Building Your NetSuite ERP Data
Migration Strategy

7. • Prioritize data migration. Data migration is time-consuming and can delay
your full implementation if you do not plan carefully.
• Think about broader business use of the data. Before starting the
migration, spend time thoroughly analyzing your existing data, thinking
about how it will be used within the ERP system, mapping it to the structure
of the ERP database.
• Assign data governance responsibility. Determine who owns which data
and assign roles to your team. For example, the team will have to
determine which version of redundant customer information is correct and
should be incorporated into the ERP system.
• Be selective with data. You may be tempted to hoard data, importing every
piece from your old systems into the ERP system in the belief that it may be
needed one day.
7
ERP Data Migration Best Practices

8. 8
Jade is a leader in offering seamless NetSuite Data
Migration
Jade has nearly two decades of experience implementing solutions that span CRM, ERP,
Microsoft, Managed Services, Analytics, Information Management, and Big Data. Our domain
knowledge, system expertise, and technical skills enable us to effectively implement,
optimize, and maintain your NetSuite system.
At Jade, we have developed seamless NetSuite Data Migration best practices that enable you
to incorporate NetSuite ERP without disrupting your operations.
We are experts in NetSuite data conversion and migration across cloud and on-prem
enterprise systems to NetSuite ERP. We have successfully delivered end-to-end NetSuite
Data Migration in ERP implementations for customers in the software, wholesale distribution,
and high-tech industries.

9. 9
Headquarters
1731 Technology Drive, Suite 350
San Jose, CA 95110, USA
Phone
+1-408-899-7200
Email
info@jadeglobal.com
Website
www.jadeglobal.com
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www.jadeglobal.com
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10. 10
Headquarters
1731 Technology Drive, Suite 350
San Jose, CA 95110, USA
Phone
+1-408-899-7200
Email
info@jadeglobal.com
Website
www.jadeglobal.com
USA I CANADA I UK I AUSTRIA I INDIA
www.jadeglobal.com
THANK YOU
To Know More About our Services, Visit:
https://www.jadeglobal.com/netsuite