Think Plumb Blog

NetSuite Data Migration Plan – Made Easy with Plumb

Written by Plumb | May 13, 2021 6:44:00 PM

A NetSuite data migration plan is key for setting up your accounting system.

Plumb works with companies using NetSuite to help with their internal accounting needs. We provide support and have accounting experts with a NetSuite background.

Once you have decided to upgrade your business management system and implement NetSuite, there are many steps to consider during each phase of implementation. Specifically 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!

Plumb’s Top 4 NetSuite Outsourced Accounting Services:

  1. NetSuite month-end close
  2. Expert Netsuite accounting help
  3. NetSuite training with financial system conversions
  4. Data migration plan: As part of the Business Requirements Document (BRD) provided by Plumb, once NetSuite is selected, you will receive a detailed NetSuite data migration process.  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. In other words, with your customized NetSuite 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.  

For help with your NetSuite data migration process or your internal accounting needs, reach out to us today.