Data Migration

Clean Data, Confident Cutover

Professional data migration from QuickBooks, SAP, Excel, and legacy systems to NetSuite. Extract, transform, validate, and load with zero data loss.

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100% Accuracy Validated migration
Any Source QB, SAP, Excel, custom
Reconciled Pre & post validation

Migration Process

A structured approach that ensures data quality, accuracy, and business continuity throughout the transition.

1
DISCOVERY
Data Assessment

Analyze source system structure, identify data quality issues, define migration scope, and create field mapping documentation.

2
EXTRACTION
Data Extraction

Export data from legacy systems, validate completeness, identify duplicates and orphaned records, and prepare for transformation.

3
TRANSFORMATION
Clean & Transform

Clean data, standardize formats, map to NetSuite structure, apply business rules, and resolve data quality issues.

4
VALIDATION
Load & Validate

Load to NetSuite sandbox, run reconciliation reports, validate balances, and perform UAT with business users.

5
CUTOVER
Production Migration

Execute final cutover to production, validate post-migration balances, and provide reconciliation documentation.

What We Migrate

Comprehensive data migration covering all critical business records and historical transactions.

Customers & Vendors

Customer records, contacts, addresses, payment terms, credit limits, vendor details, and relationship history.

Master Data
Inventory & Items

Item master data, SKUs, pricing, cost history, stock levels, bin locations, and inventory valuation.

Product Catalog
Chart of Accounts

GL accounts, account types, opening balances, departments, classes, locations, and account hierarchies.

Financial Structure
Transactions

Historical invoices, bills, payments, journal entries, and open AR/AP balances. Full transaction history or summary balances.

Historical Data
Custom Fields

Industry-specific data, custom attributes, and business-specific fields mapped to NetSuite custom fields or standard fields.

Tailored Migration
Attachments & Documents

Invoices, contracts, POs, and supporting documents attached to records. Maintain document associations in NetSuite.

Document Retention

Source Systems We Support

We've migrated data from dozens of legacy systems. If it stores data, we can extract it.

QuickBooks (Desktop & Online) Direct export via IIF, QBW backup, or QODBC. We handle all QuickBooks editions including Enterprise.
SAP Business One & ECC SQL database extraction, SAP GUI exports, or API integration for live data extraction.
Sage, Xero, MYOB CSV exports, API connections, or database access depending on the platform and version.
Excel & Access Databases Structured Excel workbooks, Access databases, and CSV files. We clean and standardize before migration.
Custom & Legacy Systems SQL Server, MySQL, PostgreSQL, Oracle databases. Direct database access or custom extraction scripts.
Our Approach
Quality Over Speed

We don't rush data migration. Bad data in NetSuite is worse than no data. We take the time to clean, validate, and reconcile every record before cutover. You get accurate financials, reliable inventory, and trustworthy reporting from day one.

Pre-migration data quality assessment
Automated validation and reconciliation
Multiple test migrations before production
Detailed reconciliation reports post-cutover

Frequently Asked Questions

Answers to common questions about NetSuite data migration.

How much historical data should we migrate?
It depends on your reporting needs and compliance requirements. Most clients migrate 1-3 years of transaction history for operational reporting and keep older data in the legacy system for reference. We can migrate full transaction detail or summary balances — full detail gives you drill-down capability in NetSuite, while summary balances keep the database lean. We'll recommend the right approach based on your needs.
What if our legacy data is messy or incomplete?
That's normal — most legacy systems have data quality issues. We start with a data assessment to identify duplicates, missing fields, orphaned records, and inconsistencies. Then we work with you to define cleanup rules and business logic. We can automate much of the cleanup, but some decisions require business input. The goal is to use migration as an opportunity to improve data quality, not just move problems to a new system.
How do you ensure data accuracy during migration?
We use a multi-stage validation process: (1) Pre-migration reconciliation of source data, (2) Automated validation during transformation, (3) Post-load reconciliation in NetSuite sandbox, (4) UAT with business users, (5) Final reconciliation after production cutover. We provide detailed reconciliation reports showing record counts, balances, and any discrepancies. You have full visibility into data accuracy at every stage.
Can we do a phased migration instead of all at once?
Yes. Phased migration is common for complex environments. For example, migrate customers and vendors first, then historical transactions, then inventory. Or migrate one subsidiary at a time for multi-entity rollouts. Phased migration reduces risk and spreads the validation workload. We'll design a phasing strategy that matches your go-live plan and business priorities.
What happens to our legacy system after migration?
Most clients keep the legacy system in read-only mode for 6-12 months for reference and audit purposes. After that, data is typically archived to CSV or PDF for long-term retention. We can help you design an archival strategy that meets your compliance requirements and minimizes ongoing costs.
Ready to Migrate Your Data?

Tell us about your current system and data migration needs. We'll assess complexity and provide a clear migration plan.

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