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The process of data imports can more easily be broken down into three simple steps:

Step One: Identify sources of data.

It is key to identify your source of data and also which set acts as your master data. In circumstances where your legacy data resides In multiple systems like a CRM systems and a separate accounting system like Quickbooks, ensuring that you identify and communicate your preference to your implementation team is absolutely critical.

Step two: Determine the method of Migration and import

Two most common methods of importing data is through a CSV file format where a spreadsheet is imported into NetSuite or manual data entry, where the data is keyed into the system. Some businesses may choose to use a third-party tool to push data from one system to another. There is another 4th option of using web services to write custom code to import your legacy data into NetSuite. Here is is important to note that ideally your legacy system should be cloud based and have access to it’s API’s.

Step three: Plan and prepare for import

As in all activities, it’s always better to have data migration plan which has identified various data sources, the import sequence along with actual data set migration and testing sample and full data sets. Make sure data preparation steps are followed.

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